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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
2551	MAM Marquette Asset Management Minneapolis, Minnesota	$8K	+$7.3K	1	0%	New
2552	SFMG Sage Financial Management Group Mclean, Virginia	$8K	+$7.3K	1	0.01%	New
2553	SA SRH Advisors Salina, Kansas	$8K	$0	1	0.01%	Maintained
2554	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$8K	+$8.03K	1	0%	New
2555	LWP Laurel Wealth Planning Edina, Minnesota	$7K	$0	1	0.01%	Maintained
2556	SWM Strategic Wealth Management Kirkland, Washington	$7K	-$357K	1	0%	Reduced
2557	BSG Black Swift Group Boulder, Colorado	$6K	-$750	1	0%	Reduced
2558	EAM Eukles Asset Management Cincinnati, Ohio	$6K	+$5.57K	2	0%	New
2559	ADIM Alpha DNA Investment Management Columbia, Maryland	$4K	-$2.54K	2	0%	Reduced
2560	DA Denali Advisors San Diego, California	$4K	-$1.35M	1	0%	Reduced
2561	Edmond de Rothschild Holding Chambesy, Switzerland	$4K	$0	1	0%	Maintained
2562	KFAA Klaas Financial Asset Advisors Loves Park, Illinois	$4K	+$3.5K	1	0%	New
2563	MIM Macroview Investment Management Bethesda, Maryland	$4K	$0	1	0.01%	Maintained
2564	Advent Capital Management New York	$3K	+$2.95K	1	0%	New
2565	LAS Lloyd Advisory Services Suwanee, Georgia	$3K	+$925	2	0%	Increased
2566	RWM RBA Wealth Management Newport Beach, California	$2.27K	+$2.06K	1	0%	New
2567	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$2K	+$1.82K	1	0%	New
2568	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$2K	-$499	1	0%	Reduced
2569	MWC MBM Wealth Consultants Chesterfield, Missouri	$2K	$0	2	0%	Maintained
2570	NL NVWM LLC Yardley, Pennsylvania	$2K	$0	1	0%	Maintained
2571	HFS HBC Financial Services Seattle, Washington	$1.95K	$0	1	0%	Maintained
2572	TFA Transamerica Financial Advisors St. Petersburg, Florida	$1K	+$657	1	0.02%	New
2573	DWA Dorsey Wright & Associates Pasadena, California	$479	+$382K	1	0.01%	New
2574	1W 1776 Wealth Atlanta, Georgia	$0	-$300K	0	–	Closed
2575	3LCM 3D/L Capital Management Hartford, Connecticut	$0	-$607K	0	–	Closed