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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
3651	MCA Midwest Capital Advisors Grand Rapids, Michigan	$26K	$0	1	0.01%	Maintained
3652	SRCM Signature Resources Capital Management Newport Beach, California	$26K	-$9.79K	2	0.01%	Reduced
3653	RPA Redwood Park Advisors Redwood City, California	$25.9K	+$155	1	0.02%	Increased
3654	FGAM Financial Gravity Asset Management Lakeway, Texas	$25.7K	+$23.2K	2	0.01%	New
3655	BNP Paribas Paris, France	$25.1K	+$23.3K	1	0%	New
3656	PCTC Perkins Coie Trust Company Seattle, Washington	$25.1K	-$4K	1	0%	Reduced
3657	RA Rational Advisors Huntington, New York	$25K	-$17.6K	1	0%	Reduced
3658	SHM Sagard Holdings Management Toronto, Ontario, Canada	$25K	$0	1	0.13%	Maintained
3659	BCM Blume Capital Management Berkeley, California	$24.2K	-$931	2	0%	Reduced
3660	MAFA MJT & Associates Financial Advisory Monteviceo, Minnesota	$23.9K	+$14.1K	5	0.02%	Increased
3661	WFA West Financial Advisors Des Moines, Iowa	$23.8K	$0	1	0%	Maintained
3662	HC Hoese & Co Glencoe, Minnesota	$23.8K	$0	1	0.02%	Maintained
3663	SA SRH Advisors Salina, Kansas	$23.4K	+$6.16K	2	0.01%	Increased
3664	PLU Performa Ltd (US) Charleston, South Carolina	$22K	+$555	1	0.01%	Increased
3665	GG Gleason Group Prospect, Kentucky	$21.7K	+$155	1	0%	Increased
3666	NIG NFJ Investment Group Dallas, Texas	$21.7K	-$28M	1	0%	Reduced
3667	Q1WB Quest 10 Wealth Builders Fuquay-Varina, Virginia	$21.4K	-$229	3	0.02%	Reduced
3668	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$21.2K	$0	2	0.01%	Maintained
3669	PWS Peterson Wealth Services South Ogden, Utah	$20.3K	+$549K	3	0.01%	Increased
3670	CIR Clear Investment Research Alpharetta, Georgia	$19.9K	$0	2	0.03%	Maintained
3671	CAM Clarity Asset Management Ames, Iowa	$19.6K	$0	1	0.01%	Maintained
3672	UFPG United Financial Planning Group Hauppauge, New York	$19.1K	+$17.6K	1	0.01%	New
3673	PS PayPay Securities Tokyo, Japan	$18.5K	+$8.97K	3	0.67%	Increased
3674	LWMI Legacy Wealth Management (Idaho) Boise, Idaho	$18.5K	-$532	4	0.01%	Reduced
3675	NMG New Millennium Group Sandy, Utah	$17.6K	$0	2	0.01%	Maintained