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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
3801	CFM Cornerstone Financial Management Burlington, Massachusetts	$177K	+$24.1K	5	0.14%	Increased
3802	ORAM One River Asset Management Stamford, Connecticut	$175K	+$117K	1	0.06%	Increased
3803	CA Centerpoint Advisors Needham, Massachusetts	$173K	$0	3	0.05%	Maintained
3804	CIS Custom Index Systems New York	$172K	+$193K	2	0.06%	New
3805	AW Ankerstar Wealth Leander, Texas	$172K	+$15.7K	6	0.14%	Increased
3806	GA GoalVest Advisory New York	$167K	-$201K	3	0.03%	Reduced
3807	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$166K	+$28.8K	5	0.03%	Increased
3808	SA Spear Advisors East Hampton, New York	$165K	-$5.21M	1	0.06%	Reduced
3809	OCWP Owl Creek Wealth Partners Denver, Colorado	$164K	+$8.14K	5	0.05%	Increased
3810	AFWM AMJ Financial Wealth Management Leesburg, Virginia	$164K	$0	1	0.04%	Maintained
3811	JCP JB Capital Partners Armonk, New York	$164K	$0	1	0.03%	Maintained
3812	VWA Valued Wealth Advisors Holladay, Utah	$159K	+$6.37K	4	0.06%	Increased
3813	BTC Bank & Trust Company Litchfield, Illinois	$157K	$0	2	0.1%	Maintained
3814	ISWM Intesa Sanpaolo Wealth Management Ville De Luxembourg,	$154K	+$149K	1	0.03%	New
3815	IWP IAG Wealth Partners Waukesha, Wisconsin	$154K	$0	3	0.02%	Maintained
3816	HFS Horizon Financial Services Winston Salem, North Carolina	$153K	+$135K	2	0.06%	Increased
3817	TAP Tounjian Advisory Partners Fort Myers, Florida	$151K	-$1.91M	3	0.06%	Reduced
3818	SC Sawyer & Company Boston, Massachusetts	$150K	$0	1	0.05%	Maintained
3819	Capula Management Grand Cayman, Cayman Islands	$149K	+$140K	1	0%	Increased
3820	PS Planning Strategies Lancaster, Pennsylvania	$148K	+$144K	4	0.09%	New
3821	SWAG Spectrum Wealth Advisory Group Granite Bay, California	$145K	+$141K	3	0.04%	New
3822	GFA Godfrey Financial Associates Glenmont, New York	$144K	+$4.22K	5	0.11%	Increased
3823	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$144K	$0	2	0.07%	Maintained
3824	CFS CGC Financial Services Lake Oswego, Oregon	$143K	-$5.13K	2	0.03%	Reduced
3825	WAG Wiser Advisor Group Phoenix, Arizona	$142K	+$550	1	0.16%	Increased