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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
2576	PCFFS Pacific Center for Financial Services San Ramon, California	$18K	$0	1	0.01%	Maintained
2577	HF Halpern Financial Ashburn, Virginia	$16.3K	$0	2	0.01%	Maintained
2578	FPW Flagship Private Wealth Woburn, Massachusetts	$14.5K	$0	1	0.01%	Maintained
2579	AW Alaethes Wealth Glenbrook, Nevada	$13K	+$12.9K	2	0.01%	New
2580	Baillie Gifford & Co Edinburgh, United Kingdom	$13K	$0	1	0%	Maintained
2581	IRAG Investment Research & Advisory Group Atlanta, Georgia	$13K	+$12.4K	2	0.01%	New
2582	GW&K Investment Management Boston, Massachusetts	$11K	-$56.7K	1	0%	Reduced
2583	GG Gleason Group Prospect, Kentucky	$10K	$0	1	0%	Maintained
2584	SFO Standard Family Office Sioux Falls, South Dakota	$10K	$0	3	0%	Maintained
2585	CP Corbenic Partners Bethlehem, Pennsylvania	$9K	-$8.67K	1	0%	Reduced
2586	FEG Financial Enhancement Group Anderson, Indiana	$9K	-$2.02K	1	0%	Reduced
2587	MAM Marquette Asset Management Minneapolis, Minnesota	$9K	$0	1	0%	Maintained
2588	SA SRH Advisors Salina, Kansas	$9K	$0	1	0.01%	Maintained
2589	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$9K	$0	1	0%	Maintained
2590	JMF Johnson Midwest Financial Glidden, Iowa	$8K	$0	1	0.01%	Maintained
2591	SWM Strategic Wealth Management Kirkland, Washington	$8K	$0	1	0%	Maintained
2592	AIM Arcadia Investment Management Kalamazoo, Michigan	$7K	-$35K	1	0%	Reduced
2593	CI Cordant Inc Portland, Oregon	$7K	+$7.32K	1	0%	New
2594	EAM Eukles Asset Management Cincinnati, Ohio	$7K	$0	2	0%	Maintained
2595	Glazer Capital LLC New York	$7K	+$6.82K	1	0%	New
2596	HWM HighMark Wealth Management St. Paul, Minnesota	$7K	-$2.37K	3	0.01%	Reduced
2597	LWP Laurel Wealth Planning Edina, Minnesota	$7K	$0	1	0.01%	Maintained
2598	RMC Resources Management Corp West Hartford, Connecticut	$6K	-$3.5K	1	0%	Reduced
2599	DA Denali Advisors San Diego, California	$5K	+$2.45K	1	0%	Increased
2600	AIC Archer Investment Corporation Carmel, Indiana	$4.83K	-$78K	1	0%	Reduced