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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
2301	TWM Tanglewood Wealth Management Houston, Texas	$240K	$0	1	0.05%	Maintained
2302	HR Hayden Royal Charlotte, North Carolina	$239K	-$144K	1	0.12%	Reduced
2303	NA Navellier & Associates Reno, Nevada	$239K	-$4.92K	1	0.04%	Reduced
2304	FAM Foothills Asset Management Scottsdale, Arizona	$237K	$0	1	0.17%	Maintained
2305	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$237K	$0	1	0.13%	Maintained
2306	PW Peninsula Wealth San Francisco, California	$237K	+$10.3K	1	0.11%	Increased
2307	DI DFPG Investments Sandy, Utah	$235K	-$3.01K	1	0.15%	Reduced
2308	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$234K	+$225K	1	0.02%	New
2309	SIM Sadoff Investment Management Milwaukee, Wisconsin	$234K	+$14.3K	1	0.02%	Increased
2310	ACWM Adams Chetwood Wealth Management Durham, North Carolina	$233K	+$225K	1	0.24%	New
2311	LPWM Lake Point Wealth Management Rockwall, Texas	$233K	+$236K	1	0.08%	New
2312	FI Financial Insights Tacoma, Washington	$232K	+$2.72K	1	0.2%	Increased
2313	NCM Noesis Capital Mangement Boca Raton, Florida	$232K	+$223K	1	0.06%	New
2314	SDH Sloy Dahl & Holst Vancouver, Washington	$232K	+$223K	1	0.22%	New
2315	1W 1776 Wealth Atlanta, Georgia	$231K	+$224K	2	0.2%	New
2316	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$231K	$0	2	0.71%	Maintained
2317	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$231K	+$6.44K	1	0.1%	Increased
2318	PGA Portland Global Advisors Portland, Maine	$231K	-$40.2K	1	0.07%	Reduced
2319	PIMG Patriot Investment Management Group Knoxville, Tennessee	$230K	+$181	1	0.03%	Increased
2320	SCG Sonata Capital Group Seattle, Washington	$228K	$0	1	0.14%	Maintained
2321	EIA Eldridge Investment Advisors Manchester, New Hampshire	$227K	$0	1	0.11%	Maintained
2322	One Capital Management Westlake Village, California	$227K	+$3.52K	1	0.03%	Increased
2323	BP Broadleaf Partners Hudson, Ohio	$226K	+$218K	1	0.12%	New
2324	CWM CCG Wealth Management San Diego, California	$226K	+$218K	1	0.14%	New
2325	TT TI-Trust Quincy, Illinois	$226K	+$218K	1	0.22%	New