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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
2401	LC Lincoln Capital Lincoln, Nebraska	$373K	-$9.57K	1	0.09%	Reduced
2402	SWM Sculati Wealth Management Bloomfield Hills, Michigan	$373K	+$13.2K	1	0.18%	Increased
2403	RWM Reston Wealth Management Reston, Virginia	$372K	$0	1	0.19%	Maintained
2404	CS Capital Square Chattanooga, Tennessee	$371K	$0	1	0.26%	Maintained
2405	SI SimpliFi Inc San Diego, California	$369K	-$24.4K	1	0.17%	Reduced
2406	KFA Kelleher Financial Advisors New York	$368K	+$201K	1	0.2%	Increased
2407	BWG Beta Wealth Group San Diego, California	$367K	+$351K	1	0.25%	New
2408	BAM Bosun Asset Management Chicago, Illinois	$367K	+$66.3K	1	0.39%	Increased
2409	RFO RiverGlades Family Offices Naples, Florida	$367K	$0	1	0.28%	Maintained
2410	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$365K	$0	1	0.15%	Maintained
2411	WBC West Branch Capital Amherst, Massachusetts	$365K	$0	2	0.17%	Maintained
2412	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$363K	+$335K	1	0.78%	New
2413	IHL Investment House LLC Redondo Beach, California	$363K	-$9.48K	1	0.03%	Reduced
2414	CB CNB Bank Clearfield, Pennsylvania	$362K	+$19.7K	3	0.2%	Increased
2415	BBNB Baker Boyer National Bank Walla Walla, Washington	$361K	+$2.65K	1	0.17%	Increased
2416	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$361K	+$342K	2	0.09%	New
2417	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$361K	$0	1	0.88%	Maintained
2418	OL Optas LLC Austin, Texas	$361K	+$38.4K	1	0.12%	Increased
2419	RBFC Roman Butler Fullerton & Co St Louis, Missouri	$359K	+$343K	1	0.17%	New
2420	PI Parkside Investments Deerfield, Illinois	$358K	+$9.55K	2	0.07%	Increased
2421	TCOT Trust Company of Toledo Holland, Ohio	$358K	-$413	1	0.06%	Reduced
2422	EA Eudaimonia Advisors Winchester, Tennessee	$357K	+$115K	1	0.21%	Increased
2423	NCM Next Capital Management New York	$357K	$0	1	0.24%	Maintained
2424	CFFP Center for Financial Planning Southfied, Michigan	$356K	+$22.1K	2	0.07%	Increased
2425	RTC Riverview Trust Company Vancouver, Washington	$356K	+$173K	3	0.26%	Increased