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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
3576	LI Louisbourg Investments Dieppe, New Brunswick, Canada	$106K	$0	1	0.02%	Maintained
3577	BGA Battery Global Advisors Boston, Massachusetts	$106K	$0	2	0.05%	Maintained
3578	IFS Intelligent Financial Strategies Excelsior, Minnesota	$106K	$0	1	0.05%	Maintained
3579	SC Stance Capital Boston, Massachusetts	$103K	+$95.9K	1	0.04%	New
3580	IRAG Investment Research & Advisory Group Atlanta, Georgia	$102K	-$3.47K	2	0.03%	Reduced
3581	MEG Millstone Evans Group Boulder, Colorado	$100K	+$1.56K	4	0.06%	Increased
3582	KB Kimelman & Baird New York	$99.1K	+$70.8K	2	0.01%	Increased
3583	FLFS Family Legacy Financial Solutions Cary, North Carolina	$91.4K	-$178K	1	0.07%	Reduced
3584	SAM Strive Asset Management Dublin, Ohio	$90.8K	+$84.5K	1	0.05%	New
3585	VFM Vision Financial Markets Stamford, Connecticut	$89.6K	+$155	2	0.08%	Increased
3586	CJ Caitlin John Brighton, Michigan	$88.9K	+$74K	5	0.06%	New
3587	NWM Nova Wealth Management Bonita Springs, Florida	$87.6K	-$10.4K	3	0.06%	Reduced
3588	NL NVWM LLC Yardley, Pennsylvania	$85.5K	-$22.8K	3	0.02%	Reduced
3589	AWM Ameliora Wealth Management Zurich, Switzerland	$85.3K	+$72.9K	2	0.03%	New
3590	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$81.7K	+$21.7K	4	0.02%	Increased
3591	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$77.9K	-$1.16K	3	0.05%	Reduced
3592	RTL Red Tortoise LLC Atlanta, Georgia	$76.6K	$0	4	0.03%	Maintained
3593	HHGA Halbert Hargrove Global Advisors Long Beach, California	$75.8K	+$54.5K	5	0%	Increased
3594	MCA Maryland Capital Advisors Chester, Maryland	$75K	$0	2	0.03%	Maintained
3595	FP Financial Perspectives Minneapolis, Minnesota	$74.6K	-$2.83K	2	0.02%	Reduced
3596	CPG Cornerstone Planning Group Fairfield, New Jersey	$74.2K	-$14.3K	5	0.01%	Reduced
3597	Close Asset Management London, United Kingdom	$73K	$0	2	0%	Maintained
3598	HAP Harbor Asset Planning Belmont, Massachusetts	$70.1K	$0	3	0.06%	Maintained
3599	DWM Dogwood Wealth Management Lenexa, Kansas	$66.9K	-$53.1K	5	0.03%	Reduced
3600	LWA Lowe Wealth Advisors Columbia, Maryland	$66.5K	$0	3	0.02%	Maintained