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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
3801	OAJ Ogorek Anthony Joseph Williamsville, New York	$107K	-$18.6K	3	0.03%	Reduced
3802	FWA Flagship Wealth Advisors Wakefield, Massachusetts	$104K	$0	1	0.03%	Maintained
3803	MEG Millstone Evans Group Boulder, Colorado	$103K	$0	4	0.06%	Maintained
3804	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$103K	$0	1	0%	Maintained
3805	AWM Ameliora Wealth Management Zurich, Switzerland	$103K	+$17.6K	2	0.03%	Increased
3806	CFG Clayton Financial Group St. Louis, Missouri	$100K	+$59.1K	4	0.05%	Increased
3807	VWM Vermillion Wealth Management Rosemount, Minnesota	$99.7K	+$34.7K	2	0.04%	Increased
3808	CA Cresta Advisors Laredo, Texas	$99.4K	+$94.2K	1	0.04%	New
3809	WCM Westend Capital Management Sausalito, California	$99.3K	+$84.1K	2	0.03%	Increased
3810	RG RHL Group Holly, Michigan	$97.9K	+$92.8K	1	0.08%	New
3811	VFM Vision Financial Markets Stamford, Connecticut	$97.3K	$0	2	0.1%	Maintained
3812	RIP RAM Investment Partners Bellevue, Washington	$94.1K	+$89.1K	1	0.02%	New
3813	WA Walsh & Associates Sarasota, Florida	$93.4K	+$88.6K	2	0.09%	New
3814	SFAM Sawyer Falduto Asset Management Elmhurst, Illinois	$90.6K	+$88K	2	0.08%	New
3815	HC Hurley Capital New York	$90.5K	-$41.9K	4	0.05%	Reduced
3816	QA Quattro Advisors Pittsburgh, Pennsylvania	$90.4K	+$90.9K	4	0.07%	New
3817	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$87.4K	-$1.65K	4	0.02%	Reduced
3818	SWA Strategic Wealth Advisors Scottsdale, Arizona	$85K	+$88K	2	0.07%	New
3819	CH CDKV Holdings Denver, Colorado	$84.8K	+$84.9K	4	0.07%	New
3820	MCA Maryland Capital Advisors Chester, Maryland	$84.2K	+$13K	3	0.03%	Increased
3821	Close Asset Management London, United Kingdom	$83K	+$13.3K	2	0%	Increased
3822	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$81.1K	+$174	3	0.05%	Increased
3823	NWM Nova Wealth Management Bonita Springs, Florida	$80.8K	-$5.78K	3	0.06%	Reduced
3824	FP Financial Perspectives Minneapolis, Minnesota	$79.5K	$0	2	0.02%	Maintained
3825	RTL Red Tortoise LLC Atlanta, Georgia	$79.5K	$0	4	0.03%	Maintained