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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	CAM Costello Asset Management Feasterville, Pennsylvania	$45K	$0	1	0.03%	Maintained
2527	Optiver Holding Amsterdam, Netherlands	$45K	+$45.8K	2	0%	New
2528	BCFD Boit C.F. David	$44K	+$42.8K	1	0.03%	New
2529	PA PSI Advisors Tampa, Florida	$44K	+$43.4K	3	0.02%	New
2530	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$43K	+$86	1	0.01%	Increased
2531	RF Robbins Farley Bedford, New Hampshire	$42K	+$20.4K	2	0.03%	Increased
2532	EW Emerson Wealth Bloomfield Hills, Michigan	$40K	$0	1	0.02%	Maintained
2533	RBC Roble Belko & Company Sewickley, Pennsylvania	$38K	$0	3	0.01%	Maintained
2534	CG Cutler Group San Francisco, California	$37K	-$178K	1	0%	Reduced
2535	EWA Evolution Wealth Advisors Aventura, Florida	$34K	-$5K	3	0.01%	Reduced
2536	SPWG Sage Private Wealth Group Oakbrook Terrace, Illinois	$32K	-$9.1K	1	0.04%	Reduced
2537	FP Financial Perspectives Minneapolis, Minnesota	$31.1K	-$2.4K	1	0.02%	Reduced
2538	KIG Kessler Investment Group Columbus, Indiana	$30K	$0	1	0.02%	Maintained
2539	PFA Professional Financial Advisors North Platte, Nebraska	$30K	$0	1	0.02%	Maintained
2540	IWMWV Ironwood Wealth Management (West Virginia) Hurricane, West Virginia	$29K	-$11K	1	0.02%	Reduced
2541	HMS Hanseatic Management Services Albuquerque, New Mexico	$28K	$0	1	0.05%	Maintained
2542	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$28K	$0	2	0.02%	Maintained
2543	MFA McClarren Financial Advisors State College, Pennsylvania	$27K	+$171	1	0.02%	Increased
2544	IWP IAG Wealth Partners Waukesha, Wisconsin	$25K	$0	3	0.01%	Maintained
2545	SSC Syverson Strege & Co West Des Moines, Iowa	$25K	+$2.05K	1	0.02%	Increased
2546	TLFA True Link Financial Advisors San Francisco, California	$25K	$0	3	0%	Maintained
2547	PCA Providence Capital Advisors Charlotte, North Carolina	$24K	+$5.57K	2	0.01%	Increased
2548	Edmond de Rothschild Holding Chambesy, Switzerland	$22K	+$24.7K	1	0%	New
2549	MS Mizuho Securities Tokyo, Japan	$22K	+$1.48K	3	0.01%	Increased
2550	APWA Atlas Private Wealth Advisors Matawan, New Jersey	$21K	$0	3	0.01%	Maintained