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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	WFG Wills Financial Group Richmond, Virginia	$227K	-$9.94K	1	0.09%	Reduced
3727	TCM TruNorth Capital Management Kalamazoo, Michigan	$227K	$0	1	0.04%	Maintained
3728	CCIA Cherry Creek Investment Advisors Englewood, Colorado	$226K	+$229K	1	0.1%	New
3729	TCM Towercrest Capital Management Newtown, Pennsylvania	$226K	+$233K	1	0.04%	New
3730	OWM OneAscent Wealth Management Birmingham, Alabama	$225K	+$228K	1	0.07%	New
3731	ORC O'Rourke & Company Boston, Massachusetts	$225K	-$5.96K	1	0.09%	Reduced
3732	NPPM North Point Portfolio Managers Orange Village, Ohio	$225K	$0	1	0.04%	Maintained
3733	SWP Significant Wealth Partners Cary, Illinois	$225K	-$9.54K	1	0.28%	Reduced
3734	KW KWB Wealth Redlands, California	$225K	$0	1	0.02%	Maintained
3735	PPW Pasadena Private Wealth Pasadena, California	$225K	+$231K	1	0.03%	New
3736	RFN Redwood Financial Network Solon, Ohio	$224K	-$15.1K	1	0.15%	Reduced
3737	SPI Sutton Place Investors Katonah, New York	$224K	+$6.76K	1	0.12%	Increased
3738	EPA Element Pointe Advisors Miami, Florida	$224K	$0	1	0.04%	Maintained
3739	RA Rubicon Advisors Redding, California	$224K	-$92.1K	1	0.19%	Reduced
3740	FMP Financial Management Professionals Austin, Texas	$224K	+$171	4	0.03%	Increased
3741	CVA Central Valley Advisors Sacramento, California	$224K	+$230K	1	0.06%	New
3742	WCM Wealthcare Capital Management Richmond, Virginia	$223K	+$398	1	0.02%	Increased
3743	TI TTP Investments San Jose, California	$223K	+$230K	1	0.09%	New
3744	KAS Kemnay Advisory Services New York	$223K	+$36.9K	4	0.04%	Increased
3745	PWP Ponta Wealth Partners Winter Park, Florida	$223K	+$230K	1	0.18%	New
3746	FP Fiduciary Planning Englewood, Florida	$223K	$0	1	0.07%	Maintained
3747	PWM Partners Wealth Management Carmel By The Sea, California	$223K	-$8.15K	1	0.23%	Reduced
3748	JBA Johnson Bixby & Associates Vancouver, Washington	$222K	$0	1	0.03%	Maintained
3749	WW Westshore Wealth Newport Beach, California	$222K	$0	1	0.08%	Maintained
3750	HKIMG Hutchens & Kramer Investment Management Group Carmel, Indiana	$221K	-$23.7K	1	0.07%	Reduced