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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
2976	MFA McClarren Financial Advisors State College, Pennsylvania	$32K	+$1.32K	1	0.03%	Increased
2977	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$30K	+$28.7K	1	0.01%	New
2978	MSCM McElhenny Sheffield Capital Management Dallas, Texas	$29.9K	+$28.7K	3	0.01%	New
2979	UCB United Community Bank Greenville, South Carolina	$29.1K	$0	2	0.03%	Maintained
2980	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$28.7K	+$53	2	0.03%	Increased
2981	SWA SOA Wealth Advisors New York	$28.3K	-$1.22K	1	0.01%	Reduced
2982	AWM Abound Wealth Management Franklin, Tennessee	$27.9K	+$2.73K	3	0.01%	Increased
2983	AIM Arcadia Investment Management Kalamazoo, Michigan	$27.3K	$0	1	0.01%	Maintained
2984	BFA BBJS Financial Advisors Seattle, Washington	$27.3K	+$26.1K	1	0.01%	New
2985	SSC Syverson Strege & Co West Des Moines, Iowa	$27K	$0	1	0.01%	Maintained
2986	SC Sawyer & Company Boston, Massachusetts	$27K	-$13.2K	1	0.01%	Reduced
2987	SGC Slocum, Gordon & Co Newport, Rhode Island	$26.5K	+$26.5K	1	0.02%	New
2988	JMF Johnson Midwest Financial Glidden, Iowa	$25K	+$15.2K	2	0.09%	Increased
2989	PS PayPay Securities Tokyo, Japan	$24.5K	+$24.1K	3	1.64%	New
2990	FCG Financial Connections Group Corte Madera, California	$23K	+$21.7K	1	0.02%	New
2991	MCM Manchester Capital Management Manchester, Vermont	$23K	-$74.6K	3	0%	Reduced
2992	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$22.4K	$0	1	0.02%	Maintained
2993	DF DecisionPoint Financial Mesa, Arizona	$22.2K	+$20.7K	1	0.01%	New
2994	IWP IAG Wealth Partners Waukesha, Wisconsin	$20.2K	-$2.09K	3	0.01%	Reduced
2995	PFC Phocas Financial Corp Alameda, California	$19.7K	+$18.3K	1	0%	New
2996	DWA Delos Wealth Advisors Dallas, Texas	$19.6K	$0	2	0.03%	Maintained
2997	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$17.5K	-$2K	1	0.01%	Reduced
2998	JFG JDM Financial Group Austin, Texas	$16.9K	+$15.9K	2	0.02%	New
2999	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$16.8K	-$607K	2	0%	Reduced
3000	RWM Ruedi Wealth Management Champaign, Illinois	$16.2K	+$17.6K	1	0.01%	New