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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	MCM Maple Capital Management Montpelier, Vermont	$207K	+$213K	1	0.01%	New
3802	AF AGP Franklin Franklin, Tennessee	$207K	+$281K	1	0.1%	New
3803	CAM Concorde Asset Management Ann Arbor, Michigan	$207K	-$43.9K	1	0.1%	Reduced
3804	CAP Columbia Advisory Partners Spokane, Washington	$206K	-$6.96K	1	0.13%	Reduced
3805	RCA Runnymede Capital Advisors Dublin, Ohio	$206K	-$2.34M	1	0.18%	Reduced
3806	SBF Sara-Bay Financial Sarasota, Florida	$206K	+$209K	1	0.06%	New
3807	SAM Seelaus Asset Management Chatham, New Jersey	$206K	+$212K	1	0.15%	New
3808	BFG Beto Financial Group Boise, Idaho	$206K	+$1.79K	1	0.12%	Increased
3809	CMAI Capital Management Associates Inc Minneapolis, Minnesota	$205K	+$208K	1	0.05%	New
3810	RA Rodgers & Associates Lancaster, Pennsylvania	$205K	+$207K	1	0.02%	New
3811	PIA Prakash Investment Advisors Andover, Massachusetts	$205K	+$207K	1	0.16%	New
3812	CWIG Chung Wu Investment Group Sugar Land, Texas	$204K	-$741K	1	0.18%	Reduced
3813	IWP IAG Wealth Partners Waukesha, Wisconsin	$204K	-$22.1K	3	0.02%	Reduced
3814	CP Creekside Partners Petaluma, California	$204K	+$210K	1	0.08%	New
3815	GHA GW Henssler & Associates Kennesaw, Georgia	$204K	+$207K	1	0.01%	New
3816	CL CPWA LLC Hood River, Oregon	$204K	+$227K	1	0.24%	New
3817	FEM Fulcrum Equity Management Plano, Texas	$204K	+$210K	1	0.2%	New
3818	PWM Power Wealth Management Alpharetta, Georgia	$204K	+$210K	1	0.08%	New
3819	OWM Omnitrust Wealth Management Jacksonville, Florida	$204K	-$45.8K	1	0.26%	Reduced
3820	FSWA Financial Synergies Wealth Advisors Houston, Texas	$204K	+$210K	1	0.02%	New
3821	ML Mayport LLC Newton, Massachusetts	$202K	+$208K	1	0.04%	New
3822	OWA Outlook Wealth Advisors Shenandoah, Texas	$202K	+$218K	1	0.05%	New
3823	TWD True Wealth Design Akron, Ohio	$202K	-$11.6K	8	0.06%	Reduced
3824	SF Slagle Financial Edwardsville, Illinois	$202K	+$208K	1	0.07%	New
3825	C1AG Client 1st Advisory Group Dunedin, Florida	$201K	-$12.5K	1	0.06%	Reduced