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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
3526	W WealthCollab Bellevue, Washington	$30.4K	+$1.86K	1	0.02%	Increased
3527	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$29.4K	+$26.8K	1	0.02%	New
3528	APW Atlantic Private Wealth Chapel Hill, North Carolina	$29.2K	$0	1	0.02%	Maintained
3529	MWM MorganRosel Wealth Management Highlands Ranch, Colorado	$29.2K	$0	1	0.01%	Maintained
3530	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$29.1K	$0	2	0.01%	Maintained
3531	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$28.3K	+$850	7	0%	Increased
3532	RAM Ramirez Asset Management New York	$28.1K	-$18.9K	2	0%	Reduced
3533	FC Family CFO Los Altos, California	$27.2K	$0	1	0.01%	Maintained
3534	FW Fairway Wealth Independence, Ohio	$26.6K	$0	1	0.01%	Maintained
3535	MSWA Marshall & Sterling Wealth Advisors Poughkeepsie, New York	$26.3K	+$1.63K	3	0.02%	Increased
3536	PCTC Perkins Coie Trust Company Seattle, Washington	$25.9K	-$533	2	0%	Reduced
3537	CG Curat Global Springfield, New Hampshire	$24.8K	-$59.3K	1	0.02%	Reduced
3538	FRA Front Row Advisors Tiburon, California	$24.8K	-$238K	1	0.01%	Reduced
3539	IHWM Iron Horse Wealth Management Johston, Iowa	$24K	$0	2	0.01%	Maintained
3540	TFG Team Financial Group Temecula, California	$24K	+$21.9K	1	0.01%	New
3541	BCM Blume Capital Management Berkeley, California	$24K	+$6.02K	2	0%	Increased
3542	CJH Christopher J. Hasenberg Eau Claire, Wisconsin	$23.5K	$0	2	0.01%	Maintained
3543	RPA Redwood Park Advisors Redwood City, California	$22.6K	$0	1	0.02%	Maintained
3544	MCA Midwest Capital Advisors Grand Rapids, Michigan	$21.3K	$0	1	0.01%	Maintained
3545	WFA West Financial Advisors Des Moines, Iowa	$20.7K	$0	1	0%	Maintained
3546	HC Hoese & Co Glencoe, Minnesota	$20.7K	$0	1	0.02%	Maintained
3547	SHM Sagard Holdings Management Toronto, Ontario, Canada	$20.5K	+$20.2K	1	0.06%	New
3548	GG Gleason Group Prospect, Kentucky	$18.9K	$0	1	0%	Maintained
3549	Q1WB Quest 10 Wealth Builders Fuquay-Varina, Virginia	$18.2K	-$835	3	0.02%	Reduced
3550	SWA SOA Wealth Advisors New York	$18K	+$98	2	0%	Increased