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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
3601	WAM WFA Asset Management Whitefish Bay, Wisconsin	$1.61K	$0	3	0%	Maintained
3602	NRWA North Ridge Wealth Advisors Beaverton, Oregon	$1.46K	$0	1	0%	Maintained
3603	WCM Westend Capital Management Sausalito, California	$1K	-$6.13M	1	0%	Reduced
3604	SVWA Sarver Vrooman Wealth Advisors Kansas City, Missouri	$696	$0	1	0%	Maintained
3605	RJA Ross\Johnson & Associates Plymouth, Minnesota	$584	-$3.58K	1	0.01%	Reduced
3606	LB Legacy Bridge West Des Moines, Iowa	$147	+$133	1	0%	New
3607	AHL Abel Hall LLC Baton Rouge, Louisiana	$0	-$278K	0	–	Closed
3608	ABN AMRO Bank Amsterdam, Netherlands	$0	-$1.5M	0	–	Closed
3609	AF Abound Financial Granite Bay, California	$0	-$99.7K	0	–	Closed
3610	ATI Act Two Investors Santa Cruz, California	$0	-$269K	0	–	Closed
3611	Advent Capital Management New York	$0	-$3.58M	0	–	Closed
3612	ARC Advisor Resource Council Dallas, Texas	$0	-$1.3M	0	–	Closed
3613	APF Alaska Permanent Fund Juneau, Alaska	$0	-$13.8M	0	–	Closed
3614	AFGAS Allegiance Financial Group Advisory Services Vienna, Virginia	$0	-$204K	0	–	Closed
3615	AWA Alta Wealth Advisors Woburn, Massachusetts	$0	-$237K	0	–	Closed
3616	AFS Anderson Financial Strategies Dayton, Ohio	$0	-$9.56K	0	–	Closed
3617	ACM Archon Capital Management Seattle, Washington	$0	-$1.98M	0	–	Closed
3618	A Argentarii Cincinnati, Ohio	$0	-$210K	0	–	Closed
3619	AFA Arlington Financial Advisors Santa Barbara, California	$0	-$267K	0	–	Closed
3620	AIP Arrowpoint Investment Partners Singapore	$0	-$318K	0	–	Closed
3621	BWP Baldwin Wealth Partners Marion, Massachusetts	$0	-$222K	0	–	Closed
3622	BC Bayforest Capital London, United Kingdom	$0	-$183K	0	–	Closed
3623	BCM Beaumont Capital Management Boston, Massachusetts	$0	-$626K	0	–	Closed
3624	BWM Bernard Wealth Management Royal Oak, Michigan	$0	-$6.79K	0	–	Closed
3625	BWG Beta Wealth Group San Diego, California	$0	-$531K	0	–	Closed