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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	FGA Fortis Group Advisors Westwood, New Jersey	$8.78K	+$10.4K	1	0%	New
2752	KLWA Kelly Lawrence W & Associates Pasadens, California	$8.64K	$0	1	0%	Maintained
2753	NMG New Millennium Group Sandy, Utah	$8.48K	$0	2	0.01%	Maintained
2754	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$8.06K	+$9.59K	1	0.01%	New
2755	TFG Team Financial Group Temecula, California	$8.05K	+$9.59K	1	0.01%	New
2756	BCM Blume Capital Management Berkeley, California	$7.92K	$0	1	0%	Maintained
2757	DA Denali Advisors San Diego, California	$7.74K	$0	1	0%	Maintained
2758	UFF USA Financial Formulas Ada, Michigan	$7.43K	$0	2	0.01%	Maintained
2759	HC Hoese & Co Glencoe, Minnesota	$7.2K	$0	1	0.01%	Maintained
2760	MAM Marquette Asset Management Minneapolis, Minnesota	$7.2K	-$3.17K	1	0%	Reduced
2761	SA SRH Advisors Salina, Kansas	$7.2K	$0	1	0%	Maintained
2762	EAM Eukles Asset Management Cincinnati, Ohio	$6.92K	$0	2	0%	Maintained
2763	CP Castleview Partners Dallas, Texas	$6.41K	-$20.2K	1	0.01%	Reduced
2764	HWM HighMark Wealth Management St. Paul, Minnesota	$5.84K	-$61	2	0%	Reduced
2765	HWM Horizons Wealth Management Asheville, North Carolina	$5.83K	$0	1	0%	Maintained
2766	EA Evolution Advisers Richmond, Virginia	$5K	$0	1	0%	Maintained
2767	IHWM Iron Horse Wealth Management Johston, Iowa	$4.77K	+$3.7K	2	0%	Increased
2768	CA Crewe Advisors Salt Lake City, Utah	$4.75K	-$661K	2	0%	Reduced
2769	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$4.53K	$0	1	0%	Maintained
2770	AWA Authentikos Wealth Advisory Morgan Hill, California	$4.08K	+$4.49K	2	0%	New
2771	Harvest Fund Management Beijing, China	$3K	-$157K	2	0%	Reduced
2772	RWM Ruedi Wealth Management Champaign, Illinois	$2.88K	+$3.43K	1	0%	New
2773	SWM Sanctuary Wealth Management Pocatello, Idaho	$2.88K	-$783	1	0%	Reduced
2774	Optiver Holding Amsterdam, Netherlands	$2.52K	+$3K	1	0%	New
2775	IA IFS Advisors Overland Park, Kansas	$2.3K	$0	1	0%	Maintained