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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
2426	WCM WealthBridge Capital Management Westerville, Ohio	$424K	+$401K	2	0.18%	New
2427	CP Covenant Partners Nashville, Tennessee	$422K	+$30.3K	1	0.17%	Increased
2428	WCG Weaver Consulting Group Huntington Beach, California	$421K	+$1.41K	1	0.21%	Increased
2429	RW REDW Wealth Albuquerque, New Mexico	$419K	$0	1	0.14%	Maintained
2430	HCM Hall Capital Management Barrington, Rhode Island	$417K	+$16.6K	1	0.25%	Increased
2431	AWA Artemis Wealth Advisors New York	$417K	$0	1	0.13%	Maintained
2432	CCM Carlson Capital Management Northfield, Minnesota	$417K	+$2.35K	1	0.03%	Increased
2433	LIA LBMC Investment Advisors Brentwood, Tennessee	$417K	-$24.2K	1	0.04%	Reduced
2434	ATC Adirondack Trust Company Saratoga Springs, New York	$417K	+$522	2	0.22%	Increased
2435	WAM Westport Asset Management Southport, Connecticut	$416K	$0	1	0.27%	Maintained
2436	IA IFG Advisors St. Louis, Missouri	$416K	$0	1	0.18%	Maintained
2437	SCA Sandy Cove Advisors Hingham, Massachusetts	$416K	$0	1	0.34%	Maintained
2438	OFP OLIO Financial Planning Mclean, Virginia	$414K	-$153K	1	0.23%	Reduced
2439	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$413K	$0	1	0.17%	Maintained
2440	Chilton Investment Company Stamford, Connecticut	$413K	$0	1	0.01%	Maintained
2441	CWP Concord Wealth Partners Abingdon, Virginia	$413K	-$264K	6	0.12%	Reduced
2442	FCAG First Capital Advisors Group Little Silver, New Jersey	$412K	-$66.3K	1	0.28%	Reduced
2443	TP Tranquility Partners Brentwood, Tennessee	$412K	+$17.3K	1	0.21%	Increased
2444	SL Summitry LLC Foster City, California	$411K	-$39.4M	1	0.03%	Reduced
2445	WH Willner & Heller Encino, California	$411K	+$2.03K	1	0.58%	Increased
2446	MS Mizuho Securities Tokyo, Japan	$411K	+$284K	2	1.14%	Increased
2447	CC Callan Capital La Jolla, California	$409K	+$133K	1	0.05%	Increased
2448	TC TAP Consulting Kirkwood, Missouri	$409K	$0	1	0.11%	Maintained
2449	KW KWB Wealth Redlands, California	$409K	-$500K	1	0.08%	Reduced
2450	LFA Laraway Financial Advisors Saint Cloud, Minnesota	$409K	-$188	1	0.43%	Reduced