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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	IWP IAG Wealth Partners Waukesha, Wisconsin	$40.6K	$0	4	0.01%	Maintained
2702	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$40.4K	$0	1	0.03%	Maintained
2703	SIC SJS Investment Consulting Sylvania, Ohio	$40.2K	+$15K	6	0.01%	Increased
2704	TCM TD Capital Management Memphis, Tennessee	$39.6K	-$8.05K	2	0%	Reduced
2705	RTL Red Tortoise LLC Atlanta, Georgia	$38.5K	$0	4	0.03%	Maintained
2706	OAJ Ogorek Anthony Joseph Williamsville, New York	$38K	$0	3	0.02%	Maintained
2707	DWMG DB Wealth Management Group San Diego, California	$37.3K	$0	2	0.02%	Maintained
2708	MIA Milestone Investment Advisors Middleton, Wisconsin	$37.1K	+$44.2K	1	0.01%	New
2709	PP PFS Partners Mine Hill, New Jersey	$36.6K	$0	2	0.03%	Maintained
2710	BCFD Boit C.F. David	$35.7K	$0	1	0.02%	Maintained
2711	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$34.2K	+$86	1	0.01%	Increased
2712	NICM Neo Ivy Capital Management New York	$32K	+$38.4K	1	0.01%	New
2713	NA Nordwand Advisors Radnor, Pennsylvania	$30.2K	$0	1	0.01%	Maintained
2714	RBC Roble Belko & Company Sewickley, Pennsylvania	$30K	$0	2	0.01%	Maintained
2715	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$30K	+$33.7K	2	0.01%	Increased
2716	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$28.5K	+$257	1	0.01%	Increased
2717	AWM Abound Wealth Management Franklin, Tennessee	$28.3K	-$5.84K	5	0.01%	Reduced
2718	CMP Coston McIsaac & Partners Bar Harbor, Maine	$28K	-$17.3K	2	0.01%	Reduced
2719	HCM Highlander Capital Management Short Hills, New Jersey	$28K	+$33.7K	1	0.01%	New
2720	RWM Raffa Wealth Management Washington, District of Columbia	$27.9K	$0	4	0.01%	Maintained
2721	SGC Slocum, Gordon & Co Newport, Rhode Island	$26.9K	+$1.84K	2	0.02%	Increased
2722	Storebrand Asset Management Lysaker, Norway	$26.4K	$0	1	0%	Maintained
2723	FP Financial Perspectives Minneapolis, Minnesota	$26.1K	$0	1	0.01%	Maintained
2724	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$25.6K	+$140	2	0.02%	Increased
2725	GJIA Glass Jacobson Investment Advisors Owings Mills, Maryland	$24.8K	+$483	3	0.01%	Increased