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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
3451	GC GFG Capital Miami, Florida	$101K	+$92.9K	4	0.03%	New
3452	HC Hurley Capital New York	$99.8K	+$133	2	0.07%	Increased
3453	Optiver Holding Amsterdam, Netherlands	$99.3K	+$84.5K	2	0%	Increased
3454	VWA VSM Wealth Advisory Hunt Valley, Maryland	$97.9K	+$7.15K	3	0.03%	Increased
3455	VWA Valued Wealth Advisors Holladay, Utah	$96.8K	+$349	3	0.05%	Increased
3456	NL NVWM LLC Yardley, Pennsylvania	$96K	+$80K	4	0.02%	Increased
3457	DWS Dynamic Wealth Strategies Granite Bay, California	$95.1K	$0	1	0.07%	Maintained
3458	Capula Management Grand Cayman, Cayman Islands	$93.4K	-$188K	2	0%	Reduced
3459	PH Pinnacle Holdings Tulsa, Oklahoma	$92.9K	$0	1	0.03%	Maintained
3460	LI Louisbourg Investments Dieppe, New Brunswick, Canada	$92.7K	$0	1	0.02%	Maintained
3461	IFS Intelligent Financial Strategies Excelsior, Minnesota	$92.3K	$0	1	0.05%	Maintained
3462	HIA HFM Investment Advisors Glassboro, New Jersey	$91.6K	+$4.61K	7	0.04%	Increased
3463	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$90K	$0	1	0%	Maintained
3464	HT Headlands Technologies Chicago, Illinois	$88.4K	-$187K	1	0.01%	Reduced
3465	BGA Battery Global Advisors Boston, Massachusetts	$87.4K	$0	2	0.04%	Maintained
3466	IRAG Investment Research & Advisory Group Atlanta, Georgia	$86.5K	+$11.2K	2	0.03%	Increased
3467	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$86.2K	$0	1	0.01%	Maintained
3468	Guinness Asset Management London, United Kingdom	$85.6K	+$86.9K	1	0%	New
3469	MEG Millstone Evans Group Boulder, Colorado	$83.5K	-$4.13K	3	0.06%	Reduced
3470	NWM Nova Wealth Management Bonita Springs, Florida	$82.4K	-$78.1K	3	0.06%	Reduced
3471	AAG Accordant Advisory Group Annapolis, Maryland	$82.1K	$0	1	0.06%	Maintained
3472	WW Winnow Wealth Waco, Texas	$82.1K	-$22.2K	1	0.06%	Reduced
3473	AWM Activest Wealth Management Aventure, Florida	$81.5K	-$4.49K	5	0.02%	Reduced
3474	VFM Vision Financial Markets Stamford, Connecticut	$77.8K	$0	2	0.07%	Maintained
3475	SFI Siemens Fonds Invest Munich, Germany	$77.2K	+$78.4K	1	0%	New