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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
2226	WBC West Branch Capital Amherst, Massachusetts	$253K	-$10.7K	1	0.15%	Reduced
2227	PBO Peoples Bank (Ohio) Marietta, Ohio	$251K	-$6.25K	1	0.15%	Reduced
2228	CWM CCG Wealth Management San Diego, California	$250K	+$230K	1	0.26%	New
2229	ICA Infrastructure Capital Advisors New York	$250K	+$230K	1	0.08%	New
2230	CCC Crescent Capital Consulting New Orleans, Louisiana	$249K	+$235K	2	0.06%	New
2231	HIS Harvest Investment Services Oakbrook Terrace, Illinois	$249K	+$206K	1	0.13%	New
2232	RG Renaissance Group Covington, Kentucky	$248K	+$228K	1	0.01%	New
2233	Capital International Los Angeles, California	$247K	-$22.3K	1	0.01%	Reduced
2234	SWP ShoreHaven Wealth Partners Red Bank, New Jersey	$247K	+$232K	2	0.14%	New
2235	Waverly Advisors Birmingham, Alabama	$247K	+$225K	1	0.03%	New
2236	AIM Aspen Investment Management Grand Rapids, Michigan	$246K	+$227K	1	0.15%	New
2237	HA Harbor Advisors West Palm Beach, Florida	$246K	$0	1	0.06%	Maintained
2238	PPP Private Portfolio Partners Paramus, New Jersey	$245K	-$3.55K	1	0.09%	Reduced
2239	Accredited Investors Edina, Minnesota	$245K	+$225K	1	0.04%	New
2240	TCOT Trust Company of Toledo Holland, Ohio	$245K	-$306	1	0.05%	Reduced
2241	ANBT American National Bank & Trust Wichita Falls, Texas	$244K	-$337K	1	0.06%	Reduced
2242	OL Optas LLC Austin, Texas	$244K	-$98.6K	1	0.08%	Reduced
2243	SWM Sculati Wealth Management Bloomfield Hills, Michigan	$244K	$0	1	0.16%	Maintained
2244	WCG Weaver Consulting Group Huntington Beach, California	$244K	-$16.7K	1	0.15%	Reduced
2245	BI Ballast Inc Lexington, Kentucky	$243K	-$220K	1	0.12%	Reduced
2246	BZWA Blue Zone Wealth Advisors Los Angeles, California	$243K	-$62.4K	1	0.12%	Reduced
2247	HWA HHM Wealth Advisors Chattanooga, Tennessee	$243K	$0	2	0.08%	Maintained
2248	SIA SkyView Investment Advisors Shrewsbury, New Jersey	$243K	+$244K	1	0.11%	New
2249	HHGA Halbert Hargrove Global Advisors Long Beach, California	$242K	+$222K	1	0.02%	New
2250	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$242K	+$234K	1	0.08%	New