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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	FSWA Financial Synergies Wealth Advisors Houston, Texas	$128K	+$77.4K	2	0.02%	Increased
2852	FWM Focused Wealth Management Newburgh, New York	$128K	-$3.91K	4	0.03%	Reduced
2853	MFG Monumental Financial Group Rockville, Maryland	$124K	-$131K	1	0.09%	Reduced
2854	RI Ridgewood Investments Springfield, New Jersey	$123K	-$84.7K	3	0.08%	Reduced
2855	TCM Tradewinds Capital Management Bellingham, Washington	$121K	+$1.07K	1	0.04%	Increased
2856	VCM Versant Capital Management Phoenix, Arizona	$115K	+$22.2K	6	0.04%	Increased
2857	GWSA Global Wealth Strategies & Associates Denver, Colorado	$113K	$0	2	0.06%	Maintained
2858	Vaughan Nelson Investment Management Houston, Texas	$108K	$0	1	0%	Maintained
2859	OCM Orion Capital Management Coronado, California	$108K	$0	1	0.07%	Maintained
2860	NC NewSquare Capital Newtown Square, Pennsylvania	$103K	+$1.28K	3	0.01%	Increased
2861	WPWM Western Pacific Wealth Management Lake Forest, Illinois	$103K	$0	1	0.08%	Maintained
2862	RF Robbins Farley Bedford, New Hampshire	$103K	$0	2	0.07%	Maintained
2863	FA Fortis Advisors Wayne, Pennsylvania	$101K	$0	1	0.07%	Maintained
2864	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$99K	$0	3	0.08%	Maintained
2865	EI Ellevest Inc New York	$97.9K	+$31K	3	0.01%	Increased
2866	Loomis, Sayles & Company Boston, Massachusetts	$97K	-$2.75K	3	0%	Reduced
2867	MUFG Securities EMEA London, United Kingdom	$94K	$0	1	0%	Maintained
2868	FWA FSC Wealth Advisors Fishkill, New York	$92.5K	+$24.2K	3	0.15%	Increased
2869	AS AM Squared Hong Kong	$92.3K	+$92.8K	1	0.07%	New
2870	AFS Annapolis Financial Services Annapolis, Maryland	$86.7K	+$1.58K	2	0.03%	Increased
2871	LWA Lowe Wealth Advisors Columbia, Maryland	$86.2K	+$9.28K	2	0.05%	Increased
2872	ME McIlrath & Eck Arlington, Washington	$83.6K	-$19.4K	4	0.02%	Reduced
2873	Erste Asset Management Vienna, Austria	$83.4K	+$83.8K	2	0%	New
2874	LSA Lansing Street Advisors Ambler, Pennsylvania	$82.4K	+$760	2	0.05%	Increased
2875	MCA Maryland Capital Advisors Chester, Maryland	$77.6K	$0	2	0.07%	Maintained