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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
3226	PAG Paladin Advisory Group Clive, Iowa	$187K	$0	2	0.15%	Maintained
3227	GWSA Global Wealth Strategies & Associates Denver, Colorado	$187K	+$40.3K	3	0.06%	Increased
3228	OC Oakmont Corp Los Angeles, California	$187K	$0	1	0.04%	Maintained
3229	MIM Marshall Investment Management Littleton, Colorado	$186K	+$8.75K	1	0.12%	Increased
3230	EPW Evergreen Private Wealth Greenwood Village, Colorado	$184K	$0	1	0.09%	Maintained
3231	BC Bayforest Capital London, United Kingdom	$183K	+$11.9K	3	0.08%	Increased
3232	AW Avion Wealth The Woodlands, Texas	$183K	$0	4	0.05%	Maintained
3233	HRC Hoertkorn Richard Charles	$181K	$0	1	0.08%	Maintained
3234	FWM FSA Wealth Management Needham, Massachusetts	$180K	+$6.09K	3	0.08%	Increased
3235	ACM Adalta Capital Management New York	$172K	$0	1	0.09%	Maintained
3236	SWIM Smallwood Wealth Investment Management Red Bank, New Jersey	$171K	+$166K	3	0.11%	New
3237	SIS Strategic Investment Solutions Orland Park, Illinois	$163K	-$3.45K	3	0.05%	Reduced
3238	CAM Creekmur Asset Management Morton, Illinois	$162K	+$491	4	0.03%	Increased
3239	HFS Hughes Financial Services Herndon, Virginia	$161K	+$152K	4	0.03%	New
3240	IWP IAG Wealth Partners Waukesha, Wisconsin	$159K	+$10K	3	0.02%	Increased
3241	Hillsdale Investment Management Toronto, Ontario, Canada	$158K	-$340K	2	0.01%	Reduced
3242	TWD True Wealth Design Akron, Ohio	$157K	+$86.8K	6	0.06%	Increased
3243	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$156K	+$5.79K	2	0.06%	Increased
3244	NWM Nova Wealth Management Bonita Springs, Florida	$154K	+$6.98K	3	0.13%	Increased
3245	GK Graney & King Latham, New York	$153K	+$16.4K	3	0.11%	Increased
3246	Chilton Capital Management Houston, Texas	$148K	-$192K	3	0.01%	Reduced
3247	SSG Summit Securities Group New York	$147K	+$160K	3	0.02%	New
3248	GC Garde Capital Seattle, Washington	$146K	+$5.12K	2	0.01%	Increased
3249	NWM Navigoe Wealth Management Redondo Beach, California	$146K	$0	1	0.13%	Maintained
3250	Vaughan Nelson Investment Management Houston, Texas	$146K	$0	1	0%	Maintained