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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
3551	CIR Clear Investment Research Alpharetta, Georgia	$17.2K	$0	2	0.02%	Maintained
3552	PLU Performa Ltd (US) Charleston, South Carolina	$17.2K	+$7.87K	1	0.01%	Increased
3553	CAM Clarity Asset Management Ames, Iowa	$17K	+$15.6K	1	0.01%	New
3554	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$16.9K	$0	2	0.01%	Maintained
3555	LIS Legacy Investment Solutions Meridian, Idaho	$16.3K	+$14.8K	3	0.01%	New
3556	LWMI Legacy Wealth Management (Idaho) Boise, Idaho	$16.3K	+$1.43K	3	0.01%	Increased
3557	NMG New Millennium Group Sandy, Utah	$15.1K	-$5.01K	2	0.01%	Reduced
3558	CFG CKW Financial Group Honolulu, Hawaii	$15K	$0	1	0%	Maintained
3559	BCM Berbice Capital Management Melville, New York	$14.6K	+$13.3K	1	0.01%	New
3560	SA SRH Advisors Salina, Kansas	$14.6K	$0	1	0%	Maintained
3561	JFG JDM Financial Group Austin, Texas	$14.1K	$0	2	0.01%	Maintained
3562	RWS Retirement Wealth Solutions Marshfield, Wisconsin	$14K	$0	1	0.01%	Maintained
3563	FCG Financial Connections Group Corte Madera, California	$14K	-$1.97K	1	0.01%	Reduced
3564	RWA Redmont Wealth Advisors Chicago, Illinois	$13.9K	+$5.9K	2	0.02%	Increased
3565	HWM HighMark Wealth Management St. Paul, Minnesota	$13.9K	$0	1	0.01%	Maintained
3566	Chilton Capital Management Houston, Texas	$13.7K	-$135K	3	0%	Reduced
3567	QPBE Quintet Private Bank (Europe) Luxembourg	$13.5K	+$13.7K	1	0%	New
3568	KFP Keener Financial Planning Keller, Texas	$13K	$0	2	0.01%	Maintained
3569	CAWM Capital A Wealth Management New Castle, Pennsylvania	$13K	-$32.4K	1	0.14%	Reduced
3570	HHGA Halbert Hargrove Global Advisors Long Beach, California	$12.2K	-$4.98K	2	0%	Reduced
3571	HWM Horizons Wealth Management Asheville, North Carolina	$11.8K	$0	1	0.01%	Maintained
3572	IWM Inlight Wealth Management Atlanta, Georgia	$11.8K	$0	1	0.01%	Maintained
3573	MWA Moser Wealth Advisors Bellevue, Washington	$11.6K	-$533	3	0.01%	Reduced
3574	KB Kimelman & Baird New York	$11.6K	-$60.4K	1	0%	Reduced
3575	CFS Compass Financial Services West Des Moines, Iowa	$11.5K	$0	1	0.01%	Maintained