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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
3501	BFP Briaud Financial Planning College Station, Texas	$46K	+$8.66K	2	0.02%	Increased
3502	BMC Bear Mountain Capital Seattle, Washington	$44.7K	-$3.02K	1	0.02%	Reduced
3503	CWP Clark Wealth Partners O'fallon, Illinois	$43.3K	-$703	3	0.03%	Reduced
3504	MAS MPWM Advisory Solutions Alpharetta, Georgia	$43K	-$28K	2	0.03%	Reduced
3505	AIM Access Investment Management Atlanta, Georgia	$41.8K	+$38.9K	2	0.01%	New
3506	OA Operose Advisors Milwaukee, Wisconsin	$41.1K	+$36.8K	2	0.01%	New
3507	FIA FNY Investment Advisers New York	$41K	+$31K	2	0.02%	Increased
3508	RP Raelipskie Partnership Waterloo, Ontario, Canada	$40.3K	-$7.33K	2	0.02%	Reduced
3509	RBC Roble Belko & Company Sewickley, Pennsylvania	$39K	-$2.47K	3	0.01%	Reduced
3510	BFS Bare Financial Services Gap, Pennsylvania	$36.7K	+$32.7K	5	0.01%	New
3511	1L 10Elms LLP Tulsa, Oklahoma	$36.7K	$0	1	0.03%	Maintained
3512	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$36.3K	+$13K	5	0.01%	Increased
3513	RA Rational Advisors Huntington, New York	$36K	+$35.4K	1	0%	New
3514	AIA Aventus Investment Advisors Naples, Florida	$36K	+$32.9K	2	0.03%	New
3515	KG Kilter Group Rhinebeck, New York	$35K	+$32.9K	5	0.02%	New
3516	ACM Anfield Capital Management Irvine, California	$34.8K	+$3.19K	3	0.01%	Increased
3517	BIM Breakwater Investment Management Seattle, Washington	$34.6K	$0	2	0.01%	Maintained
3518	RWM Raffa Wealth Management Washington, District of Columbia	$33.1K	-$7.4K	5	0.01%	Reduced
3519	PS Pinney & Scofield Cambridge, Massachusetts	$32.9K	+$6.53K	1	0.02%	Increased
3520	Livforsakringsbolaget Skandia Stockholm, Sweden	$32.7K	-$197K	1	0%	Reduced
3521	PP PFS Partners Mine Hill, New Jersey	$31.8K	+$17.8K	3	0.02%	Increased
3522	SRCM Signature Resources Capital Management Newport Beach, California	$31.5K	+$18.2K	3	0.02%	Increased
3523	PCFFS Pacific Center for Financial Services San Ramon, California	$31.2K	+$148	2	0.01%	Increased
3524	KSWA Kathleen S. Wright Associates Pittsburgh, Pennsylvania	$30.7K	$0	1	0.01%	Maintained
3525	WCM WealthTrak Capital Management Virginia Beach, Virginia	$30.6K	-$22.6K	5	0.03%	Reduced