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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
3026	PH Pinnacle Holdings Tulsa, Oklahoma	$18.4K	-$4.67K	1	0.01%	Reduced
3027	NI NCP Inc La Quinta, California	$16.9K	+$16.6K	1	0.01%	New
3028	TWP TFO Wealth Partners Maumee, Ohio	$16.7K	-$1.05K	5	0%	Reduced
3029	HF Halpern Financial Ashburn, Virginia	$16.5K	$0	2	0%	Maintained
3030	BFP Briaud Financial Planning College Station, Texas	$16K	+$14.1K	1	0.01%	New
3031	JFG JDM Financial Group Austin, Texas	$15.5K	$0	2	0.01%	Maintained
3032	RWM Ruedi Wealth Management Champaign, Illinois	$15.4K	+$6.86K	2	0.01%	Increased
3033	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$15.3K	$0	1	0.01%	Maintained
3034	PS PayPay Securities Tokyo, Japan	$15.2K	-$1.35K	3	0.76%	Reduced
3035	CQS Credential Qtrade Securities Vancouver,	$15.1K	$0	2	0%	Maintained
3036	MSWM Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois	$14.1K	$0	2	0.03%	Maintained
3037	MIM Macroview Investment Management Bethesda, Maryland	$13.9K	+$90	2	0.02%	Increased
3038	GPFA Game Plan Financial Advisors Westlake, Ohio	$12.7K	$0	2	0.01%	Maintained
3039	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$12.6K	-$7.22K	3	0%	Reduced
3040	GG Gleason Group Prospect, Kentucky	$12.3K	+$90	1	0%	Increased
3041	CIM Contravisory Investment Management Norwell, Massachusetts	$11.9K	$0	1	0%	Maintained
3042	TCA Trifecta Capital Advisors Northbrook, Illinois	$11.6K	$0	3	0%	Maintained
3043	CIR Clear Investment Research Alpharetta, Georgia	$11.4K	-$3.7K	2	0.02%	Reduced
3044	RWA Redmont Wealth Advisors Chicago, Illinois	$11K	+$10.4K	2	0.02%	New
3045	BCM Blume Capital Management Berkeley, California	$10.7K	$0	1	0%	Maintained
3046	HWP Highline Wealth Partners Sherman Oaks, California	$10K	$0	2	0%	Maintained
3047	LAM Lummis Asset Management Fort Worth, Texas	$9.93K	-$237K	2	0.01%	Reduced
3048	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$9.75K	+$9.03K	1	0%	New
3049	SA SRH Advisors Salina, Kansas	$9.75K	$0	1	0%	Maintained
3050	HWM HighMark Wealth Management St. Paul, Minnesota	$9.27K	-$4.68K	1	0.01%	Reduced