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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
2526	WP WealthShield Partners Cary, North Carolina	$23K	-$1.75M	2	0%	Reduced
2527	HMS Hanseatic Management Services Albuquerque, New Mexico	$22K	+$17.3K	1	0.04%	New
2528	HCM Horrell Capital Management Little Rock, Arkansas	$22K	$0	2	0.01%	Maintained
2529	SSC Syverson Strege & Co West Des Moines, Iowa	$21K	$0	1	0.02%	Maintained
2530	TCCM Timber Creek Capital Management Boston, Massachusetts	$20K	$0	1	0.01%	Maintained
2531	POIA Pin Oak Investment Advisors Houston, Texas	$19K	$0	1	0.02%	Maintained
2532	SC Sawyer & Company Boston, Massachusetts	$19K	$0	1	0.01%	Maintained
2533	MS Mizuho Securities Tokyo, Japan	$18K	-$87	3	0%	Reduced
2534	TLFA True Link Financial Advisors San Francisco, California	$17K	-$54.7K	1	0%	Reduced
2535	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$16K	-$103K	1	0.01%	Reduced
2536	CP Corbenic Partners Bethlehem, Pennsylvania	$16K	+$7.52K	1	0%	Increased
2537	PCFFS Pacific Center for Financial Services San Ramon, California	$16K	$0	1	0.01%	Maintained
2538	SC Steph & Co Marinette, Wisconsin	$16K	-$156K	1	0.01%	Reduced
2539	HF Halpern Financial Ashburn, Virginia	$15.2K	-$4.8K	2	0.01%	Reduced
2540	FPW Flagship Private Wealth Woburn, Massachusetts	$13.2K	$0	1	0.01%	Maintained
2541	Baillie Gifford & Co Edinburgh, United Kingdom	$12K	+$750	1	0%	Increased
2542	RMC Resources Management Corp West Hartford, Connecticut	$11K	$0	1	0%	Maintained
2543	FEG Financial Enhancement Group Anderson, Indiana	$10K	-$12.5K	1	0%	Reduced
2544	PFA Professional Financial Advisors North Platte, Nebraska	$10K	$0	1	0.01%	Maintained
2545	SFO Standard Family Office Sioux Falls, South Dakota	$10K	$0	3	0%	Maintained
2546	GG Gleason Group Prospect, Kentucky	$9K	+$73	1	0%	Increased
2547	HWM HighMark Wealth Management St. Paul, Minnesota	$9K	+$51	3	0.01%	Increased
2548	TCWA Ten Capital Wealth Advisors Spokane, Washington	$9K	+$9.05K	1	0%	New
2549	AWC Abundance Wealth Counselors State College, Pennsylvania	$8K	+$7.3K	1	0%	New
2550	JMF Johnson Midwest Financial Glidden, Iowa	$8K	+$7.22K	1	0.01%	New