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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	HAS HBW Advisory Services Simi Valley, California	$263K	+$248K	1	0.04%	New
2827	FHC First Heartland Consultants Lake St. Louis, Missouri	$263K	-$67.5K	1	0.03%	Reduced
2828	TFG Taylor Financial Group Roanoke, Virginia	$262K	$0	1	0.18%	Maintained
2829	TFA Tranquilli Financial Advisor Clinton, New Jersey	$262K	-$570	1	0.16%	Reduced
2830	SCM Silvant Capital Management Atlanta, Georgia	$262K	$0	2	0.01%	Maintained
2831	Livforsakringsbolaget Skandia Stockholm, Sweden	$262K	+$177K	1	0.01%	Increased
2832	VF VitalStone Financial Shavano Park, Texas	$261K	+$218K	2	0.18%	Increased
2833	PWP Pursue Wealth Partners Clayton, California	$261K	$0	1	0.14%	Maintained
2834	CFC Client First Capital San Diego, California	$261K	$0	1	0.14%	Maintained
2835	VH Visionary Horizons Knoxville, Tennessee	$260K	-$148K	1	0.17%	Reduced
2836	AWM Aspire Wealth Management Waltham, Massachusetts	$260K	$0	1	0.14%	Maintained
2837	UIA Ulland Investment Advisors Minneapolis, Minnesota	$260K	$0	1	0.19%	Maintained
2838	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$258K	$0	2	0.06%	Maintained
2839	D Diversified Wilmington, Delaware	$258K	+$12.7K	1	0.03%	Increased
2840	DE Diversified Enterprises Wilmington, Delaware	$258K	+$243K	1	0.03%	New
2841	SIG Spinnaker Investment Group Newport Beach, California	$258K	-$228	1	0.06%	Reduced
2842	GCA Greenwood Capital Associates Greenwood, South Carolina	$257K	-$38.8K	1	0.03%	Reduced
2843	KFA Kelleher Financial Advisors New York	$257K	$0	1	0.1%	Maintained
2844	HPFG Hart & Patterson Financial Group Amherst, Massachusetts	$256K	-$342	1	0.12%	Reduced
2845	UBV United Bank (Virginia) Vienna, Virginia	$256K	-$45.6K	1	0.03%	Reduced
2846	TF Trek Financial Scottsdale, Arizona	$256K	-$15.7K	1	0.02%	Reduced
2847	HCM Hollencrest Capital Management Newport Beach, California	$256K	-$5.54K	4	0.01%	Reduced
2848	KNFPWM Keeler & Nadler Financial Planning & Wealth Management Dublin, Ohio	$255K	+$570	1	0.12%	Increased
2849	NEPPG New England Professional Planning Group Westerly, Rhode Island	$255K	$0	1	0.13%	Maintained
2850	FRA Front Row Advisors Tiburon, California	$255K	-$53.2K	2	0.09%	Reduced