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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
3101	BMC Bear Mountain Capital Seattle, Washington	$49.5K	$0	2	0.02%	Maintained
3102	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$49.2K	+$228	1	0.02%	Increased
3103	TCM TD Capital Management Memphis, Tennessee	$48.9K	$0	2	0%	Maintained
3104	CMP Coston McIsaac & Partners Bar Harbor, Maine	$46K	+$114	2	0.01%	Increased
3105	FP Financial Perspectives Minneapolis, Minnesota	$43.9K	$0	1	0.02%	Maintained
3106	PS Planned Solutions Folsom, California	$43.1K	+$40.6K	1	0.02%	New
3107	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$42.3K	-$1.82K	1	0.01%	Reduced
3108	WPWM Western Pacific Wealth Management Lake Forest, Illinois	$41K	+$38.5K	1	0.03%	New
3109	RP Raelipskie Partnership Waterloo, Ontario, Canada	$40.5K	$0	2	0.02%	Maintained
3110	MFA McClarren Financial Advisors State College, Pennsylvania	$40K	+$4.11K	1	0.01%	Increased
3111	Liontrust Investment Partners London, United Kingdom	$39.3K	$0	1	0%	Maintained
3112	RBC Roble Belko & Company Sewickley, Pennsylvania	$39K	$0	2	0.01%	Maintained
3113	GJIA Glass Jacobson Investment Advisors Owings Mills, Maryland	$38.9K	$0	1	0.01%	Maintained
3114	PP Pingora Partners Wilson, Wyoming	$37.9K	-$25.3K	2	0.03%	Reduced
3115	IWP IAG Wealth Partners Waukesha, Wisconsin	$36.5K	$0	3	0.01%	Maintained
3116	SC Sawyer & Company Boston, Massachusetts	$36K	$0	1	0.01%	Maintained
3117	MCM MidAtlantic Capital Management Richmond, Virginia	$34.3K	$0	2	0.03%	Maintained
3118	RWM Raffa Wealth Management Washington, District of Columbia	$34.1K	-$240K	4	0.01%	Reduced
3119	PPA Painted Porch Advisors Santa Barbara, California	$33.9K	$0	1	0.02%	Maintained
3120	ZRP Zynergy Retirement Planning Red Bank, New Jersey	$33.3K	$0	1	0.02%	Maintained
3121	BFP Briaud Financial Planning College Station, Texas	$33K	+$2.05K	2	0.02%	Increased
3122	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$30.3K	-$7.07K	1	0.02%	Reduced
3123	NA Nordwand Advisors Radnor, Pennsylvania	$30.3K	$0	1	0.01%	Maintained
3124	RFG REAP Financial Group Austin, Texas	$29.6K	+$18.8K	2	0.01%	Increased
3125	BIM Breakwater Investment Management Seattle, Washington	$29K	-$9.75K	2	0.01%	Reduced