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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	Larson Financial Group St Louis, Missouri	$176K	-$19.3K	3	0.03%	Reduced
2727	MCM Magnolia Capital Management Cold Spring, New York	$173K	$0	1	0.14%	Maintained
2728	TCM Tradewinds Capital Management Bellingham, Washington	$171K	+$9.48K	2	0.03%	Increased
2729	CYG Clean Yield Group Norwich, Vermont	$166K	-$5.59K	1	0.06%	Reduced
2730	Edmond de Rothschild Holding Chambesy, Switzerland	$166K	+$152K	2	0%	New
2731	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$166K	+$95	4	0.06%	Increased
2732	RA Rise Advisors Rochester, New York	$165K	-$2.18K	3	0.15%	Reduced
2733	SWM Sugarloaf Wealth Management Duluth, Georgia	$165K	+$3.98K	2	0.04%	Increased
2734	OC Oakmont Corp Los Angeles, California	$164K	+$157K	1	0.01%	New
2735	JEST JTC Employer Solutions Trustee St Helier, Jersey	$163K	$0	1	0.02%	Maintained
2736	KIG Kessler Investment Group Columbus, Indiana	$155K	$0	2	0.09%	Maintained
2737	IndexIQ Advisors New York	$150K	-$7.28M	3	0.01%	Reduced
2738	PP PrairieView Partners St. Paul, Minnesota	$150K	-$2.18K	1	0.02%	Reduced
2739	PWP Pursue Wealth Partners Clayton, California	$147K	+$138K	2	0.06%	New
2740	SWM Selective Wealth Management Forest, Virginia	$147K	+$76.3K	3	0.05%	Increased
2741	SC Seldon Capital San Francisco, California	$146K	$0	3	0.09%	Maintained
2742	MAM McCarthy Asset Management Redwood Shores, California	$144K	+$413	2	0.1%	Increased
2743	Livforsakringsbolaget Skandia Stockholm, Sweden	$143K	$0	1	0.01%	Maintained
2744	FMP Financial Management Professionals Austin, Texas	$140K	+$40.6K	5	0.03%	Increased
2745	HRC Hoertkorn Richard Charles	$135K	$0	1	0.06%	Maintained
2746	FWM Focused Wealth Management Newburgh, New York	$133K	-$353K	4	0.02%	Reduced
2747	FWA FSC Wealth Advisors Fishkill, New York	$132K	+$474	2	0.13%	Increased
2748	AIC Archer Investment Corporation Carmel, Indiana	$129K	$0	3	0.05%	Maintained
2749	ACM Adalta Capital Management New York	$129K	$0	1	0.06%	Maintained
2750	PCG Private Capital Group West Hartford, Connecticut	$128K	-$942K	3	0.03%	Reduced