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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	GCL Gouws Capital LLC Charlotte, North Carolina	$209K	+$200K	1	0.13%	New
3177	MSWM Master's Wealth Management Lancaster, Pennsylvania	$209K	+$195K	1	0.11%	New
3178	AI Atom Investors Austin, Texas	$209K	+$227K	1	0.03%	New
3179	Summit Trail Advisors New York	$208K	+$176K	1	0.01%	New
3180	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$208K	-$460K	1	0.04%	Reduced
3181	EWP Elevation Wealth Partners Santa Rosa, California	$208K	-$4.82K	2	0.09%	Reduced
3182	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$207K	$0	1	0.25%	Maintained
3183	SAW Signal Advisors Wealth Detroit, Michigan	$207K	+$193K	1	0.02%	New
3184	PP PrairieView Partners St. Paul, Minnesota	$207K	+$6.34K	1	0.02%	Increased
3185	MWA Motive Wealth Advisors Birmingham, Michigan	$207K	+$198K	1	0.11%	New
3186	OWIM Old West Investment Management Los Angeles, California	$207K	+$198K	1	0.07%	New
3187	PIFP Partners in Financial Planning Salem, Virginia	$207K	+$198K	1	0.04%	New
3188	PFA Plotkin Financial Advisors Chevy Chase, Maryland	$206K	+$192K	1	0.13%	New
3189	DekaBank Deutsche Girozentrale Frankfurt, Germany	$206K	$0	1	0%	Maintained
3190	CWA Consilio Wealth Advisors Bellevue, Washington	$206K	+$197K	1	0.09%	New
3191	OAM Occidental Asset Management Burlingame, California	$205K	+$197K	1	0.03%	New
3192	NCM Noesis Capital Mangement Boca Raton, Florida	$205K	+$196K	1	0.04%	New
3193	PIA Prakash Investment Advisors Andover, Massachusetts	$205K	+$191K	1	0.23%	New
3194	MEAC M.E. Allison & Co San Antonio, Texas	$205K	+$196K	1	0.2%	New
3195	IWP Innova Wealth Partners Newtown, Pennsylvania	$204K	+$196K	1	0.13%	New
3196	TS TradeWell Securities Fort Wayne, Indiana	$204K	+$190K	1	0.11%	New
3197	DWA Dorsey Wright & Associates Pasadena, California	$204K	+$190K	1	0.05%	New
3198	SFS Symphony Financial Services Akron, Ohio	$204K	+$195K	1	0.13%	New
3199	LWM LongView Wealth Management Atlanta, Georgia	$204K	-$30.8K	1	0.06%	Reduced
3200	AFGAS Allegiance Financial Group Advisory Services Vienna, Virginia	$204K	+$190K	1	0.06%	New