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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
3301	FGC Financial Gravity Companies Lakeway, Texas	$27.7K	+$28.9K	1	0.01%	New
3302	BIM Breakwater Investment Management Seattle, Washington	$27.6K	$0	2	0.01%	Maintained
3303	AWM Activest Wealth Management Aventure, Florida	$27.5K	+$1.01K	2	0.01%	Increased
3304	MCM Mainstream Capital Management Los Angeles, California	$25.8K	+$27.4K	2	0.02%	New
3305	DF DecisionPoint Financial Mesa, Arizona	$25.5K	$0	1	0.01%	Maintained
3306	Groupe la Francaise Paris, France	$25.3K	+$81.3K	1	0%	New
3307	PCFFS Pacific Center for Financial Services San Ramon, California	$24.6K	$0	1	0.01%	Maintained
3308	PP PFS Partners Mine Hill, New Jersey	$24.6K	+$3.02K	2	0.01%	Increased
3309	SIM Synergy Investment Management Altamonte Springs, Florida	$24.4K	+$26.5K	3	0.01%	New
3310	KSWA Kathleen S. Wright Associates Pittsburgh, Pennsylvania	$24.3K	$0	1	0.01%	Maintained
3311	APW Atlantic Private Wealth Chapel Hill, North Carolina	$23.1K	$0	1	0.02%	Maintained
3312	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$22.5K	+$25.6K	1	0.01%	New
3313	RWM Ruedi Wealth Management Champaign, Illinois	$22.1K	$0	3	0.01%	Maintained
3314	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$22K	-$1.98K	5	0%	Reduced
3315	FC Family CFO Los Altos, California	$21.5K	+$22.5K	1	0.01%	New
3316	MW Maia Wealth Denver, Colorado	$21.5K	$0	1	0%	Maintained
3317	RF Robbins Farley Bedford, New Hampshire	$21K	$0	1	0.01%	Maintained
3318	CJH Christopher J. Hasenberg Eau Claire, Wisconsin	$20.7K	$0	2	0.01%	Maintained
3319	PS Pinney & Scofield Cambridge, Massachusetts	$20.4K	+$21.3K	1	0.02%	New
3320	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$19.2K	$0	1	0.04%	Maintained
3321	LFA LGT Financial Advisors Dallas, Texas	$19K	$0	1	0.04%	Maintained
3322	Q1WB Quest 10 Wealth Builders Fuquay-Varina, Virginia	$18.9K	+$19.9K	2	0.02%	New
3323	Storebrand Asset Management Lysaker, Norway	$17.9K	$0	1	0%	Maintained
3324	MCA Midwest Capital Advisors Grand Rapids, Michigan	$17.9K	+$20.4K	1	0.01%	New
3325	RPA Redwood Park Advisors Redwood City, California	$17.2K	+$18K	1	0.01%	New