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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	BCWM Blue Chip Wealth Management Miami Beach, Florida	$201K	-$220K	1	0.26%	Reduced
2027	FM Fondren Management Houston, Texas	$201K	+$213K	1	0.26%	New
2028	HA Harbor Advisors West Palm Beach, Florida	$201K	$0	1	0.08%	Maintained
2029	TFO Tarbox Family Office Newport Beach, California	$197K	-$1.11K	4	0.08%	Reduced
2030	AIA Alera Investment Advisors Deerfield, Illinois	$194K	+$225K	5	0.12%	New
2031	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$194K	-$573K	2	0.01%	Reduced
2032	TFA Toth Financial Advisory Leesburg, Virginia	$192K	+$906	3	0.05%	Increased
2033	CHP Cable Hill Partners Portland, Oregon	$191K	+$162K	4	0.08%	Increased
2034	CQS Credential Qtrade Securities Vancouver,	$189K	-$88.1K	2	0.04%	Reduced
2035	Wealthspire Advisors (New York) New York	$188K	+$216K	5	0.02%	New
2036	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$187K	+$184K	2	0.62%	New
2037	GEA Glen Eagle Advisors Kingston, New Jersey	$186K	+$4K	3	0.16%	Increased
2038	SIM Sonora Investment Management Tucson, Arizona	$184K	+$23.5K	2	0.03%	Increased
2039	SHJ Sharkey, Howes & Javer Denver, Colorado	$181K	$0	1	0.12%	Maintained
2040	LC Lavaca Capital Houston, Texas	$180K	+$205K	4	0.18%	New
2041	EWA ERTS Wealth Advisors Marquette, Michigan	$179K	+$210K	2	0.13%	New
2042	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$179K	+$2.27K	1	0.13%	Increased
2043	KLWA Kelly Lawrence W & Associates Pasadens, California	$174K	-$89.1K	1	0.04%	Reduced
2044	WPA West Paces Advisors Atlanta, Georgia	$169K	+$1.33K	3	0.13%	Increased
2045	OFW Omnia Family Wealth Aventura, Florida	$168K	-$15.3K	3	0.09%	Reduced
2046	CWM Cedar Wealth Management Walnut Creek, California	$163K	-$2.5K	1	0.12%	Reduced
2047	MCA Mercer Capital Advisers Little Silver, New Jersey	$158K	+$2.9K	1	0.12%	Increased
2048	TC Trust Company Manhattan, Kansas	$157K	-$31.3K	4	0.09%	Reduced
2049	HI Human Investing Lake Oswego, Oregon	$154K	+$154K	2	0.06%	New
2050	BCA Berman Capital Advisors Atlanta, Georgia	$152K	+$176K	6	0.06%	New