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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
2026	WF WealthTrust Fairport Cleveland, Ohio	$94K	+$95.4K	2	0.01%	New
2027	FCAG First Capital Advisors Group Little Silver, New Jersey	$90K	+$87.3K	3	0.05%	New
2028	LGWM Litman Gregory Wealth Management Larkspur, California	$90K	+$93.4K	1	0.04%	New
2029	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$88K	+$92.5K	1	0.06%	New
2030	CB CNB Bank Clearfield, Pennsylvania	$86K	-$7.04K	1	0.05%	Reduced
2031	BC Barnett & Company Chattanooga, Tennessee	$85K	$0	1	0.04%	Maintained
2032	FP Factorial Partners Mt. Kisco, New York	$83.9K	+$84.6K	1	0.08%	New
2033	FRA Front Row Advisors Tiburon, California	$83K	+$5.46K	4	0.06%	Increased
2034	FMP Financial Management Professionals Austin, Texas	$81K	+$76.4K	1	0.04%	New
2035	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$79K	+$9.83K	2	0.06%	Increased
2036	FPF FNY Partners Fund New York	$77K	-$429K	1	0.04%	Reduced
2037	LFG LifePlan Financial Group Dayton, Ohio	$77K	+$75.5K	2	0.04%	New
2038	WDL Well Done LLC Holland, Michigan	$77K	+$79.8K	2	0.02%	New
2039	PCA Providence Capital Advisors Charlotte, North Carolina	$70K	$0	2	0.05%	Maintained
2040	Country Trust Bank Bloomington, Illinois	$67K	-$5.12K	2	0%	Reduced
2041	MSA Marino Stram & Associates Braintree, Massachusetts	$63K	+$5.79K	3	0.06%	Increased
2042	PSC Prentiss Smith & Co Brattleboro, Vermont	$63K	-$4.21K	1	0.03%	Reduced
2043	Destination Wealth Management Walnut Creek, California	$62K	+$61.5K	2	0%	New
2044	RWM Raffa Wealth Management Washington, District of Columbia	$61.1K	$0	1	0.02%	Maintained
2045	KC KHP Capital Tulsa, Oklahoma	$59K	+$56.9K	1	0.04%	New
2046	PCM Princeton Capital Management Red Bank, New Jersey	$56K	+$58.6K	1	0.02%	New
2047	Credit Agricole Montrouge Cedex, France	$55K	-$4.87K	1	0%	Reduced
2048	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$54.1K	$0	2	0.04%	Maintained
2049	FBT First Bank & Trust Brookings, South Dakota	$54K	-$5.29K	1	0.04%	Reduced
2050	WAM Watermark Asset Management San Ramon, California	$53K	$0	2	0.02%	Maintained