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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
2201	CMO Covenant Multifamily Offices San Antonio, Texas	$331K	-$4.62K	1	0.06%	Reduced
2202	ACG Allen Capital Group Grand Island, Nebraska	$330K	+$723	1	0.07%	Increased
2203	RG Retirement Group San Diego, California	$329K	+$224K	2	0.15%	Increased
2204	SVCP Silicon Valley Capital Partners San Jose, California	$329K	$0	1	0.06%	Maintained
2205	SOW State of Wyoming Cheyenne, Wyoming	$328K	+$18.9K	4	0.21%	Increased
2206	RSS Rosenblum Silverman Sutton San Francisco, California	$327K	-$13.3K	1	0.07%	Reduced
2207	AWM AllSquare Wealth Management Albany, New York	$326K	$0	2	0.19%	Maintained
2208	LWM Liberty Wealth Management Oakland, California	$326K	+$48.4K	4	0.12%	Increased
2209	MSA Marino Stram & Associates Braintree, Massachusetts	$325K	-$2.48M	1	0.11%	Reduced
2210	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$324K	$0	1	0.21%	Maintained
2211	CFAM Center For Asset Management Palm Beach Gardens, Florida	$324K	$0	1	0.27%	Maintained
2212	HCMG Howard Capital Management Group Los Angeles, California	$324K	+$15.3K	1	0.03%	Increased
2213	IHL Investment House LLC Redondo Beach, California	$324K	$0	1	0.02%	Maintained
2214	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$324K	$0	1	0.15%	Maintained
2215	LPWM Lake Point Wealth Management Rockwall, Texas	$323K	$0	2	0.15%	Maintained
2216	SDAM Shulman DeMeo Asset Management Lake Success, New York	$323K	+$324K	1	0.28%	New
2217	TF TimeScale Financial Danvers, Massachusetts	$320K	+$997	3	0.08%	Increased
2218	AF Aldebaran Financial	$319K	-$72.3K	1	0.26%	Reduced
2219	APWM Atlas Private Wealth Management Albany, New York	$319K	-$513	1	0.2%	Reduced
2220	BCP Berkeley Capital Partners Milton, Georgia	$319K	-$770	1	0.15%	Reduced
2221	LCM Leisure Capital Management Costa Mesa, California	$318K	-$1.03K	1	0.17%	Reduced
2222	RFO RiverGlades Family Offices Naples, Florida	$318K	-$6.76K	1	0.25%	Reduced
2223	SI SimpliFi Inc San Diego, California	$318K	$0	1	0.14%	Maintained
2224	WCG Weaver Consulting Group Huntington Beach, California	$316K	+$8.81K	1	0.17%	Increased
2225	AC Addison Capital Conshohocken, Pennsylvania	$314K	$0	1	0.15%	Maintained