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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
2826	Optiver Holding Amsterdam, Netherlands	$39K	-$7.01K	1	0%	Reduced
2827	Storebrand Asset Management Lysaker, Norway	$38.6K	-$82.8K	1	0%	Reduced
2828	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$37.8K	+$36.2K	1	0.01%	New
2829	CI Carroll Investors Mt Pleasant, South Carolina	$37K	-$33.2K	2	0.02%	Reduced
2830	RF Robbins Farley Bedford, New Hampshire	$37K	$0	2	0.03%	Maintained
2831	SPWG Sage Private Wealth Group Oakbrook Terrace, Illinois	$36K	$0	1	0.04%	Maintained
2832	FP Financial Perspectives Minneapolis, Minnesota	$35.9K	$0	1	0.02%	Maintained
2833	POIA Pin Oak Investment Advisors Houston, Texas	$35K	+$14.2K	1	0.04%	Increased
2834	PFA Professional Financial Advisors North Platte, Nebraska	$35K	$0	1	0.02%	Maintained
2835	WWP WR Wealth Planners Columbia, Missouri	$33.2K	+$31.5K	3	0.02%	New
2836	DBG De Burlo Group Boston, Massachusetts	$32.3K	+$30.3K	1	0.01%	New
2837	IWMWV Ironwood Wealth Management (West Virginia) Hurricane, West Virginia	$32K	$0	1	0.02%	Maintained
2838	SP SWS Partners Columbus, Ohio	$32K	+$29.5K	2	0.02%	New
2839	MFA McClarren Financial Advisors State College, Pennsylvania	$31K	$0	1	0.02%	Maintained
2840	NWM Nauset Wealth Management Westport, Connecticut	$30K	+$28.4K	1	0.02%	New
2841	IWP IAG Wealth Partners Waukesha, Wisconsin	$29K	+$3.51K	4	0.01%	Increased
2842	SSC Syverson Strege & Co West Des Moines, Iowa	$27K	$0	1	0.03%	Maintained
2843	LWA Lowe Wealth Advisors Columbia, Maryland	$26K	$0	2	0.01%	Maintained
2844	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$26K	+$14.1K	1	0.01%	Increased
2845	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$25K	+$22.7K	1	0.01%	New
2846	HCM Highlander Capital Management Short Hills, New Jersey	$25K	$0	1	0.01%	Maintained
2847	WIA Wealthstreet Investment Advisors Dallas, Texas	$25K	$0	1	0.67%	Maintained
2848	CMF Counterpoint Mutual Funds San Diego, California	$23K	+$22.4K	1	0.02%	New
2849	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$22K	+$20.4K	2	0.01%	New
2850	ARIS Advanced Research Investment Solutions Los Angeles, California	$21K	+$19.9K	2	0.01%	New