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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
3051	SRCM Signature Resources Capital Management Newport Beach, California	$9.15K	$0	2	0.01%	Maintained
3052	HC Hoese & Co Glencoe, Minnesota	$8.97K	$0	1	0.01%	Maintained
3053	SWA SOA Wealth Advisors New York	$8.63K	+$90	1	0%	Increased
3054	NBT Northwest Bank & Trust Davenport, Iowa	$8.22K	$0	1	0.01%	Maintained
3055	IHWM Iron Horse Wealth Management Johston, Iowa	$8.17K	+$1.8K	2	0%	Increased
3056	4FG 4Thought Financial Group Syosset, New York	$7.8K	$0	1	0.01%	Maintained
3057	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$7.39K	-$8.96K	1	0.01%	Reduced
3058	HWM Horizons Wealth Management Asheville, North Carolina	$6.82K	$0	1	0%	Maintained
3059	CPA Clear Point Advisors Melville, New York	$6.78K	$0	3	0.01%	Maintained
3060	NCTC New Covenant Trust Company Jeffersonville, Indiana	$6.7K	+$6.45K	1	0.01%	New
3061	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$5.97K	$0	1	0%	Maintained
3062	HFS Horizon Financial Services Winston Salem, North Carolina	$5.95K	+$5.51K	1	0%	New
3063	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$5.82K	$0	2	0%	Maintained
3064	PA Pineridge Advisors St. Charles, Missouri	$5.43K	-$5.56K	2	0%	Reduced
3065	EAM Eukles Asset Management Cincinnati, Ohio	$4.79K	-$2.94K	1	0%	Reduced
3066	TCM TruNorth Capital Management Kalamazoo, Michigan	$4.78K	+$4.42K	1	0%	New
3067	SWM Sanctuary Wealth Management Pocatello, Idaho	$3.9K	$0	1	0%	Maintained
3068	AWM Activest Wealth Management Aventure, Florida	$3.84K	+$3.78K	1	0%	New
3069	PCTC Perkins Coie Trust Company Seattle, Washington	$3.83K	-$449K	1	0%	Reduced
3070	SMI Shelter Mutual Insurance Columbia, Missouri	$3.83K	+$3.68K	1	0%	New
3071	NL NVWM LLC Yardley, Pennsylvania	$3.74K	+$3.54K	3	0%	New
3072	IA IFS Advisors Overland Park, Kansas	$3.12K	$0	1	0%	Maintained
3073	WCM Westend Capital Management Sausalito, California	$3.02K	+$2.8K	1	0%	New
3074	PEAK6 Investments Chicago, Illinois	$2.59K	-$4.81M	2	0%	Reduced
3075	CAM ClariVest Asset Management San Diego, California	$2.17K	$0	3	0%	Maintained