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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	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$26K	-$12.9K	2	0.03%	Reduced
2827	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$25K	+$18.8K	1	0.01%	New
2828	LWA Lowe Wealth Advisors Columbia, Maryland	$25K	$0	2	0.01%	Maintained
2829	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$25K	$0	1	0.05%	Maintained
2830	HCM Highlander Capital Management Short Hills, New Jersey	$24K	$0	1	0.01%	Maintained
2831	IWP IAG Wealth Partners Waukesha, Wisconsin	$23K	-$4K	3	0.01%	Reduced
2832	BCM Blume Capital Management Berkeley, California	$22K	+$22.4K	1	0.01%	New
2833	SPWG Sage Private Wealth Group Oakbrook Terrace, Illinois	$22K	-$13.3K	1	0.03%	Reduced
2834	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$21K	$0	2	0.01%	Maintained
2835	PCFFS Pacific Center for Financial Services San Ramon, California	$21K	+$961	1	0.01%	Increased
2836	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$18K	$0	2	0.01%	Maintained
2837	HF Halpern Financial Ashburn, Virginia	$15.1K	-$572	2	0.01%	Reduced
2838	Baillie Gifford & Co Edinburgh, United Kingdom	$15K	$0	1	0%	Maintained
2839	PH Pinnacle Holdings Tulsa, Oklahoma	$14K	+$14K	1	0.01%	New
2840	ARIS Advanced Research Investment Solutions Los Angeles, California	$12K	-$9K	1	0.01%	Reduced
2841	GG Gleason Group Prospect, Kentucky	$12K	+$96	1	0%	Increased
2842	HC Hoese & Co Glencoe, Minnesota	$12K	$0	1	0.01%	Maintained
2843	PCA Providence Capital Advisors Charlotte, North Carolina	$12K	-$5.58K	2	0%	Reduced
2844	NMG New Millennium Group Sandy, Utah	$11K	+$11.2K	2	0.01%	New
2845	FSWA Financial Synergies Wealth Advisors Houston, Texas	$10.9K	+$10.9K	3	0%	New
2846	JMF Johnson Midwest Financial Glidden, Iowa	$10K	$0	1	0.01%	Maintained
2847	MAM Marquette Asset Management Minneapolis, Minnesota	$10K	$0	1	0%	Maintained
2848	SA SRH Advisors Salina, Kansas	$10K	$0	1	0.01%	Maintained
2849	TWP TFO Wealth Partners Maumee, Ohio	$9K	-$71.1K	2	0%	Reduced
2850	EAM Eukles Asset Management Cincinnati, Ohio	$8K	$0	2	0.01%	Maintained