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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
2901	PP PFS Partners Mine Hill, New Jersey	$45.5K	+$99	2	0.04%	Increased
2902	PH Pinnacle Holdings Tulsa, Oklahoma	$44.9K	+$44.8K	1	0.02%	New
2903	JCP JB Capital Partners Armonk, New York	$44.2K	$0	1	0.01%	Maintained
2904	OA Operose Advisors Milwaukee, Wisconsin	$44.1K	-$27.3K	1	0.02%	Reduced
2905	Edmond de Rothschild Holding Chambesy, Switzerland	$43.9K	$0	1	0%	Maintained
2906	DWMG DB Wealth Management Group San Diego, California	$43.8K	$0	2	0.03%	Maintained
2907	OAJ Ogorek Anthony Joseph Williamsville, New York	$43K	$0	3	0.02%	Maintained
2908	NA Nordwand Advisors Radnor, Pennsylvania	$41.1K	+$41.4K	1	0.01%	New
2909	AWM Abound Wealth Management Franklin, Tennessee	$39.3K	+$13.6K	3	0.02%	Increased
2910	KM Kalos Management Alpharetta, Georgia	$38.1K	+$39.4K	2	0.08%	New
2911	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$38.1K	+$197	1	0.02%	Increased
2912	TWD True Wealth Design Akron, Ohio	$37.4K	-$8.03K	2	0.02%	Reduced
2913	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$36.4K	+$37.3K	3	0.01%	New
2914	CMP Coston McIsaac & Partners Bar Harbor, Maine	$36K	-$9.85K	2	0.01%	Reduced
2915	FP Financial Perspectives Minneapolis, Minnesota	$35.5K	$0	1	0.02%	Maintained
2916	IWMWV Ironwood Wealth Management (West Virginia) Hurricane, West Virginia	$34.2K	$0	1	0.02%	Maintained
2917	Close Asset Management London, United Kingdom	$34K	$0	1	0%	Maintained
2918	RBC Roble Belko & Company Sewickley, Pennsylvania	$33K	$0	2	0.01%	Maintained
2919	UFF USA Financial Formulas Ada, Michigan	$32.2K	+$32.3K	3	0.05%	New
2920	MFA McClarren Financial Advisors State College, Pennsylvania	$31K	+$99	1	0.03%	Increased
2921	SSC Syverson Strege & Co West Des Moines, Iowa	$30.4K	+$4.18K	2	0.01%	Increased
2922	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$29.6K	+$156	2	0.03%	Increased
2923	Storebrand Asset Management Lysaker, Norway	$29.4K	-$12K	1	0%	Reduced
2924	GAG Goodman Advisory Group Needham, Massachusetts	$29K	-$76.3K	1	0.02%	Reduced
2925	SGC Slocum, Gordon & Co Newport, Rhode Island	$27.8K	$0	1	0.02%	Maintained