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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
2676	LA LexAurum Advisors Overland Park, Kansas	$246K	+$3.04K	1	0.07%	Increased
2677	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$245K	$0	1	0.09%	Maintained
2678	KA KLCM Advisors Milwaukee, Wisconsin	$245K	-$16.3K	1	0.05%	Reduced
2679	FOA Five Oceans Advisors Santa Monica, California	$245K	+$5.19K	1	0.16%	Increased
2680	AFG Albion Financial Group Salt Lake City, Utah	$244K	+$19.6K	3	0.02%	Increased
2681	HPM Hoxton Planning & Management Shepherdstown, West Virginia	$244K	-$5.88K	1	0.15%	Reduced
2682	HWA HHM Wealth Advisors Chattanooga, Tennessee	$244K	-$8.71K	5	0.05%	Reduced
2683	PA Perennial Advisors New York	$244K	$0	1	0.06%	Maintained
2684	BAM Bosun Asset Management Chicago, Illinois	$243K	+$243K	1	0.24%	New
2685	GAG GM Advisory Group Melville, New York	$242K	-$7.93K	1	0.02%	Reduced
2686	BFA Brendel Financial Advisors Hanover, New Hampshire	$242K	$0	1	0.36%	Maintained
2687	TCWA Ten Capital Wealth Advisors Spokane, Washington	$242K	-$112K	2	0.07%	Reduced
2688	SNS Financial Group Minneapolis, Minnesota	$242K	-$8.52K	1	0.03%	Reduced
2689	AIA AIMZ Investment Advisors Los Altos, California	$242K	$0	1	0.1%	Maintained
2690	&Partners Nashville, Tennessee	$241K	$0	1	0.11%	Maintained
2691	AWM Alterna Wealth Management Houston, Texas	$241K	$0	1	0.28%	Maintained
2692	Laird Norton Wetherby Trust Company Seattle, Washington	$241K	$0	1	0.03%	Maintained
2693	CL COWA LLC Tulsa, Oklahoma	$240K	-$2.45K	1	0.16%	Reduced
2694	RP Riverwater Partners Milwaukee, Wisconsin	$239K	-$3.44K	1	0.21%	Reduced
2695	AIIMS Analyst IMS Investment Management Services Tel-Aviv, Israel	$239K	$0	1	0.02%	Maintained
2696	E Fund Management Guangzhou, China	$239K	-$28.2K	1	0.02%	Reduced
2697	PI Pachira Investments Dana Point, California	$238K	+$32.7K	1	0.26%	Increased
2698	LAM Lifestyle Asset Management Friendswood, Texas	$238K	+$238K	1	0.14%	New
2699	MCM McRae Capital Management Morristown, New Jersey	$237K	+$3.72K	1	0.07%	Increased
2700	Fenimore Asset Management Cobleskill, New York	$237K	$0	1	0.01%	Maintained