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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
3626	CWM Copia Wealth Management Bend, Oregon	$45.2K	+$34K	2	0.03%	Increased
3627	PE Point72 Europe London, United Kingdom	$44.5K	+$41.4K	1	0%	New
3628	CWP Clark Wealth Partners O'fallon, Illinois	$43.3K	-$8.6K	3	0.03%	Reduced
3629	BIM Breakwater Investment Management Seattle, Washington	$42.1K	+$2.04K	3	0.02%	Increased
3630	1L 10Elms LLP Tulsa, Oklahoma	$42K	$0	1	0.04%	Maintained
3631	AIA Aventus Investment Advisors Naples, Florida	$41.7K	$0	2	0.04%	Maintained
3632	PWM Peck Wealth Management White Plains, New York	$41K	+$38K	1	0.04%	New
3633	PP PFS Partners Mine Hill, New Jersey	$39.8K	+$2.95K	3	0.02%	Increased
3634	PS Pinney & Scofield Cambridge, Massachusetts	$37.7K	$0	1	0.02%	Maintained
3635	PCFFS Pacific Center for Financial Services San Ramon, California	$35.8K	$0	2	0.01%	Maintained
3636	CFG Clayton Financial Group St. Louis, Missouri	$35.6K	+$33.1K	1	0.03%	New
3637	IW Imprint Wealth Mount Pleasant, South Carolina	$35.3K	+$32.8K	3	0.11%	New
3638	MAM Marquette Asset Management Minneapolis, Minnesota	$34.3K	+$31.7K	4	0.01%	New
3639	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$34.1K	$0	2	0.01%	Maintained
3640	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$33.6K	$0	1	0.02%	Maintained
3641	T2I Turim 21 Investimentos Rio De Janeiro, Brazil	$33.6K	+$126K	1	0.01%	New
3642	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$33.5K	+$1.81K	7	0%	Increased
3643	APW Atlantic Private Wealth Chapel Hill, North Carolina	$33.5K	$0	1	0.02%	Maintained
3644	VWM Valley Wealth Managers Paramus, New Jersey	$30K	+$27.8K	1	0%	New
3645	MSWA Marshall & Sterling Wealth Advisors Poughkeepsie, New York	$29.3K	-$1.6K	2	0.02%	Reduced
3646	CG Curat Global Springfield, New Hampshire	$28.4K	$0	1	0.03%	Maintained
3647	FRA Front Row Advisors Tiburon, California	$28.4K	$0	1	0.01%	Maintained
3648	TFG Team Financial Group Temecula, California	$27.6K	+$155	1	0.01%	Increased
3649	PSFG Park Square Financial Group Roswell, Georgia	$27.3K	-$212K	1	0.12%	Reduced
3650	TPBG Turning Point Benefit Group Frederick, Maryland	$26.5K	+$25.2K	4	0.02%	New