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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	MIM Macroview Investment Management Bethesda, Maryland	$24.6K	+$23.7K	3	0.03%	Increased
2727	PS PayPay Securities Tokyo, Japan	$23.1K	+$3.95K	3	1.06%	Increased
2728	MFA McClarren Financial Advisors State College, Pennsylvania	$23K	$0	1	0.02%	Maintained
2729	BFA BBJS Financial Advisors Seattle, Washington	$22K	$0	1	0.01%	Maintained
2730	QL Quarry LP New York	$21.8K	-$15K	2	0.01%	Reduced
2731	TWD True Wealth Design Akron, Ohio	$21.6K	$0	2	0.01%	Maintained
2732	GAG Goodman Advisory Group Needham, Massachusetts	$21.3K	$0	1	0.01%	Maintained
2733	JMF Johnson Midwest Financial Glidden, Iowa	$19.2K	$0	2	0.04%	Maintained
2734	SC Sawyer & Company Boston, Massachusetts	$19K	$0	1	0.01%	Maintained
2735	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$18K	$0	1	0.01%	Maintained
2736	VF VitalStone Financial Shavano Park, Texas	$18K	-$14.4K	1	0.02%	Reduced
2737	SWA SOA Wealth Advisors New York	$17.9K	-$2.74K	1	0%	Reduced
2738	DF DecisionPoint Financial Mesa, Arizona	$15.8K	$0	1	0.01%	Maintained
2739	MUFG Securities EMEA London, United Kingdom	$15.5K	-$45.8K	1	0%	Reduced
2740	PCFFS Pacific Center for Financial Services San Ramon, California	$15.3K	$0	1	0.01%	Maintained
2741	BC Belmont Capital Los Angeles, California	$13.9K	+$171	1	0.01%	Increased
2742	DWA Delos Wealth Advisors Dallas, Texas	$13.3K	$0	2	0.02%	Maintained
2743	RG Retirement Group San Diego, California	$13.2K	-$4.03K	2	0.01%	Reduced
2744	JFG JDM Financial Group Austin, Texas	$13K	$0	2	0.01%	Maintained
2745	HF Halpern Financial Ashburn, Virginia	$13K	$0	2	0%	Maintained
2746	CQS Credential Qtrade Securities Vancouver,	$11.4K	$0	2	0%	Maintained
2747	BFP Briaud Financial Planning College Station, Texas	$11K	+$13.4K	1	0.01%	New
2748	CIR Clear Investment Research Alpharetta, Georgia	$10.1K	+$1.2K	2	0.02%	Increased
2749	HWP Highline Wealth Partners Sherman Oaks, California	$9.7K	+$6.07K	2	0.01%	Increased
2750	GG Gleason Group Prospect, Kentucky	$8.94K	+$86	1	0%	Increased