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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
3376	RF Robbins Farley Bedford, New Hampshire	$20.9K	$0	1	0.01%	Maintained
3377	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$20.5K	+$20.9K	1	0%	New
3378	RPA Redwood Park Advisors Redwood City, California	$20.4K	+$634	1	0.02%	Increased
3379	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$20.4K	+$19.5K	4	0%	New
3380	Groupe la Francaise Paris, France	$19.9K	-$63.4K	1	0%	Reduced
3381	WFA West Financial Advisors Des Moines, Iowa	$18.8K	$0	1	0%	Maintained
3382	HC Hoese & Co Glencoe, Minnesota	$18.8K	$0	1	0.02%	Maintained
3383	NI NCP Inc La Quinta, California	$18.4K	$0	1	0.02%	Maintained
3384	NMG New Millennium Group Sandy, Utah	$18.1K	-$29.5K	3	0.01%	Reduced
3385	MCA Midwest Capital Advisors Grand Rapids, Michigan	$17.8K	$0	1	0.01%	Maintained
3386	IA IFS Advisors Overland Park, Kansas	$17.5K	$0	1	0.01%	Maintained
3387	GG Gleason Group Prospect, Kentucky	$17K	+$127	1	0%	Increased
3388	FCG Financial Connections Group Corte Madera, California	$17K	-$2K	1	0.01%	Reduced
3389	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$16.9K	$0	2	0.01%	Maintained
3390	Q1WB Quest 10 Wealth Builders Fuquay-Varina, Virginia	$16.6K	-$4.28K	2	0.02%	Reduced
3391	HHGA Halbert Hargrove Global Advisors Long Beach, California	$16.5K	+$6.34K	3	0%	Increased
3392	SWA SOA Wealth Advisors New York	$16.2K	$0	1	0%	Maintained
3393	BCM Blume Capital Management Berkeley, California	$15.9K	+$1.27K	1	0%	Increased
3394	CIR Clear Investment Research Alpharetta, Georgia	$15.5K	-$2.92K	2	0.02%	Reduced
3395	PS PayPay Securities Tokyo, Japan	$14.8K	+$4.44K	3	0.84%	Increased
3396	DWM Dogwood Wealth Management Lenexa, Kansas	$14.6K	+$9.92K	3	0.01%	Increased
3397	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$14K	+$14K	1	0%	New
3398	CFG CKW Financial Group Honolulu, Hawaii	$14K	-$331K	1	0%	Reduced
3399	NWMP Noble Wealth Management PBC Greenwood Village, Colorado	$13.8K	-$1.9K	2	0.01%	Reduced
3400	LWMI Legacy Wealth Management (Idaho) Boise, Idaho	$13.3K	$0	2	0.01%	Maintained