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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
2876	EL EMFO LLC Weston, Florida	$77.6K	$0	1	0.07%	Maintained
2877	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$76.6K	$0	2	0.08%	Maintained
2878	LJHT Laurie J. Hall Trustee	$75K	$0	1	0.03%	Maintained
2879	SC Schubert & Co Mckinney, Texas	$74.9K	+$2.21K	8	0.07%	Increased
2880	SFG Steward Financial Group Colleyville, Texas	$74K	+$75K	3	0.02%	Increased
2881	TC Tacita Capital Toronto, Ontario, Canada	$73K	$0	1	0.06%	Maintained
2882	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$67.8K	$0	2	0.06%	Maintained
2883	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$67.3K	+$14.8K	2	0.03%	Increased
2884	GFWA Grey Fox Wealth Advisors Rockland, Delaware	$64.2K	+$4.63K	3	0.04%	Increased
2885	BA Bellwether Advisors Lincoln, Nebraska	$63.1K	+$145	5	0.02%	Increased
2886	FRA Front Row Advisors Tiburon, California	$63K	-$3.15K	2	0.03%	Reduced
2887	KIG Kessler Investment Group Columbus, Indiana	$62.7K	+$5.62K	1	0.04%	Increased
2888	IFS Intelligent Financial Strategies Excelsior, Minnesota	$61.9K	$0	1	0.05%	Maintained
2889	BSWA Bromfield Sneider Wealth Advisors Westwood, Massachusetts	$60.1K	$0	1	0.05%	Maintained
2890	RTL Red Tortoise LLC Atlanta, Georgia	$54.9K	-$40.2K	4	0.04%	Reduced
2891	RA Rational Advisors Huntington, New York	$54.5K	-$1.52M	1	0%	Reduced
2892	BCFD Boit C.F. David	$52K	$0	1	0.04%	Maintained
2893	TCM TD Capital Management Memphis, Tennessee	$51.6K	$0	2	0.01%	Maintained
2894	LFA Level Financial Advisors East Amherst, New York	$51K	-$4.36K	1	0.03%	Reduced
2895	PO Private Ocean San Rafael, California	$50.6K	+$9.16K	3	0.01%	Increased
2896	MIA Milestone Investment Advisors Middleton, Wisconsin	$50.5K	+$50.8K	1	0.02%	New
2897	SIC SJS Investment Consulting Sylvania, Ohio	$48.5K	+$9.7K	7	0.01%	Increased
2898	Group One Trading Chicago, Illinois	$47.7K	-$764K	1	0%	Reduced
2899	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$46.5K	+$99	1	0.01%	Increased
2900	IWP IAG Wealth Partners Waukesha, Wisconsin	$46.3K	+$26.8K	4	0.01%	Increased