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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
3176	HWM HighMark Wealth Management St. Paul, Minnesota	$11.5K	$0	1	0.01%	Maintained
3177	SRCM Signature Resources Capital Management Newport Beach, California	$11.4K	$0	2	0.01%	Maintained
3178	SWA SOA Wealth Advisors New York	$10.7K	$0	1	0%	Maintained
3179	HWM Horizons Wealth Management Asheville, North Carolina	$9.81K	$0	1	0.01%	Maintained
3180	NBT Northwest Bank & Trust Davenport, Iowa	$9.81K	$0	1	0.01%	Maintained
3181	4FG 4Thought Financial Group Syosset, New York	$9.69K	$0	1	0.01%	Maintained
3182	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$9.33K	+$114	1	0.01%	Increased
3183	TPW Talon Private Wealth The Villages, Florida	$9.31K	+$8.98K	2	0%	New
3184	PFG Peterson Financial Group Des Moines, Iowa	$8.6K	+$8.1K	1	0.03%	New
3185	HF Halpern Financial Ashburn, Virginia	$8.56K	$0	1	0%	Maintained
3186	ETS ESL Trust Services Rochester, New York	$8.51K	$0	2	0%	Maintained
3187	IRAG Investment Research & Advisory Group Atlanta, Georgia	$8.23K	$0	1	0%	Maintained
3188	CPA Clear Point Advisors Melville, New York	$7.98K	$0	3	0.01%	Maintained
3189	NCM Northwest Capital Management Lake Oswego, Oregon	$7.57K	$0	2	0%	Maintained
3190	PS PayPay Securities Tokyo, Japan	$7.13K	-$6.87K	3	0.63%	Reduced
3191	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$6.6K	$0	2	0%	Maintained
3192	NL NVWM LLC Yardley, Pennsylvania	$6.41K	-$5.44K	3	0%	Reduced
3193	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$6.18K	+$5.82K	1	0%	New
3194	SWC Spectrum Wealth Counsel Indianapolis, Indiana	$5.81K	-$112K	1	0%	Reduced
3195	EAM Eukles Asset Management Cincinnati, Ohio	$5.28K	$0	1	0%	Maintained
3196	SWM Sanctuary Wealth Management Pocatello, Idaho	$4.85K	$0	1	0%	Maintained
3197	PCTC Perkins Coie Trust Company Seattle, Washington	$4.22K	$0	1	0%	Maintained
3198	DWM Dogwood Wealth Management Lenexa, Kansas	$4.01K	$0	1	0%	Maintained
3199	IA IFS Advisors Overland Park, Kansas	$3.88K	$0	1	0%	Maintained
3200	WCM Westend Capital Management Sausalito, California	$3.88K	$0	1	0%	Maintained