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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
2776	AW Avion Wealth The Woodlands, Texas	$2K	-$206K	3	0%	Reduced
2777	CAM ClariVest Asset Management San Diego, California	$2K	-$1.96K	3	0%	Reduced
2778	SIA SkyView Investment Advisors Shrewsbury, New Jersey	$2K	-$318K	1	0%	Reduced
2779	TVWM Tower View Wealth Management Shorewood, Wisconsin	$2K	-$2.4M	1	0%	Reduced
2780	SPWM Spartan Planning & Wealth Management Greensboro, North Carolina	$1.39K	+$1.47K	1	0%	New
2781	WAM WFA Asset Management Whitefish Bay, Wisconsin	$1.28K	$0	3	0%	Maintained
2782	HFS HBC Financial Services Seattle, Washington	$1K	$0	1	0%	Maintained
2783	MFG Mendota Financial Group Madison, Wisconsin	$1K	$0	1	0%	Maintained
2784	CWM Cedar Wealth Management Walnut Creek, California	$792	-$1.88K	1	0%	Reduced
2785	2L 25 LLC St. Louis, Missouri	$0	-$1.78K	0	–	Closed
2786	APG Abacus Planning Group Columbia, South Carolina	$0	-$225K	0	–	Closed
2787	AWP Abacus Wealth Partners Santa Monica, California	$0	-$339K	0	–	Closed
2788	AFG ABLE Financial Group Scottsdale, Arizona	$0	-$231K	0	–	Closed
2789	Achmea Investment Management Zeist, Netherlands	$0	-$541K	0	–	Closed
2790	APM Advanced Portfolio Management New York	$0	-$708K	0	–	Closed
2791	AR Advisory Research Chicago, Illinois	$0	-$599K	0	–	Closed
2792	AFC AFT Forsyth & Company West Palm Beach, Florida	$0	-$271K	0	–	Closed
2793	AIA Group Hong Kong	$0	-$549K	0	–	Closed
2794	AA Aire Advisors Beverly Hills, California	$0	-$222K	0	–	Closed
2795	AC Albar Capital London, United Kingdom	$0	-$15.7M	0	–	Closed
2796	AIA Alera Investment Advisors Deerfield, Illinois	$0	-$264K	0	–	Closed
2797	ACM Alethea Capital Management Mercer Island, Washington	$0	-$274K	0	–	Closed
2798	AWA Aletheian Wealth Advisors Bellevue, Washington	$0	-$693K	0	–	Closed
2799	AIM Allen Investment Management New York	$0	-$178M	0	–	Closed
2800	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$0	-$245K	0	–	Closed