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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
2701	Optiver Holding Amsterdam, Netherlands	$45K	$0	2	0%	Maintained
2702	OAJ Ogorek Anthony Joseph Williamsville, New York	$44K	$0	3	0.02%	Maintained
2703	BCFD Boit C.F. David	$43K	$0	1	0.03%	Maintained
2704	EW Emerson Wealth Bloomfield Hills, Michigan	$43K	$0	1	0.02%	Maintained
2705	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$41K	-$2.18K	1	0.01%	Reduced
2706	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$41K	+$40.3K	2	0.04%	New
2707	MCA Maryland Capital Advisors Chester, Maryland	$40K	+$38.7K	1	0.03%	New
2708	RBC Roble Belko & Company Sewickley, Pennsylvania	$40K	$0	3	0.01%	Maintained
2709	AIM Arcadia Investment Management Kalamazoo, Michigan	$37K	+$37.6K	1	0.01%	New
2710	MAM Meeder Asset Management Dublin, Ohio	$37K	-$2.75M	2	0%	Reduced
2711	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$36K	-$15.8K	3	0.01%	Reduced
2712	DCM Disciplina Capital Management Nashville, Tennessee	$35.7K	+$37K	1	0.01%	New
2713	IWMWV Ironwood Wealth Management (West Virginia) Hurricane, West Virginia	$35K	$0	1	0.02%	Maintained
2714	HMS Hanseatic Management Services Albuquerque, New Mexico	$33K	$0	1	0.05%	Maintained
2715	CFRPA Castle Financial & Retirement Planning Associates Fair Haven, New Jersey	$32K	+$34.5K	2	0.11%	New
2716	FP Financial Perspectives Minneapolis, Minnesota	$31.2K	$0	1	0.01%	Maintained
2717	RF Robbins Farley Bedford, New Hampshire	$31K	-$10.5K	2	0.02%	Reduced
2718	SPWG Sage Private Wealth Group Oakbrook Terrace, Illinois	$31K	$0	1	0.04%	Maintained
2719	PFA Professional Financial Advisors North Platte, Nebraska	$30K	$0	1	0.01%	Maintained
2720	RK Rather & Kittrell Knoxville, Tennessee	$29K	+$29.3K	2	0.03%	New
2721	MFA McClarren Financial Advisors State College, Pennsylvania	$28K	+$349	1	0.02%	Increased
2722	SC Schubert & Co Mckinney, Texas	$28K	+$27.9K	7	0.03%	New
2723	SIC SJS Investment Consulting Sylvania, Ohio	$26K	+$26K	1	0.01%	New
2724	SSC Syverson Strege & Co West Des Moines, Iowa	$23K	-$2.09K	1	0.02%	Reduced
2725	TLFA True Link Financial Advisors San Francisco, California	$23K	-$2K	2	0%	Reduced