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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
2726	HF Halpern Financial Ashburn, Virginia	$22.2K	+$12.8K	2	0.01%	Increased
2727	HCM Highlander Capital Management Short Hills, New Jersey	$22K	+$21.8K	1	0.01%	New
2728	LWA Lowe Wealth Advisors Columbia, Maryland	$22K	$0	2	0.01%	Maintained
2729	WIA Wealthstreet Investment Advisors Dallas, Texas	$22K	$0	1	0.54%	Maintained
2730	WB West Bancorporation West Des Moines, Iowa	$22K	+$22.6K	1	0.02%	New
2731	IWP IAG Wealth Partners Waukesha, Wisconsin	$21K	$0	3	0.01%	Maintained
2732	MS Mizuho Securities Tokyo, Japan	$21K	-$1.81K	3	0.01%	Reduced
2733	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$19K	+$18.6K	1	0.01%	New
2734	PCFFS Pacific Center for Financial Services San Ramon, California	$18K	$0	1	0.01%	Maintained
2735	POIA Pin Oak Investment Advisors Houston, Texas	$17K	+$17.4K	1	0.02%	New
2736	PCA Providence Capital Advisors Charlotte, North Carolina	$15K	-$10.2K	2	0%	Reduced
2737	Baillie Gifford & Co Edinburgh, United Kingdom	$13K	$0	1	0%	Maintained
2738	ODG O'Dell Group Cincinnati, Ohio	$12K	$0	3	0%	Maintained
2739	HNWA Henrickson Nauta Wealth Advisors Belmont, Michigan	$11K	+$11.2K	1	0.01%	New
2740	ANBT American National Bank & Trust Wichita Falls, Texas	$10K	+$8.54K	2	0%	Increased
2741	GG Gleason Group Prospect, Kentucky	$10K	+$87	1	0%	Increased
2742	JMF Johnson Midwest Financial Glidden, Iowa	$9K	$0	1	0.01%	Maintained
2743	MAM Marquette Asset Management Minneapolis, Minnesota	$9K	$0	1	0%	Maintained
2744	NL NVWM LLC Yardley, Pennsylvania	$9K	+$3.65K	1	0%	Increased
2745	SA SRH Advisors Salina, Kansas	$9K	$0	1	0.01%	Maintained
2746	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$9K	$0	1	0%	Maintained
2747	ACK Andrew C. Karlinski	$8K	+$8.28K	1	0.01%	New
2748	EAM Eukles Asset Management Cincinnati, Ohio	$7K	$0	2	0%	Maintained
2749	LWP Laurel Wealth Planning Edina, Minnesota	$7K	$0	1	0.01%	Maintained
2750	CWM Consultiva Wealth Management San Juan, Puerto Rico	$6K	+$87	1	0.14%	Increased