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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
2501	PFA Professional Financial Advisors North Platte, Nebraska	$10K	$0	1	0.01%	Maintained
2502	BII Bainco International Investors Boston, Massachusetts	$9K	-$2.92M	1	0%	Reduced
2503	FGAM Financial Gravity Asset Management Lakeway, Texas	$9K	+$8.2K	2	0.01%	New
2504	SFO Standard Family Office Sioux Falls, South Dakota	$9K	+$8.6K	3	0%	New
2505	GG Gleason Group Prospect, Kentucky	$8K	+$66	1	0%	Increased
2506	Hillsdale Investment Management Toronto, Ontario, Canada	$8K	+$1.12K	1	0%	Increased
2507	NCM New Capital Management Houston, Texas	$8K	+$7.36K	1	0%	New
2508	CP Corbenic Partners Bethlehem, Pennsylvania	$7K	$0	1	0%	Maintained
2509	FA Fortis Advisors Wayne, Pennsylvania	$7K	+$6.11K	1	0.01%	New
2510	HWM HighMark Wealth Management St. Paul, Minnesota	$7K	$0	2	0.01%	Maintained
2511	SA SRH Advisors Salina, Kansas	$7K	+$5.52K	1	0.01%	Increased
2512	ADIM Alpha DNA Investment Management Columbia, Maryland	$6K	+$6.34K	3	0.01%	New
2513	BSG Black Swift Group Boulder, Colorado	$6K	+$6.04K	1	0%	New
2514	LWP Laurel Wealth Planning Edina, Minnesota	$6K	+$5.65K	1	0.01%	New
2515	Edmond de Rothschild Holding Chambesy, Switzerland	$4K	-$29K	1	0%	Reduced
2516	APC Aspire Private Capital Cornelius, North Carolina	$3K	$0	1	0%	Maintained
2517	MIM Macroview Investment Management Bethesda, Maryland	$3K	$0	1	0%	Maintained
2518	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$2K	+$1.58K	1	0%	New
2519	HFS HBC Financial Services Seattle, Washington	$2K	-$64.1K	1	0%	Reduced
2520	LAS Lloyd Advisory Services Suwanee, Georgia	$2K	$0	1	0%	Maintained
2521	MWC MBM Wealth Consultants Chesterfield, Missouri	$2K	$0	2	0%	Maintained
2522	NL NVWM LLC Yardley, Pennsylvania	$2K	-$615K	1	0%	Reduced
2523	SSWG Seven Springs Wealth Group Brentwood, Tennessee	$2K	+$1.49K	1	0%	New
2524	TI tru Independence Portland, Oregon	$1.07K	-$58.5K	3	0%	Reduced
2525	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$1K	$0	1	0%	Maintained