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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	AWM Able Wealth Management Toms River, New Jersey	$5.27K	+$4.69K	1	0%	New
2977	ODG O'Dell Group Cincinnati, Ohio	$4.96K	+$4.67K	1	0%	New
2978	SWM Sanctuary Wealth Management Pocatello, Idaho	$3.37K	$0	1	0%	Maintained
2979	DWM Dogwood Wealth Management Lenexa, Kansas	$2.75K	+$2.53K	1	0%	New
2980	IA IFS Advisors Overland Park, Kansas	$2.69K	$0	1	0%	Maintained
2981	HFS HBC Financial Services Seattle, Washington	$2K	$0	1	0%	Maintained
2982	CAM ClariVest Asset Management San Diego, California	$1.98K	-$346	3	0%	Reduced
2983	DWA Delos Wealth Advisors Dallas, Texas	$1.78K	-$12.7K	2	0%	Reduced
2984	DCM Davidson Capital Management Corpus Christi, Texas	$1.51K	+$1.43K	1	0%	New
2985	WAM WFA Asset Management Whitefish Bay, Wisconsin	$1.47K	$0	3	0%	Maintained
2986	LFA Livelsberger Financial Advisory Ashland, Ohio	$849	+$791	1	0%	New
2987	BC Belmont Capital Los Angeles, California	$161	-$15.2K	1	0%	Reduced
2988	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$0	-$19.7M	0	–	Closed
2989	AF Alerus Financial Grand Forks, North Dakota	$0	-$279K	0	–	Closed
2990	ACM Alpha Capital Management Austin, Texas	$0	-$2.92M	0	–	Closed
2991	ADIM Alpha DNA Investment Management Columbia, Maryland	$0	-$1.53M	0	–	Closed
2992	AS AM Squared Hong Kong	$0	-$238K	0	–	Closed
2993	Aquatic Capital Management Chicago, Illinois	$0	-$28.9M	0	–	Closed
2994	ALAM Asahi Life Asset Management Tokyo, Japan	$0	-$144K	0	–	Closed
2995	AWA Authentikos Wealth Advisory Morgan Hill, California	$0	-$4.08K	0	–	Closed
2996	Banque Pictet & Cie Geneva 73, Switzerland	$0	-$3.64M	0	–	Closed
2997	BS Bessemer Securities New York	$0	-$737K	0	–	Closed
2998	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$0	-$1.02M	0	–	Closed
2999	BCM BluePath Capital Management Atlanta, Georgia	$0	-$86.8K	0	–	Closed
3000	BOSSRA B.O.S.S. Retirement Advisors Lehi, Utah	$0	-$1.18M	0	–	Closed