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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
3151	WFA West Financial Advisors Des Moines, Iowa	$17.2K	+$16.2K	1	0%	New
3152	HC Hoese & Co Glencoe, Minnesota	$17.2K	$0	1	0.01%	Maintained
3153	FCG Financial Connections Group Corte Madera, California	$17K	-$7.34K	1	0.01%	Reduced
3154	W WealthCollab Bellevue, Washington	$16.6K	-$548	1	0.01%	Reduced
3155	JFG JDM Financial Group Austin, Texas	$16.5K	-$1.17K	3	0.01%	Reduced
3156	ACM Anfield Capital Management Irvine, California	$16.4K	+$959	2	0.01%	Increased
3157	FIA FNY Investment Advisers New York	$16K	+$15.4K	1	0.01%	Increased
3158	CIR Clear Investment Research Alpharetta, Georgia	$16K	$0	2	0.02%	Maintained
3159	GPFA Game Plan Financial Advisors Westlake, Ohio	$15.7K	$0	2	0.01%	Maintained
3160	PPWM PFG Private Wealth Management Lutz, Florida	$15.7K	$0	2	0.01%	Maintained
3161	GG Gleason Group Prospect, Kentucky	$15.4K	$0	1	0%	Maintained
3162	FGA Fortis Group Advisors Westwood, New Jersey	$14.8K	$0	1	0%	Maintained
3163	RS Rakuten Securities Tokyo, Japan	$14K	-$15.7K	3	0.01%	Reduced
3164	CAM Clarity Asset Management Ames, Iowa	$13.9K	+$13.1K	1	0.01%	New
3165	VAMG Voisard Asset Management Group Grand Rapids, Michigan	$13.8K	-$170K	4	0.01%	Reduced
3166	BCM Blume Capital Management Berkeley, California	$13.3K	$0	1	0%	Maintained
3167	NMG New Millennium Group Sandy, Utah	$13.1K	$0	2	0.01%	Maintained
3168	RWA Redmont Wealth Advisors Chicago, Illinois	$12.9K	$0	2	0.02%	Maintained
3169	Aviso Financial Toronto, Ontario, Canada	$12.5K	$0	1	0%	Maintained
3170	IHWM Iron Horse Wealth Management Johston, Iowa	$12.4K	+$2.28K	2	0%	Increased
3171	RAM Ramirez Asset Management New York	$12.4K	$0	1	0%	Maintained
3172	LAM Lummis Asset Management Fort Worth, Texas	$12.2K	$0	2	0.01%	Maintained
3173	NPP New Potomac Partners Bethesda, Maryland	$12.1K	+$11.4K	1	0.01%	New
3174	SA SRH Advisors Salina, Kansas	$12.1K	$0	1	0%	Maintained
3175	KFP Keener Financial Planning Keller, Texas	$12K	-$11.4K	2	0.01%	Reduced