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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
4001	ICCON Investment Counsel Company of Nevada Las Vegas, Nevada	$5.12K	+$4.95K	1	0.01%	New
4002	BWM Benson Wealth Management Ooltewah, Tn, Tennessee	$4.82K	$0	2	0%	Maintained
4003	FF Friedenthal Financial Marlton, New Jersey	$4.67K	$0	1	0%	Maintained
4004	LC Luminist Capital Grand Rapids, Michigan	$4.55K	+$4.4K	1	0.01%	New
4005	T Transce3nd Kyle, Texas	$4.07K	$0	1	0.04%	Maintained
4006	QWM Quaker Wealth Management Moorestown, New Jersey	$3.27K	-$703K	2	0%	Reduced
4007	BNP Paribas Paris, France	$2.9K	-$38.3K	1	0%	Reduced
4008	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$2.76K	-$6.16M	2	0%	Reduced
4009	DWA Delos Wealth Advisors Dallas, Texas	$1.71K	+$1.65K	1	0%	New
4010	P Palladiem Bryn Mawr, Pennsylvania	$1.71K	$0	1	0%	Maintained
4011	FG Fairman Group Chesterbrook, Pennsylvania	$1.52K	$0	1	0%	Maintained
4012	3FI 3 Factor Indexing Sacramento, California	$1.3K	$0	3	0%	Maintained
4013	NL NorthAvenue LLC Columbus, Ohio	$1.27K	$0	2	0%	Maintained
4014	LHEI Leo H. Evart Inc Redwood City, California	$1.19K	$0	2	0%	Maintained
4015	RJA Ross\Johnson & Associates Plymouth, Minnesota	$949	+$183	1	0.01%	Increased
4016	SVWA Sarver Vrooman Wealth Advisors Kansas City, Missouri	$870	$0	1	0%	Maintained
4017	TCM Timbuktu Capital Management Boston, Massachusetts	$581	+$636	1	0%	New
4018	RVM Robinson Value Management San Antonio, Texas	$190	$0	1	0%	Maintained
4019	APM a16z Perennial Management Menlo Park, California	$0	-$960K	0	–	Closed
4020	AWP Abacus Wealth Partners Santa Monica, California	$0	-$1.28M	0	–	Closed
4021	AFC AFT Forsyth & Company West Palm Beach, Florida	$0	-$389K	0	–	Closed
4022	AV Alamea Verwaltungs Edison, New Jersey	$0	-$966K	0	–	Closed
4023	AFO Allie Family Office Miami, Florida	$0	-$281K	0	–	Closed
4024	AR Altar Rock New York	$0	-$632K	0	–	Closed
4025	ACM Andina Capital Management Lehi, Utah	$0	-$964K	0	–	Closed