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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
2326	APP Alpha Paradigm Partners Chicago, Illinois	$262K	+$260K	2	0.1%	New
2327	CFFP Center for Financial Planning Southfied, Michigan	$261K	-$15.1K	2	0.06%	Reduced
2328	EW Element Wealth Ridgeland, Mississippi	$261K	+$1.51K	1	0.2%	Increased
2329	FWM Focused Wealth Management Newburgh, New York	$261K	+$28.5K	3	0.04%	Increased
2330	NA Navellier & Associates Reno, Nevada	$260K	+$1.08K	1	0.04%	Increased
2331	RC Rovin Capital Mesa, Arizona	$260K	+$252	1	0.19%	Increased
2332	Laird Norton Wetherby Trust Company Seattle, Washington	$259K	-$84.4K	1	0.03%	Reduced
2333	FH FWG Holdings Winter Park, Florida	$257K	+$253K	1	0.23%	New
2334	RM Resource Management Metairie, Louisiana	$257K	$0	1	0.03%	Maintained
2335	CCM Canal Capital Management Richmond, Virginia	$255K	-$5.64K	1	0.07%	Reduced
2336	GC GFG Capital Miami, Florida	$254K	+$5.89K	1	0.08%	Increased
2337	BOM Bank of Marin Novato, California	$253K	-$9.17K	1	0.19%	Reduced
2338	MIM MTM Investment Management Spartanburg, South Carolina	$253K	-$16.8K	1	0.13%	Reduced
2339	Caprock Group Boise, Idaho	$252K	-$207K	1	0.02%	Reduced
2340	DA DSC Advisors Chicago, Illinois	$252K	-$68.6K	1	0.18%	Reduced
2341	WQ Wealth Quarterback Toms River, New Jersey	$252K	+$250K	4	0.15%	New
2342	CP Coho Partners Berwyn, Pennsylvania	$251K	$0	1	0%	Maintained
2343	RQS Ramsey Quantitative Systems Louisville, Kentucky	$251K	+$247K	1	1.38%	New
2344	PFWA Paces Ferry Wealth Advisors Atlanta, Georgia	$250K	+$18.9K	1	0.19%	Increased
2345	MGAM McGowan Group Asset Management Dallas, Texas	$249K	+$168	1	0.04%	Increased
2346	SPC Stewart & Patten Company Lafayette, California	$249K	+$4.71K	1	0.04%	Increased
2347	SG StoneX Group New York	$249K	-$59.1K	1	0.04%	Reduced
2348	SFG StrategIQ Financial Group Merrillville, Indiana	$248K	$0	1	0.05%	Maintained
2349	KA KLCM Advisors Milwaukee, Wisconsin	$247K	+$21.8K	1	0.05%	Increased
2350	OPWM Oakwell Private Wealth Management Austin, Texas	$247K	-$720	1	0.16%	Reduced