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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	AFWM Abich Financial Wealth Management Ashburn, Virginia	$54.7K	+$4.09K	3	0.04%	Increased
2977	CPG Cornerstone Planning Group Fairfield, New Jersey	$54K	-$8.56K	3	0.02%	Reduced
2978	Close Asset Management London, United Kingdom	$54K	$0	2	0%	Maintained
2979	BCFD Boit C.F. David	$50.6K	-$67.7K	1	0.03%	Reduced
2980	PCA Providence Capital Advisors Charlotte, North Carolina	$50.2K	$0	2	0.01%	Maintained
2981	RTL Red Tortoise LLC Atlanta, Georgia	$49.4K	+$3.43K	4	0.03%	Increased
2982	DFA DHJJ Financial Advisors Naperville, Illinois	$49.1K	-$361	2	0.02%	Reduced
2983	FSWA Financial Synergies Wealth Advisors Houston, Texas	$48.7K	-$1.98K	2	0.01%	Reduced
2984	CG Cutler Group San Francisco, California	$48K	-$431K	1	0.02%	Reduced
2985	DWM Dogwood Wealth Management Lenexa, Kansas	$46.6K	+$41.2K	2	0.03%	Increased
2986	OAJ Ogorek Anthony Joseph Williamsville, New York	$46K	$0	3	0.02%	Maintained
2987	Edmond de Rothschild Holding Chambesy, Switzerland	$45.5K	$0	1	0%	Maintained
2988	TCM TD Capital Management Memphis, Tennessee	$44.1K	+$210	3	0%	Increased
2989	TCG Transcendent Capital Group Edmond, Oklahoma	$43K	+$13.5K	2	0.03%	Increased
2990	RP Raelipskie Partnership Waterloo, Ontario, Canada	$42.7K	$0	2	0.02%	Maintained
2991	BMC Bear Mountain Capital Seattle, Washington	$40.6K	$0	2	0.02%	Maintained
2992	CMP Coston McIsaac & Partners Bar Harbor, Maine	$39K	+$90	2	0.01%	Increased
2993	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$39K	$0	1	0.02%	Maintained
2994	GCM Gladius Capital Management Chicago, Illinois	$37.4K	+$37.1K	1	0.01%	New
2995	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$35.6K	+$1.53K	1	0.01%	Increased
2996	FP Financial Perspectives Minneapolis, Minnesota	$35.3K	-$542	1	0.01%	Reduced
2997	FRA Frank Rimerman Advisors Palo Alto, California	$34K	$0	3	0.01%	Maintained
2998	RBC Roble Belko & Company Sewickley, Pennsylvania	$34K	$0	2	0.01%	Maintained
2999	BIM Breakwater Investment Management Seattle, Washington	$33.7K	+$31.6K	2	0.02%	New
3000	MFA McClarren Financial Advisors State College, Pennsylvania	$33K	-$1.73K	1	0.02%	Reduced