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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	LWA Lowe Wealth Advisors Columbia, Maryland	$21K	-$21.7K	2	0.01%	Reduced
2552	WIA Wealthstreet Investment Advisors Dallas, Texas	$21K	-$154K	1	0.58%	Reduced
2553	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$20K	+$19.9K	1	0.01%	New
2554	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$18K	$0	2	0.01%	Maintained
2555	PCFFS Pacific Center for Financial Services San Ramon, California	$18K	$0	1	0.01%	Maintained
2556	Baillie Gifford & Co Edinburgh, United Kingdom	$13K	$0	1	0%	Maintained
2557	ODG O'Dell Group Cincinnati, Ohio	$12K	+$12.7K	3	0%	New
2558	GG Gleason Group Prospect, Kentucky	$10K	+$86	1	0%	Increased
2559	JMF Johnson Midwest Financial Glidden, Iowa	$9K	$0	1	0.01%	Maintained
2560	MAM Marquette Asset Management Minneapolis, Minnesota	$9K	$0	1	0%	Maintained
2561	SA SRH Advisors Salina, Kansas	$9K	$0	1	0.01%	Maintained
2562	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$9K	$0	1	0.01%	Maintained
2563	HF Halpern Financial Ashburn, Virginia	$8.96K	-$7.7K	1	0%	Reduced
2564	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$8K	+$7.48K	2	0%	New
2565	EAM Eukles Asset Management Cincinnati, Ohio	$7K	$0	2	0%	Maintained
2566	HWM HighMark Wealth Management St. Paul, Minnesota	$7K	$0	3	0.01%	Maintained
2567	LWP Laurel Wealth Planning Edina, Minnesota	$7K	$0	1	0.01%	Maintained
2568	RMC Resources Management Corp West Hartford, Connecticut	$7K	$0	1	0%	Maintained
2569	CWM Consultiva Wealth Management San Juan, Puerto Rico	$6K	+$6.33K	1	0.14%	New
2570	NL NVWM LLC Yardley, Pennsylvania	$6K	+$4.31K	3	0%	Increased
2571	CI Cordant Inc Portland, Oregon	$5K	-$2.24K	3	0%	Reduced
2572	FEG Financial Enhancement Group Anderson, Indiana	$5K	-$4.7K	1	0%	Reduced
2573	SMG Spectrum Management Group Indianapolis, Indiana	$5K	+$2.71K	1	0%	Increased
2574	TCWA Ten Capital Wealth Advisors Spokane, Washington	$5K	+$5.13K	1	0%	New
2575	TWP TFO Wealth Partners Maumee, Ohio	$5K	+$4.7K	1	0%	New