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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
3401	SA SRH Advisors Salina, Kansas	$13.2K	$0	1	0%	Maintained
3402	JFG JDM Financial Group Austin, Texas	$13.2K	$0	2	0.01%	Maintained
3403	LAM Lummis Asset Management Fort Worth, Texas	$13.2K	$0	2	0.01%	Maintained
3404	Storebrand Asset Management Lysaker, Norway	$12.8K	$0	1	0%	Maintained
3405	HWM HighMark Wealth Management St. Paul, Minnesota	$12.6K	$0	1	0.01%	Maintained
3406	SGC Slocum, Gordon & Co Newport, Rhode Island	$12.1K	$0	1	0.01%	Maintained
3407	RWS Retirement Wealth Solutions Marshfield, Wisconsin	$11.7K	$0	1	0.01%	Maintained
3408	SRCM Signature Resources Capital Management Newport Beach, California	$11.7K	$0	2	0.01%	Maintained
3409	PP PFS Partners Mine Hill, New Jersey	$11.7K	-$15.5K	1	0.01%	Reduced
3410	PLU Performa Ltd (US) Charleston, South Carolina	$11.6K	+$13.4K	1	0%	New
3411	MWA Moser Wealth Advisors Bellevue, Washington	$11.2K	+$10.8K	3	0.01%	New
3412	KFP Keener Financial Planning Keller, Texas	$11K	$0	2	0.01%	Maintained
3413	HWM Horizons Wealth Management Asheville, North Carolina	$10.7K	$0	1	0.01%	Maintained
3414	IWM Inlight Wealth Management Atlanta, Georgia	$10.7K	+$10.3K	1	0.01%	New
3415	TTIC Tower Trust & Investment Company Davenport, Iowa	$10.2K	+$10.3K	1	0.01%	New
3416	DRP Decker Retirement Planning Levi, Utah	$9.94K	-$6.47K	1	0.01%	Reduced
3417	PWA Principia Wealth Advisory Dallas, Texas	$9.9K	+$2.81K	4	0.01%	Increased
3418	CFS Compass Financial Services West Des Moines, Iowa	$9.63K	$0	1	0.01%	Maintained
3419	AFS Anderson Financial Strategies Dayton, Ohio	$9.56K	+$9.64K	1	0.01%	New
3420	FIA FNY Investment Advisers New York	$9K	-$27.9K	1	0.01%	Reduced
3421	NIM Nexus Investment Management Toronto, Ontario, Canada	$8.38K	+$5.58K	1	0%	New
3422	Optiver Holding Amsterdam, Netherlands	$8.07K	-$1M	1	0%	Reduced
3423	NL NVWM LLC Yardley, Pennsylvania	$7.71K	+$1.72K	3	0%	Increased
3424	NCM Northwest Capital Management Lake Oswego, Oregon	$7.51K	$0	2	0%	Maintained
3425	DCM Davis Capital Management Jacksonville, Florida	$7.48K	+$5.2K	2	0.01%	Increased