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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
3751	EP Ehrenkranz Partners New York	$221K	$0	1	0.17%	Maintained
3752	TCM Triumph Capital Management Denver, Colorado	$221K	-$14.9K	4	0.05%	Reduced
3753	FL FreeGulliver LLC New Orleans, Louisiana	$220K	+$3.98K	1	0.09%	Increased
3754	DWM Dopkins Wealth Management Williamsville, New York	$220K	+$227K	1	0.09%	New
3755	RB Renasant Bank Tupelo, Mississippi	$220K	+$227K	1	0.16%	New
3756	GWA Geometric Wealth Advisors Washington, District of Columbia	$219K	+$226K	1	0.03%	New
3757	BHFP Blom & Howell Financial Planning Modesto, California	$219K	-$3.18K	1	0.22%	Reduced
3758	CHA Cooper/Haims Advisors Victor, New York	$219K	-$17.5K	1	0.1%	Reduced
3759	BPFA Barnes Pettey Financial Advisors Clarksdale, Mississippi	$219K	$0	1	0.1%	Maintained
3760	Blackstone Inc New York	$218K	+$297K	1	0%	New
3761	WCM Wallace Capital Management Dallas, Texas	$218K	-$19.9K	1	0.03%	Reduced
3762	CWM Cherrydale Wealth Management Hoboken, New Jersey	$218K	-$13.7K	1	0.07%	Reduced
3763	BA Bluesphere Advisors East Norriton, Pennsylvania	$218K	+$225K	1	0.08%	New
3764	OKSA O'Keefe Stevens Advisory Rochester, New York	$218K	$0	1	0.05%	Maintained
3765	OC OxenFree Capital Satellite Beach, Florida	$218K	-$99.3K	1	0.11%	Reduced
3766	OS Objectivity Squared Charleston, South Carolina	$217K	$0	1	0.14%	Maintained
3767	CCM Carderock Capital Management Chevy Chase, Maryland	$217K	$0	1	0.05%	Maintained
3768	BFA Bright Financial Advisors Portage, Michigan	$217K	+$224K	1	0.1%	New
3769	NWM Navigoe Wealth Management Redondo Beach, California	$217K	$0	2	0.13%	Maintained
3770	HGA Hobbs Group Advisors Columbia, South Carolina	$216K	$0	1	0.06%	Maintained
3771	CCP Cane Capital Partners Saint Francisville, Louisiana	$216K	-$42K	1	0.09%	Reduced
3772	ELM Elite Life Management Sarasota, Florida	$216K	+$3.38K	1	0.27%	Increased
3773	CF Carlson Financial Canby, Oregon	$215K	-$70.6K	1	0.13%	Reduced
3774	ACGA Atlanta Consulting Group Advisors Atlanta, Georgia	$214K	$0	1	0.05%	Maintained
3775	HIGP Hill Investment Group Partners St. Louis, Missouri	$214K	+$217K	1	0.02%	New