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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	NMG New Millennium Group Sandy, Utah	$11.4K	+$11.5K	2	0.01%	New
3052	BCM Blume Capital Management Berkeley, California	$11K	$0	1	0%	Maintained
3053	RAM Ramirez Asset Management New York	$11K	-$2.48M	1	0%	Reduced
3054	RWA Redmont Wealth Advisors Chicago, Illinois	$10.7K	$0	2	0.02%	Maintained
3055	CJ Caitlin John Brighton, Michigan	$10.6K	-$7.24K	1	0.01%	Reduced
3056	Aviso Financial Toronto, Ontario, Canada	$10.3K	+$10.7K	1	0%	New
3057	NL NVWM LLC Yardley, Pennsylvania	$10.2K	+$6.63K	3	0%	Increased
3058	LAM Lummis Asset Management Fort Worth, Texas	$10.1K	$0	2	0.01%	Maintained
3059	SA SRH Advisors Salina, Kansas	$10K	$0	1	0%	Maintained
3060	IC Innealta Capital Austin, Texas	$9.87K	+$10.6K	4	0%	New
3061	HWM HighMark Wealth Management St. Paul, Minnesota	$9.54K	$0	1	0.01%	Maintained
3062	SRCM Signature Resources Capital Management Newport Beach, California	$9.45K	$0	2	0.01%	Maintained
3063	RFG REAP Financial Group Austin, Texas	$9.01K	+$8.64K	1	0%	New
3064	SWA SOA Wealth Advisors New York	$8.89K	$0	1	0%	Maintained
3065	HWM Horizons Wealth Management Asheville, North Carolina	$8.33K	$0	1	0.01%	Maintained
3066	IHWM Iron Horse Wealth Management Johston, Iowa	$8.3K	$0	2	0%	Maintained
3067	NBT Northwest Bank & Trust Davenport, Iowa	$8.13K	$0	1	0.01%	Maintained
3068	4FG 4Thought Financial Group Syosset, New York	$8.03K	$0	1	0.01%	Maintained
3069	HF Halpern Financial Ashburn, Virginia	$7.86K	-$9.37K	1	0%	Reduced
3070	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$7.66K	$0	1	0.01%	Maintained
3071	ETS ESL Trust Services Rochester, New York	$7.04K	+$7.32K	2	0%	New
3072	CPA Clear Point Advisors Melville, New York	$6.88K	$0	3	0.01%	Maintained
3073	IRAG Investment Research & Advisory Group Atlanta, Georgia	$6.8K	+$7.31K	1	0%	New
3074	NCM Northwest Capital Management Lake Oswego, Oregon	$6.68K	-$221K	2	0%	Reduced
3075	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$6.5K	$0	1	0%	Maintained