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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
2751	PFA Professional Financial Advisors North Platte, Nebraska	$29K	$0	1	0.02%	Maintained
2752	IWMWV Ironwood Wealth Management (West Virginia) Hurricane, West Virginia	$28K	$0	1	0.02%	Maintained
2753	T TOBAM Paris, France	$28K	+$33.5K	1	0%	New
2754	DBG De Burlo Group Boston, Massachusetts	$27K	-$274K	1	0.01%	Reduced
2755	AIP Almanack Investment Partners Wayne, Pennsylvania	$27K	-$1.41M	2	0.01%	Reduced
2756	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$26K	$0	1	0.02%	Maintained
2757	MFA McClarren Financial Advisors State College, Pennsylvania	$25K	+$28.2K	1	0.02%	New
2758	UCB United Community Bank Greenville, South Carolina	$24.1K	$0	2	0.03%	Maintained
2759	AIM Arcadia Investment Management Kalamazoo, Michigan	$24K	-$5K	1	0.01%	Reduced
2760	SPWG Sage Private Wealth Group Oakbrook Terrace, Illinois	$24K	+$5.76K	1	0.03%	Increased
2761	SWA SOA Wealth Advisors New York	$24K	-$1.27K	1	0.01%	Reduced
2762	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$23K	+$51	2	0.03%	Increased
2763	GA GoalVest Advisory New York	$22K	-$1.07M	2	0.02%	Reduced
2764	SSC Syverson Strege & Co West Des Moines, Iowa	$22K	-$14.5K	1	0.01%	Reduced
2765	AWM Abound Wealth Management Franklin, Tennessee	$21.5K	+$23.4K	3	0.01%	New
2766	IWP IAG Wealth Partners Waukesha, Wisconsin	$21K	+$1.91K	3	0.01%	Increased
2767	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$21K	$0	1	0.05%	Maintained
2768	Capstone Investment Advisors New York	$20K	-$853K	1	0%	Reduced
2769	HCM Highlander Capital Management Short Hills, New Jersey	$20K	$0	1	0.01%	Maintained
2770	DWA Delos Wealth Advisors Dallas, Texas	$18K	-$8.13K	2	0.02%	Reduced
2771	POIA Pin Oak Investment Advisors Houston, Texas	$18K	-$13.6K	1	0.02%	Reduced
2772	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$17K	-$507	2	0.01%	Reduced
2773	PCFFS Pacific Center for Financial Services San Ramon, California	$17K	-$905	1	0.01%	Reduced
2774	Baillie Gifford & Co Edinburgh, United Kingdom	$13K	$0	1	0%	Maintained
2775	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$13K	+$13.8K	1	0%	New