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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
2926	EL EMFO LLC Weston, Florida	$79.9K	$0	1	0.08%	Maintained
2927	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$79.7K	$0	2	0.1%	Maintained
2928	LJHT Laurie J. Hall Trustee	$77K	$0	1	0.03%	Maintained
2929	TC Tacita Capital Toronto, Ontario, Canada	$76K	$0	1	0.06%	Maintained
2930	FWA FSC Wealth Advisors Fishkill, New York	$75.4K	+$5.7K	3	0.13%	Increased
2931	SC Schubert & Co Mckinney, Texas	$74.2K	-$4.2K	8	0.07%	Reduced
2932	OA Operose Advisors Milwaukee, Wisconsin	$72.7K	+$6.11K	2	0.04%	Increased
2933	BA Bellwether Advisors Lincoln, Nebraska	$70.3K	-$23.1K	2	0.02%	Reduced
2934	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$70.3K	$0	2	0.06%	Maintained
2935	AFG Albion Financial Group Salt Lake City, Utah	$67.9K	$0	2	0.01%	Maintained
2936	FRA Front Row Advisors Tiburon, California	$67K	+$2.5K	2	0.03%	Increased
2937	IFS Intelligent Financial Strategies Excelsior, Minnesota	$63.8K	$0	1	0.05%	Maintained
2938	CQS Credential Qtrade Securities Vancouver,	$63.2K	-$1.5K	1	0%	Reduced
2939	EI Ellevest Inc New York	$62.9K	+$6.14K	2	0.01%	Increased
2940	BSWA Bromfield Sneider Wealth Advisors Westwood, Massachusetts	$62K	$0	1	0.06%	Maintained
2941	GFWA Grey Fox Wealth Advisors Rockland, Delaware	$61.9K	+$59.7K	2	0.04%	New
2942	TCM TD Capital Management Memphis, Tennessee	$59K	+$8.84K	2	0.01%	Increased
2943	KIG Kessler Investment Group Columbus, Indiana	$59K	-$82.8K	1	0.06%	Reduced
2944	LFA Level Financial Advisors East Amherst, New York	$57K	+$4.53K	2	0.04%	Increased
2945	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$53K	-$94	2	0.02%	Reduced
2946	FSWA Financial Synergies Wealth Advisors Houston, Texas	$52.7K	+$38.5K	3	0.01%	Increased
2947	Edmond de Rothschild Holding Chambesy, Switzerland	$51.8K	$0	1	0%	Maintained
2948	BCFD Boit C.F. David	$50.5K	$0	1	0.04%	Maintained
2949	HWA HHM Wealth Advisors Chattanooga, Tennessee	$50.3K	-$66K	2	0.01%	Reduced
2950	CMP Coston McIsaac & Partners Bar Harbor, Maine	$48K	+$9.5K	2	0.02%	Increased