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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
1901	SAM SP Asset Management Cupertino, California	$344K	-$107K	1	0.09%	Reduced
1902	KWMG King Wealth Management Group Naples, Florida	$342K	+$228	1	0.11%	Increased
1903	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$341K	+$760	1	0.31%	Increased
1904	ACG Allen Capital Group Grand Island, Nebraska	$341K	+$2.73K	1	0.11%	Increased
1905	BFA Brendel Financial Advisors Hanover, New Hampshire	$340K	$0	1	0.3%	Maintained
1906	KFA Kays Financial Advisory Atlanta, Georgia	$340K	+$318K	1	0.07%	New
1907	CFA Cahill Financial Advisors Edina, Minnesota	$339K	-$12.1K	1	0.14%	Reduced
1908	IWMA Ironwood Wealth Management (Arizona) Chandler, Arizona	$339K	$0	1	0.29%	Maintained
1909	DC DeDora Capital Napa, California	$337K	+$316K	1	0.25%	New
1910	RFG Advisory Birmingham, Alabama	$337K	+$2.73K	1	0.09%	Increased
1911	SCI Stableford Capital II Scottsdale, Arizona	$336K	+$20.6K	1	0.28%	Increased
1912	AIA Affinity Investment Advisors Newport Beach, California	$335K	+$314K	1	0.07%	New
1913	WPA Winning Points Advisors Boca Raton, Florida	$335K	$0	1	0.26%	Maintained
1914	AFM Andesa Financial Management Allentown, Pennsylvania	$334K	+$323K	1	0.16%	New
1915	AWM AllSquare Wealth Management Albany, New York	$332K	$0	2	0.25%	Maintained
1916	DWM Darwin Wealth Management Tampa, Florida	$332K	+$320K	1	0.11%	New
1917	CL CIM LLC Albany, New York	$331K	+$34.5K	1	0.12%	Increased
1918	FC Financial Consulate Hunt Valley, Maryland	$331K	-$25.5K	1	0.15%	Reduced
1919	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$327K	$0	1	0.26%	Maintained
1920	WCM Windsor Capital Management Phoenix, Arizona	$326K	+$26.3K	1	0.15%	Increased
1921	Xact Kapitalforvaltning Stockholm, Sweden	$326K	+$337K	1	0.01%	New
1922	9WM 9258 Wealth Management Blue Ash, Ohio	$325K	+$11.9K	1	0.28%	Increased
1923	TST Tech Square Trading Boston, Massachusetts	$325K	+$329K	1	0.49%	New
1924	Evergreen Capital Management Bellevue, Washington	$324K	+$44.5K	1	0.03%	Increased
1925	MFW Meristem Family Wealth Minnetonka, Minnesota	$324K	+$1.82K	1	0.11%	Increased