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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	EBT Enterprise Bank & Trust Lowell, Massachusetts	$313K	$0	1	0.12%	Maintained
2227	LWM Loveless Wealth Management Billings, Montana	$312K	+$34.6K	1	0.19%	Increased
2228	SAA Southeast Asset Advisors Thomasville, Georgia	$310K	+$1.03K	1	0.05%	Increased
2229	GWM GSB Wealth Management Guilford, Connecticut	$309K	-$2.25M	1	0.16%	Reduced
2230	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$306K	-$1.52M	1	0.08%	Reduced
2231	MPM Meritage Portfolio Management Overland Park, Kansas	$305K	$0	1	0.02%	Maintained
2232	RWM Reston Wealth Management Reston, Virginia	$305K	-$361	1	0.16%	Reduced
2233	Arax Advisory Partners Denver, Colorado	$304K	-$224K	3	0.04%	Reduced
2234	ACM Antonetti Capital Management Naples, Florida	$303K	+$302K	1	0.25%	New
2235	PI Parkside Investments Deerfield, Illinois	$302K	-$855K	1	0.06%	Reduced
2236	RC Ronit Capital London, United Kingdom	$301K	-$273K	1	0.34%	Reduced
2237	TFCP Twin Focus Capital Partners Boston, Massachusetts	$301K	+$2.82K	1	0.07%	Increased
2238	CWM Campbell Wealth Management Alexandria, Virginia	$300K	$0	1	0.04%	Maintained
2239	JF JSF Financial Los Angeles, California	$300K	+$14.3K	1	0.15%	Increased
2240	SAM Seelaus Asset Management Chatham, New Jersey	$300K	-$644K	1	0.18%	Reduced
2241	AC Avenir Corporation Alexandria, Virginia	$299K	+$309K	1	0.03%	New
2242	TCWM Total Clarity Wealth Management St. Charles, Illinois	$299K	+$32.2K	2	0.14%	Increased
2243	OWA One Wealth Advisors San Francisco, California	$296K	+$6.59K	1	0.09%	Increased
2244	HHGA Halbert Hargrove Global Advisors Long Beach, California	$295K	-$20.9K	1	0.02%	Reduced
2245	MCM Marathon Capital Management Hunt Valley, Maryland	$295K	+$304K	1	0.07%	New
2246	WP WealthPLAN Partners Omaha, Nebraska	$295K	-$9.58K	1	0.02%	Reduced
2247	AA Argent Advisors Monroe, Louisiana	$294K	$0	1	0.17%	Maintained
2248	BI Ballast Inc Lexington, Kentucky	$294K	$0	1	0.12%	Maintained
2249	ADL Asset Dedication LLC San Francisco, California	$293K	+$48.1K	4	0.04%	Increased
2250	CB CNB Bank Clearfield, Pennsylvania	$292K	-$2.59K	3	0.18%	Reduced