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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
2101	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$230K	$0	1	0.15%	Maintained
2102	TC TAP Consulting Kirkwood, Missouri	$230K	-$39.8K	1	0.09%	Reduced
2103	RIM Reliant Investment Management Memphis, Tennessee	$229K	-$4.62M	1	0.15%	Reduced
2104	SBL Sargent Bickham Lagudis Boulder, Colorado	$229K	-$12.4K	3	0.02%	Reduced
2105	SWP Summit Wealth Partners Orlando, Florida	$229K	$0	1	0.07%	Maintained
2106	CPO Cerity Partners OCIO New York	$228K	-$57.6K	1	0.01%	Reduced
2107	Pathstone Family Office Englewood, New Jersey	$226K	+$67.6K	3	0.02%	Increased
2108	AC Addison Capital Conshohocken, Pennsylvania	$224K	$0	1	0.16%	Maintained
2109	HCMNY Howard Capital Management (New York) New York	$224K	-$307K	1	0.03%	Reduced
2110	AWM AllSquare Wealth Management Albany, New York	$223K	+$51.7K	2	0.16%	Increased
2111	FSA Fort Sheridan Advisors Highland Park, Illinois	$223K	+$236K	1	0.13%	New
2112	HCA Heck Capital Advisors Rhinelander, Wisconsin	$222K	+$17.3K	1	0.06%	Increased
2113	NA Navellier & Associates Reno, Nevada	$222K	+$978	1	0.05%	Increased
2114	AFS Axiom Financial Strategies New Albany, Indiana	$221K	-$27.3K	1	0.13%	Reduced
2115	SBF Sara-Bay Financial Sarasota, Florida	$221K	$0	1	0.12%	Maintained
2116	SC Slow Capital Greenbrae, California	$221K	+$11.9K	2	0.06%	Increased
2117	SCA Spearhead Capital Advisors Wellington, Florida	$221K	+$228K	1	0.04%	New
2118	SCM Stevens Capital Management Radnor, Pennsylvania	$221K	-$18.1K	1	0.08%	Reduced
2119	DAM Doheny Asset Management Los Angeles, California	$220K	-$60.9K	1	0.18%	Reduced
2120	TF TimeScale Financial Danvers, Massachusetts	$220K	+$17K	3	0.06%	Increased
2121	WCA Westover Capital Advisors Wilmington, Delaware	$218K	$0	1	0.09%	Maintained
2122	AIM Avity Investment Management Greenwich, Connecticut	$217K	$0	1	0.02%	Maintained
2123	CWP CFM Wealth Partners Austin, Texas	$215K	-$138K	1	0.08%	Reduced
2124	FGA Fortis Group Advisors Westwood, New Jersey	$214K	+$229K	3	0.04%	New
2125	OPA Old Port Advisors Portland, Maine	$214K	-$44.5K	1	0.11%	Reduced