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Munitions Restocking

Munitions restocking covers the artillery, missiles, and propellant being replaced after inventories were drawn down faster than they could be built. Capacity expansion here is slow and capital intensive.

11 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
3726	TCM TD Capital Management Memphis, Tennessee	$204K	+$38.9K	4	0.02%	Increased
3727	ACGA Atlanta Consulting Group Advisors Atlanta, Georgia	$204K	+$193K	1	0.05%	New
3728	WA Whipplewood Advisors Littleton, Colorado	$204K	+$1.44K	4	0.13%	Increased
3729	PGA Portland Global Advisors Portland, Maine	$203K	+$192K	1	0.02%	New
3730	C1AG Client 1st Advisory Group Dunedin, Florida	$203K	+$192K	1	0.06%	New
3731	CFWMA Center for Wealth Management Advisory Milford, Ohio	$203K	+$200K	1	0.15%	New
3732	SFWC Strategic Family Wealth Counselors Fairfield, New Jersey	$203K	+$179K	1	0.05%	New
3733	CAP Columbia Advisory Partners Spokane, Washington	$202K	-$19.5K	1	0.14%	Reduced
3734	NPFS Novak & Powell Financial Services St. Petersburg, Florida	$202K	+$192K	1	0.11%	New
3735	SPA Sherbrooke Park Advisers White Plains, New York	$202K	+$191K	1	0.52%	New
3736	MPM Meritage Portfolio Management Overland Park, Kansas	$202K	+$191K	1	0.01%	New
3737	CPCM Cardinal Point Capital Management Toronto, Ontario, Canada	$202K	+$191K	1	0.01%	New
3738	CFA Churchill Financial Advisors Louisville, Kentucky	$202K	+$191K	1	0.06%	New
3739	WA Waystone Advisors Redmond, Washington	$201K	+$191K	1	0.17%	New
3740	R Rebalance Palo Alto, California	$201K	+$198K	1	0.01%	New
3741	CHA Cooper/Haims Advisors Victor, New York	$201K	+$198K	1	0.09%	New
3742	DWA Delap Wealth Advisory Lake Oswego, Oregon	$201K	+$190K	1	0.08%	New
3743	TAM TCP Asset Management Columbus, Ohio	$201K	+$190K	1	0.03%	New
3744	PFO PMG Family Office Plano, Texas	$200K	+$190K	1	0.23%	New
3745	EF Entrust Financial Wayne, Pennsylvania	$199K	+$191K	3	0.15%	New
3746	TWD True Wealth Design Akron, Ohio	$198K	+$2.54K	8	0.06%	Increased
3747	RFG REAP Financial Group Austin, Texas	$197K	+$31.3K	2	0.04%	Increased
3748	IWP IAG Wealth Partners Waukesha, Wisconsin	$193K	$0	3	0.02%	Maintained
3749	DV Trading Chicago, Illinois	$192K	+$192K	4	0.01%	New
3750	KAS Kemnay Advisory Services New York	$190K	+$188K	4	0.03%	New