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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	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$20.9K	+$2.04K	6	0%	Increased
3027	PH Pinnacle Holdings Tulsa, Oklahoma	$20K	$0	1	0.01%	Maintained
3028	KFP Keener Financial Planning Keller, Texas	$20K	-$9.8K	2	0.01%	Reduced
3029	RWPA Richard W. Paul & Associates Novi, Michigan	$19.3K	-$1.34K	3	0.01%	Reduced
3030	DI DAGCO Inc Westlake, Ohio	$19.2K	$0	1	0.01%	Maintained
3031	PP PFS Partners Mine Hill, New Jersey	$18.8K	-$7.75K	1	0.01%	Reduced
3032	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$17.9K	$0	1	0.08%	Maintained
3033	CC Cypress Capital Franklin, Tennessee	$17.8K	+$18.3K	2	0%	New
3034	VWM Valley Wealth Managers Paramus, New Jersey	$17.4K	+$18.3K	1	0%	New
3035	W WealthCollab Bellevue, Washington	$16K	+$1.11K	1	0.01%	Increased
3036	NI NCP Inc La Quinta, California	$15.5K	$0	1	0.01%	Maintained
3037	HC Hoese & Co Glencoe, Minnesota	$15.3K	+$4.34K	1	0.01%	Increased
3038	JFG JDM Financial Group Austin, Texas	$14.9K	$0	2	0.01%	Maintained
3039	MIM Macroview Investment Management Bethesda, Maryland	$14.4K	$0	2	0.02%	Maintained
3040	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$14.3K	+$371	2	0.01%	Increased
3041	CIR Clear Investment Research Alpharetta, Georgia	$13.4K	+$1.65K	2	0.02%	Increased
3042	GPFA Game Plan Financial Advisors Westlake, Ohio	$13.1K	$0	2	0.01%	Maintained
3043	PPWM PFG Private Wealth Management Lutz, Florida	$13K	-$40.6K	2	0.01%	Reduced
3044	CIM Contravisory Investment Management Norwell, Massachusetts	$12.9K	$0	1	0%	Maintained
3045	ACM Anfield Capital Management Irvine, California	$12.8K	+$11.5K	1	0.01%	Increased
3046	GG Gleason Group Prospect, Kentucky	$12.7K	+$103	1	0%	Increased
3047	PS PayPay Securities Tokyo, Japan	$12.6K	-$2.67K	3	1.05%	Reduced
3048	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$12.4K	+$578	2	0%	Increased
3049	FGA Fortis Group Advisors Westwood, New Jersey	$12.2K	-$212K	1	0%	Reduced
3050	FW Fairway Wealth Independence, Ohio	$11.9K	+$12.3K	2	0.01%	New