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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
1851	Main Management ETF Advisors San Francisco, California	$2.25M	-$952K	2	0.07%	Reduced
1852	GECH Garnet Equity Capital Holdings New York	$2.24M	+$2.72M	1	0.42%	New
1853	Wedge Capital Management Charlotte, North Carolina	$2.24M	-$2.29M	2	0.04%	Reduced
1854	AFC Ares Financial Consulting Calabasas, California	$2.24M	-$11.5K	7	1.61%	Reduced
1855	OWP ORG Wealth Partners Dallas, Texas	$2.24M	-$49.6K	3	0.34%	Reduced
1856	MCP Miller Capital Partners Troy, Michigan	$2.24M	$0	2	0.87%	Maintained
1857	KSB Kennebec Savings Bank Augusta, Maine	$2.23M	+$11.8K	4	1.79%	Increased
1858	GFP Gryphon Financial Partners Columbus, Ohio	$2.22M	+$256K	3	0.2%	Increased
1859	AFM Abbot Financial Management Andover, Massachusetts	$2.21M	+$219K	1	0.75%	Increased
1860	4WM 44 Wealth Management Eugene, Oregon	$2.21M	-$296K	3	0.73%	Reduced
1861	GWANC Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina	$2.21M	-$35.4K	3	0.12%	Reduced
1862	MTC Matrix Trust Company Denver, Colorado	$2.2M	-$186K	1	0.32%	Reduced
1863	TCPG Trivant Custom Portfolio Group San Diego, California	$2.2M	-$88.3K	1	1.17%	Reduced
1864	CIM Corda Investment Management Houston, Texas	$2.19M	+$42.7K	1	0.13%	Increased
1865	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$2.19M	+$10.4K	2	0.56%	Increased
1866	TBT Texas Bank & Trust Longview, Texas	$2.19M	-$3.67K	2	0.72%	Reduced
1867	BWS Broadway Wealth Solutions San Antonio, Texas	$2.19M	+$54.8K	2	1.02%	Increased
1868	OFA Orographic Financial Advisors Avon, Colorado	$2.19M	-$6.05K	1	1.45%	Reduced
1869	PMSA Patrick M. Sweeney & Associates Libertyville, Illinois	$2.18M	+$7.67K	3	1.25%	Increased
1870	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$2.18M	+$507K	3	0.25%	Increased
1871	PFA Pathway Financial Advisers Auburn, Indiana	$2.17M	-$5.04M	1	0.55%	Reduced
1872	TFM TFC Financial Management Boston, Massachusetts	$2.16M	-$8.75K	6	0.24%	Reduced
1873	SW SkyOak Wealth Southfield, Michigan	$2.16M	+$916K	3	0.35%	Increased
1874	MA MJP Associates Farmington, Connecticut	$2.16M	-$288K	2	0.24%	Reduced
1875	GTAM Global Trust Asset Management West Palm Beach, Florida	$2.15M	-$652K	3	0.67%	Reduced