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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
2076	HPWM Highland Private Wealth Management Bellevue, Washington	$226K	+$230K	1	0.06%	New
2077	WA Winfield Associates Cleveland, Ohio	$226K	$0	1	0.12%	Maintained
2078	CF Corrigan Financial Middletown, Rhode Island	$225K	-$3.26K	1	0.17%	Reduced
2079	SNS Financial Group Minneapolis, Minnesota	$224K	-$9.28K	1	0.04%	Reduced
2080	WI WrapManager Inc Mill Valley, California	$224K	+$214K	1	0.07%	New
2081	CFG Cooper Financial Group Irvine, California	$223K	+$206K	1	0.11%	New
2082	LWA Lenox Wealth Advisors New York	$222K	+$157K	2	0.04%	Increased
2083	CA Cumberland Advisors Sarasota, Florida	$221K	$0	1	0.07%	Maintained
2084	SHJ Sharkey, Howes & Javer Denver, Colorado	$221K	$0	1	0.1%	Maintained
2085	HA Harbor Advisors West Palm Beach, Florida	$219K	$0	1	0.07%	Maintained
2086	LFA Legacy Financial Advisors Covington, Kentucky	$219K	-$49.1K	1	0.08%	Reduced
2087	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$218K	$0	2	0.62%	Maintained
2088	OC Oakmont Corp Los Angeles, California	$216K	-$4.39M	1	0.03%	Reduced
2089	MCM Mengis Capital Management Portland, Oregon	$215K	$0	1	0.07%	Maintained
2090	PFA Pathway Financial Advisors South Burlington, Vermont	$215K	+$198K	1	0.06%	New
2091	HIM Hanlon Investment Management Egg Harbor Township, New Jersey	$214K	+$197K	1	0.02%	New
2092	SG StoneX Group New York	$214K	-$26.6K	1	0.14%	Reduced
2093	AIP Ahrens Investment Partners Lafayette, Louisiana	$213K	$0	1	0.1%	Maintained
2094	DI DFPG Investments Sandy, Utah	$213K	+$201K	1	0.2%	New
2095	KLWA Kelly Lawrence W & Associates Pasadens, California	$213K	$0	1	0.04%	Maintained
2096	MUS Mitsubishi UFJ Securities Tokyo, Japan	$213K	+$202K	2	0.71%	New
2097	CCFM Clear Creek Financial Management Silverdale, Washington	$212K	+$196K	1	0.09%	New
2098	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$212K	+$167	1	0.07%	Increased
2099	PPP Private Portfolio Partners Paramus, New Jersey	$212K	-$44.7K	1	0.09%	Reduced
2100	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$211K	$0	1	0.23%	Maintained