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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	JCP JB Capital Partners Armonk, New York	$74K	$0	1	0.02%	Maintained
2502	TC Tacita Capital Toronto, Ontario, Canada	$73K	$0	1	0.04%	Maintained
2503	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$70.9K	$0	2	0.03%	Maintained
2504	DWP Destiny Wealth Partners Tavares, Florida	$70K	+$69.8K	2	0.01%	New
2505	NIM NuWave Investment Management Parsippany, New Jersey	$68K	-$177K	1	0.08%	Reduced
2506	CCA Column Capital Advisors Indianapolis, Indiana	$67K	-$723	3	0.01%	Reduced
2507	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$65K	$0	2	0.06%	Maintained
2508	OCM Orion Capital Management Coronado, California	$64K	+$64.1K	1	0.04%	New
2509	WFA West Financial Advisors Des Moines, Iowa	$63K	$0	1	0.02%	Maintained
2510	BA Bellwether Advisors Lincoln, Nebraska	$62K	-$562K	2	0.02%	Reduced
2511	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$60K	+$171	3	0.05%	Increased
2512	SWM Selective Wealth Management Forest, Virginia	$59K	-$11.3K	3	0.03%	Reduced
2513	FA Fortis Advisors Wayne, Pennsylvania	$57K	$0	1	0.03%	Maintained
2514	SC Sierra Capital Miami, Florida	$53K	$0	1	0.01%	Maintained
2515	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$52K	-$1.09M	2	0.02%	Reduced
2516	SWA SOA Wealth Advisors New York	$52K	+$2.68K	3	0.01%	Increased
2517	UFF USA Financial Formulas Ada, Michigan	$52K	-$351K	1	0.05%	Reduced
2518	RA Resolute Advisors San Francisco, California	$51K	$0	3	0.01%	Maintained
2519	CQS Credential Qtrade Securities Vancouver,	$49.9K	$0	1	0%	Maintained
2520	EI Ellevest Inc New York	$48K	-$7.77K	1	0%	Reduced
2521	TCM TD Capital Management Memphis, Tennessee	$48K	+$86	2	0.01%	Increased
2522	DWMG DB Wealth Management Group San Diego, California	$47K	$0	2	0.03%	Maintained
2523	SC Sawyer & Company Boston, Massachusetts	$47K	+$25.7K	1	0.02%	Increased
2524	FRA Front Row Advisors Tiburon, California	$46K	-$6K	1	0.02%	Reduced
2525	OAJ Ogorek Anthony Joseph Williamsville, New York	$46K	$0	3	0.02%	Maintained