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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
2801	PWC PYA Waltman Capital Knoxville, Tennessee	$4K	$0	1	0%	Maintained
2802	HWP Highline Wealth Partners Sherman Oaks, California	$3.72K	+$4.03K	3	0%	New
2803	CWM Cedar Wealth Management Walnut Creek, California	$3K	-$996	1	0%	Reduced
2804	HFS HBC Financial Services Seattle, Washington	$2K	$0	1	0%	Maintained
2805	HWM HighMark Wealth Management St. Paul, Minnesota	$2K	$0	2	0%	Maintained
2806	WAM WFA Asset Management Whitefish Bay, Wisconsin	$1.41K	+$91	3	0%	Increased
2807	RG Retirement Group San Diego, California	$1K	-$437K	2	0%	Reduced
2808	ARIS Advanced Research Investment Solutions Los Angeles, California	$0	-$12K	0	–	Closed
2809	ARC Advisor Resource Council Dallas, Texas	$0	-$1.02M	0	–	Closed
2810	AIP Ahrens Investment Partners Lafayette, Louisiana	$0	-$265K	0	–	Closed
2811	AFT Alpha Family Trust Los Angeles, California	$0	-$203K	0	–	Closed
2812	ASGS Alpha Square Group S New York	$0	-$2.11M	0	–	Closed
2813	AIS AM Investment Strategies Chattanooga, Tennessee	$0	-$229K	0	–	Closed
2814	AR Apeiron RIA Dallas, Texas	$0	-$329K	0	–	Closed
2815	AW Apricus Wealth Beaufort, South Carolina	$0	-$284K	0	–	Closed
2816	AQR Arbitrage Greenwich, Connecticut	$0	-$2.18M	0	–	Closed
2817	AG Arctis Global San Juan, Puerto Rico	$0	-$940K	0	–	Closed
2818	ACP Arcus Capital Partners Atlanta, Georgia	$0	-$220K	0	–	Closed
2819	Armistice Capital New York	$0	-$22.7M	0	–	Closed
2820	ASA Armstrong Shaw Associates New Canaan, Connecticut	$0	-$205K	0	–	Closed
2821	AWM Aspire Wealth Management Waltham, Massachusetts	$0	-$210K	0	–	Closed
2822	AGP Autumn Glory Partners Dallas, Texas	$0	-$437K	0	–	Closed
2823	BSSFA Baron Silver Stevens Financial Advisors Boca Raton, Florida	$0	-$616K	0	–	Closed
2824	BCM Bayesian Capital Management Brooklyn, New York	$0	-$719K	0	–	Closed
2825	BP BBR Partners New York	$0	-$772K	0	–	Closed