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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	BZWA Blue Zone Wealth Advisors Los Angeles, California	$204K	+$196K	1	0.07%	New
2852	ES Eagle Strategies New York	$204K	+$210K	1	0.04%	New
2853	N Numerai San Francisco, California	$204K	+$213K	1	0.07%	New
2854	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$204K	-$8.31K	2	1.1%	Reduced
2855	JCFM JBR Co Financial Management Ardmore, Oklahoma	$203K	+$209K	1	0.14%	New
2856	D Diversified Wilmington, Delaware	$203K	+$209K	1	0.02%	New
2857	AFC AFT Forsyth & Company West Palm Beach, Florida	$203K	+$209K	1	0.1%	New
2858	ATS Ashton Thomas Securities Rochester, New York	$203K	+$218K	1	0.05%	New
2859	PA Probity Advisors Dallas, Texas	$202K	+$212K	1	0.04%	New
2860	CFA CWS Financial Advisors Kalamazoo, Michigan	$202K	+$194K	1	0.08%	New
2861	FF Fluent Financial Dallas, Texas	$202K	-$112K	1	0.1%	Reduced
2862	Aristotle Capital Management Los Angeles, California	$202K	+$208K	1	0%	New
2863	E Fund Management Guangzhou, China	$201K	+$208K	1	0.01%	New
2864	LMR Partners London, United Kingdom	$201K	+$211K	1	0%	New
2865	CWS Cypress Wealth Services Palm Desert, California	$201K	+$194K	1	0.04%	New
2866	AIM Aspen Investment Management Grand Rapids, Michigan	$201K	+$207K	1	0.1%	New
2867	Perpetual Ltd Sydney, New South Wales, Australia	$201K	-$615K	1	0%	Reduced
2868	TA TrueWealth Advisors Birmingham, Alabama	$201K	+$207K	1	0.07%	New
2869	HCM Harvey Capital Management Palm Beach, Florida	$201K	-$1.95M	1	0.05%	Reduced
2870	GFG Goldstone Financial Group Oakbrook Terrace, Illinois	$200K	+$206K	1	0.04%	New
2871	CIA Cape Investment Advisory Mcdonough, Georgia	$198K	-$7.45K	2	0.09%	Reduced
2872	TIM Thompson Investment Management Madison, Wisconsin	$197K	+$2.28K	3	0.03%	Increased
2873	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$194K	-$11K	1	0.06%	Reduced
2874	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$189K	$0	2	0.12%	Maintained
2875	WIA Wetzel Investment Advisors Indianapolis, Indiana	$188K	-$29.7K	4	0.11%	Reduced