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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	MCA Maryland Capital Advisors Chester, Maryland	$53.9K	$0	2	0.03%	Maintained
2977	PP Pingora Partners Wilson, Wyoming	$53.7K	-$10.3K	2	0.04%	Reduced
2978	SVCP Silicon Valley Capital Partners San Jose, California	$51.6K	-$28.3K	2	0.01%	Reduced
2979	CPG Cornerstone Planning Group Fairfield, New Jersey	$50.3K	-$8.99K	3	0.01%	Reduced
2980	RTL Red Tortoise LLC Atlanta, Georgia	$48.9K	$0	4	0.03%	Maintained
2981	AAG Accordant Advisory Group Annapolis, Maryland	$48.5K	-$85.6K	1	0.05%	Reduced
2982	FF Friedenthal Financial Marlton, New Jersey	$47.7K	+$49.1K	1	0.03%	New
2983	DFA DHJJ Financial Advisors Naperville, Illinois	$47.3K	-$207	2	0.02%	Reduced
2984	OAJ Ogorek Anthony Joseph Williamsville, New York	$47K	$0	3	0.02%	Maintained
2985	PCA Providence Capital Advisors Charlotte, North Carolina	$46K	+$457	2	0.01%	Increased
2986	SIC SJS Investment Consulting Sylvania, Ohio	$45.3K	-$34.5K	6	0.01%	Reduced
2987	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$40.5K	+$41.8K	1	0.01%	New
2988	TCM TD Capital Management Memphis, Tennessee	$40.4K	-$213	2	0%	Reduced
2989	BMC Bear Mountain Capital Seattle, Washington	$40.3K	$0	2	0.02%	Maintained
2990	Liontrust Investment Partners London, United Kingdom	$39.3K	-$21.6M	1	0%	Reduced
2991	CMP Coston McIsaac & Partners Bar Harbor, Maine	$38K	-$1.97K	2	0.01%	Reduced
2992	HWP Highline Wealth Partners Sherman Oaks, California	$37.3K	+$27.6K	3	0.01%	Increased
2993	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$36.6K	$0	1	0.01%	Maintained
2994	FP Financial Perspectives Minneapolis, Minnesota	$36.3K	$0	1	0.01%	Maintained
2995	SP SWS Partners Columbus, Ohio	$34.2K	+$33.9K	3	0.01%	New
2996	RP Raelipskie Partnership Waterloo, Ontario, Canada	$34K	-$10.3K	2	0.02%	Reduced
2997	IGWM ICA Group Wealth Management Denver, Colorado	$33.9K	-$183K	1	0.02%	Reduced
2998	BFA BBJS Financial Advisors Seattle, Washington	$33.8K	+$12.4K	2	0.01%	Increased
2999	BIM Breakwater Investment Management Seattle, Washington	$33.3K	-$1.55K	2	0.01%	Reduced
3000	MFA McClarren Financial Advisors State College, Pennsylvania	$33K	-$3.52K	1	0.02%	Reduced