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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	BMC Bear Mountain Capital Seattle, Washington	$36.7K	+$34.6K	2	0.02%	New
2902	CJ Caitlin John Brighton, Michigan	$35.7K	+$33.8K	3	0.03%	New
2903	NA Nordwand Advisors Radnor, Pennsylvania	$35.3K	$0	1	0.01%	Maintained
2904	CMP Coston McIsaac & Partners Bar Harbor, Maine	$34K	+$1.9K	2	0.01%	Increased
2905	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$33.6K	+$237	1	0.01%	Increased
2906	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$33.4K	-$1.76K	1	0.02%	Reduced
2907	RBC Roble Belko & Company Sewickley, Pennsylvania	$32K	$0	2	0.01%	Maintained
2908	FP Financial Perspectives Minneapolis, Minnesota	$31K	+$475	1	0.01%	Increased
2909	FRA Frank Rimerman Advisors Palo Alto, California	$30.3K	+$28.9K	3	0.01%	New
2910	RWM Raffa Wealth Management Washington, District of Columbia	$30K	$0	4	0.01%	Maintained
2911	MFA McClarren Financial Advisors State College, Pennsylvania	$30K	+$1.63K	2	0.02%	Increased
2912	PS Planned Solutions Folsom, California	$30K	+$28.2K	1	0.01%	New
2913	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$29.3K	-$10.1K	1	0.01%	Reduced
2914	Storebrand Asset Management Lysaker, Norway	$28.5K	$0	1	0%	Maintained
2915	TCG Transcendent Capital Group Edmond, Oklahoma	$28K	+$25K	1	0.02%	New
2916	SGC Slocum, Gordon & Co Newport, Rhode Island	$27K	-$1.88K	1	0.02%	Reduced
2917	GJIA Glass Jacobson Investment Advisors Owings Mills, Maryland	$26.9K	-$1.89K	1	0.01%	Reduced
2918	DF Dunhill Financial London, United Kingdom	$25.6K	+$25.4K	2	0.02%	New
2919	GAG Goodman Advisory Group Needham, Massachusetts	$24.9K	$0	1	0.01%	Maintained
2920	MCM MidAtlantic Capital Management Richmond, Virginia	$24.8K	+$23.1K	2	0.02%	New
2921	BFA BBJS Financial Advisors Seattle, Washington	$23.4K	$0	1	0.01%	Maintained
2922	SC Sawyer & Company Boston, Massachusetts	$23K	$0	1	0.01%	Maintained
2923	PH Pinnacle Holdings Tulsa, Oklahoma	$22.9K	+$21.5K	1	0.01%	New
2924	IWP IAG Wealth Partners Waukesha, Wisconsin	$22.6K	-$24.1K	4	0.01%	Reduced
2925	PP PFS Partners Mine Hill, New Jersey	$22K	-$17.7K	1	0.02%	Reduced