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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
3776	CFM Cornerstone Financial Management Burlington, Massachusetts	$138K	+$132K	5	0.13%	New
3777	JWM Jessup Wealth Management Dayton, Ohio	$138K	+$131K	1	0.05%	New
3778	BCM Boreal Capital Management Miami, Florida	$138K	$0	1	0.1%	Maintained
3779	WAG Wiser Advisor Group Phoenix, Arizona	$138K	+$1.83K	2	0.16%	Increased
3780	SA Strategic Advocates Logan, Utah	$137K	+$33.5K	4	0.04%	Increased
3781	TIM Thompson Investment Management Madison, Wisconsin	$136K	-$4.34K	3	0.02%	Reduced
3782	WW Winnow Wealth Waco, Texas	$136K	+$2.32K	5	0.1%	Increased
3783	EWM Evolution Wealth Management Fort Myers, Florida	$134K	+$8.71K	1	0.11%	Increased
3784	GFA Godfrey Financial Associates Glenmont, New York	$133K	+$127K	5	0.12%	New
3785	MCA McGuire Capital Advisors Bethany, Oklahoma	$133K	+$130K	4	0.08%	New
3786	AW Ankerstar Wealth Leander, Texas	$131K	+$125K	5	0.13%	New
3787	HIA HFM Investment Advisors Glassboro, New Jersey	$125K	+$20.5K	7	0.05%	Increased
3788	VWA Valued Wealth Advisors Holladay, Utah	$123K	+$2.96K	3	0.05%	Increased
3789	WG Wellington Group Indianapolis, Indiana	$123K	+$118K	2	0.04%	New
3790	MASECO Private Wealth London,	$120K	+$122K	1	0.01%	New
3791	DWS Dynamic Wealth Strategies Granite Bay, California	$119K	$0	1	0.07%	Maintained
3792	KLWA Kelly Lawrence W & Associates Pasadens, California	$119K	-$69.5K	1	0.03%	Reduced
3793	AWA Acumen Wealth Advisors Chattanooga, Tennessee	$119K	+$113K	5	0.03%	New
3794	VWA VSM Wealth Advisory Hunt Valley, Maryland	$117K	$0	3	0.04%	Maintained
3795	LI Louisbourg Investments Dieppe, New Brunswick, Canada	$116K	$0	1	0.02%	Maintained
3796	IFS Intelligent Financial Strategies Excelsior, Minnesota	$116K	$0	1	0.06%	Maintained
3797	PP Paladin Partners Hartland, Wisconsin	$115K	+$109K	1	0.09%	New
3798	GFL Granite FO LLC Bedford, New Hampshire	$114K	-$164K	1	0.06%	Reduced
3799	IRAG Investment Research & Advisory Group Atlanta, Georgia	$110K	$0	2	0.04%	Maintained
3800	TM Torren Management San Diego, California	$108K	+$110K	6	0.06%	New