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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	CWM Cedar Wealth Management Walnut Creek, California	$3.23K	$0	1	0%	Maintained
2977	IHWM Iron Horse Wealth Management Johston, Iowa	$2.06K	+$1.97K	1	0%	Increased
2978	HFS HBC Financial Services Seattle, Washington	$2K	$0	1	0%	Maintained
2979	SWG Summit Wealth Group White River Junction, Vermont	$2K	+$1.97K	1	0.05%	New
2980	WAM WFA Asset Management Whitefish Bay, Wisconsin	$1.54K	$0	3	0%	Maintained
2981	2L 25 LLC St. Louis, Missouri	$1.14K	+$1.18K	1	0%	New
2982	BAM Baldrige Asset Management Allentown, Pennsylvania	$1K	+$1.39K	1	0%	New
2983	ACM Acrisure Capital Management Austin, Texas	$0	-$295K	0	–	Closed
2984	Adams Diversified Equity Fund Baltimore, Maryland	$0	-$25.2M	0	–	Closed
2985	AP Advisors Preferred Rockville, Maryland	$0	-$612K	0	–	Closed
2986	AFCM Alta Fox Capital Management Fort Worth, Texas	$0	-$8.97M	0	–	Closed
2987	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$0	-$2.71M	0	–	Closed
2988	AFM Anson Funds Management Dallas, Texas	$0	-$1.51M	0	–	Closed
2989	AWAM Appian Way Asset Management New York	$0	-$18.9M	0	–	Closed
2990	AG Appleton Group Appleton, Wisconsin	$0	-$210K	0	–	Closed
2991	AW Apricus Wealth Beaufort, South Carolina	$0	-$242K	0	–	Closed
2992	AAM Ardevora Asset Management London, United Kingdom	$0	-$36M	0	–	Closed
2993	AIC Argus Investors Counsel New York	$0	-$801K	0	–	Closed
2994	ACM Ariose Capital Management Central, Hong Kong, Hong Kong	$0	-$4.04M	0	–	Closed
2995	AWAG ARS Wealth Advisors Group St. Petersburg, Florida	$0	-$3.45M	0	–	Closed
2996	Artemis Investment Management Edinburgh, United Kingdom	$0	-$16.8M	0	–	Closed
2997	AT Arvest Trust Bartlesville, Oklahoma	$0	-$491K	0	–	Closed
2998	ACM Ascendant Capital Management Los Angeles, California	$0	-$1.64M	0	–	Closed
2999	AIM Aspen Investment Management Grand Rapids, Michigan	$0	-$202K	0	–	Closed
3000	ACM Aubrey Capital Management Edinburgh, United Kingdom	$0	-$682K	0	–	Closed