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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
2851	PCFFS Pacific Center for Financial Services San Ramon, California	$21K	$0	1	0.01%	Maintained
2852	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$17K	-$193K	2	0.01%	Reduced
2853	PCA Providence Capital Advisors Charlotte, North Carolina	$17K	$0	2	0%	Maintained
2854	HF Halpern Financial Ashburn, Virginia	$15.7K	-$8.61K	1	0.01%	Reduced
2855	Baillie Gifford & Co Edinburgh, United Kingdom	$15K	$0	1	0%	Maintained
2856	GG Gleason Group Prospect, Kentucky	$12K	$0	1	0%	Maintained
2857	HC Hoese & Co Glencoe, Minnesota	$12K	+$9.48K	1	0.01%	Increased
2858	JMF Johnson Midwest Financial Glidden, Iowa	$10K	$0	1	0.01%	Maintained
2859	MAM Marquette Asset Management Minneapolis, Minnesota	$10K	$0	1	0%	Maintained
2860	SA SRH Advisors Salina, Kansas	$10K	$0	1	0.01%	Maintained
2861	CWM Cedar Wealth Management Walnut Creek, California	$9K	+$4.08K	1	0%	Increased
2862	AIM Arcadia Investment Management Kalamazoo, Michigan	$7K	-$33.7K	1	0%	Reduced
2863	CWM Consultiva Wealth Management San Juan, Puerto Rico	$7K	$0	1	0.17%	Maintained
2864	EAM Eukles Asset Management Cincinnati, Ohio	$7K	$0	2	0%	Maintained
2865	EA Evolution Advisers Richmond, Virginia	$7K	+$7.11K	1	0.01%	New
2866	IFA Interactive Financial Advisors New Lenox, Illinois	$7K	+$6.29K	1	0%	New
2867	TCWA Ten Capital Wealth Advisors Spokane, Washington	$6K	$0	1	0%	Maintained
2868	FEG Financial Enhancement Group Anderson, Indiana	$5K	$0	1	0%	Maintained
2869	MIM Macroview Investment Management Bethesda, Maryland	$5K	$0	1	0.01%	Maintained
2870	SMG Spectrum Management Group Indianapolis, Indiana	$5K	+$51	1	0%	Increased
2871	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$4K	-$16.5K	1	0%	Reduced
2872	PWC PYA Waltman Capital Knoxville, Tennessee	$4K	$0	1	0%	Maintained
2873	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$4K	$0	1	0%	Maintained
2874	CM Cornerstone Management Duluth, Georgia	$3.47K	$0	1	0%	Maintained
2875	HFS HBC Financial Services Seattle, Washington	$2K	$0	1	0%	Maintained