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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	Arax Advisory Partners Denver, Colorado	$403K	+$181	4	0.12%	Increased
2077	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$402K	-$17.2K	1	0.22%	Reduced
2078	WCM Windsor Capital Management Phoenix, Arizona	$402K	+$8.35K	1	0.17%	Increased
2079	AWM Alterna Wealth Management Houston, Texas	$401K	-$54.3K	1	0.45%	Reduced
2080	MS Madden Securities Dallas, Texas	$401K	+$388K	1	0.4%	New
2081	PWA Physician Wealth Advisors Midvale, Utah	$401K	-$5.08K	1	0.18%	Reduced
2082	Truepoint Inc Cincinnati, Ohio	$400K	-$1.18K	1	0.03%	Reduced
2083	HT Heritage Trust Oklahoma City, Oklahoma	$399K	$0	1	0.08%	Maintained
2084	AWM AllSquare Wealth Management Albany, New York	$398K	$0	2	0.28%	Maintained
2085	Cohen & Steers New York	$398K	-$3.25M	1	0%	Reduced
2086	LWM Liberty Wealth Management Oakland, California	$398K	+$61.4K	4	0.31%	Increased
2087	HFA High Falls Advisors Rochester, New York	$396K	$0	1	0.11%	Maintained
2088	FNT First Nebraska Trust Lincoln, Nebraska	$396K	$0	1	0.06%	Maintained
2089	BFA Brendel Financial Advisors Hanover, New Hampshire	$395K	$0	1	0.34%	Maintained
2090	IWMA Ironwood Wealth Management (Arizona) Chandler, Arizona	$394K	$0	1	0.27%	Maintained
2091	SC Steph & Co Marinette, Wisconsin	$394K	+$379K	2	0.34%	New
2092	WCG Weaver Consulting Group Huntington Beach, California	$394K	+$2K	3	0.21%	Increased
2093	IWP Icon Wealth Partners Houston, Texas	$392K	+$41.1K	1	0.12%	Increased
2094	HI Hudock Inc Williamsport, Pennsylvania	$390K	+$17.4K	6	0.13%	Increased
2095	Wealthspire Advisors (New York) New York	$390K	+$96.9K	1	0.03%	Increased
2096	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$389K	+$726	1	0.33%	Increased
2097	Group One Trading Chicago, Illinois	$389K	+$185K	3	0%	Increased
2098	WPA Winning Points Advisors Boca Raton, Florida	$389K	$0	1	0.25%	Maintained
2099	PFG PAX Financial Group San Antonio, Texas	$386K	+$367K	1	0.17%	New
2100	PIA Pinion Investment Advisors Wichita, Kansas	$383K	+$20.4K	1	0.71%	Increased