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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
3701	ACM Accent Capital Management Centerville, Ohio	$5.8K	+$5.19K	1	0%	New
3702	IA IFS Advisors Overland Park, Kansas	$5.35K	$0	1	0%	Maintained
3703	1NWS 1 North Wealth Services Annapolis, Maryland	$5.02K	$0	1	0%	Maintained
3704	GPFA Game Plan Financial Advisors Westlake, Ohio	$4.93K	$0	2	0%	Maintained
3705	FF Friedenthal Financial Marlton, New Jersey	$4.89K	$0	1	0%	Maintained
3706	PCM Perritt Capital Management Chicago, Illinois	$4.52K	$0	1	0%	Maintained
3707	Picton Mahoney Asset Management Toronto, Ontario, Canada	$4K	$0	2	0%	Maintained
3708	SC Swan Capital Pensacola, Florida	$3.02K	-$6.87K	2	0%	Reduced
3709	FG Fairman Group Chesterbrook, Pennsylvania	$2.85K	$0	1	0%	Maintained
3710	EFMH E Fund Management (HK) Central, Hong Kong	$2.73K	+$2.51K	3	0%	New
3711	APM Advanced Portfolio Management New York	$2.51K	+$2.33K	1	0.01%	New
3712	WAM WFA Asset Management Whitefish Bay, Wisconsin	$1.92K	$0	3	0%	Maintained
3713	DWA Delos Wealth Advisors Dallas, Texas	$1.83K	+$1.64K	1	0%	New
3714	PA Pineridge Advisors St. Charles, Missouri	$1.78K	-$567	2	0%	Reduced
3715	NCM Northwest Capital Management Lake Oswego, Oregon	$1.71K	+$1.73K	1	0%	New
3716	NRWA North Ridge Wealth Advisors Beaverton, Oregon	$1.67K	$0	1	0%	Maintained
3717	BSC Brown Shipley & Co London, United Kingdom	$1.62K	-$236K	1	0%	Reduced
3718	QPBE Quintet Private Bank (Europe) Luxembourg	$1.44K	-$10.9K	1	0%	Reduced
3719	SVWA Sarver Vrooman Wealth Advisors Kansas City, Missouri	$1.37K	$0	1	0%	Maintained
3720	LB Legacy Bridge West Des Moines, Iowa	$1.34K	+$1.09K	1	0%	Increased
3721	AWA American Wealth Advisors Johns Creek, Georgia	$1.23K	+$1.25K	1	0%	New
3722	RJA Ross\Johnson & Associates Plymouth, Minnesota	$669	$0	1	0.01%	Maintained
3723	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$502	-$1.16K	1	0%	Reduced
3724	5SA 5th Street Advisors Southport, Connecticut	$0	-$280K	0	–	Closed
3725	AA ABC Arbitrage Paris, France	$0	-$2.19M	0	–	Closed