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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
3826	DF DecisionPoint Financial Mesa, Arizona	$78.1K	+$67.9K	4	0.02%	Increased
3827	AIM Arcadia Investment Management Kalamazoo, Michigan	$77.9K	-$48.9K	3	0.01%	Reduced
3828	BMC Bear Mountain Capital Seattle, Washington	$77.6K	+$4.09K	2	0.03%	Increased
3829	KFP Kerr Financial Planning Fresno, California	$77.6K	-$498	4	0.1%	Reduced
3830	MTI Merrithew & Thorsten Inc San Diego, California	$76K	+$77.8K	1	0.08%	New
3831	SFG Strive Financial Group Carmel, Indiana	$75.6K	+$72.7K	3	0.04%	New
3832	AAG Accordant Advisory Group Annapolis, Maryland	$75.6K	-$60.8K	1	0.05%	Reduced
3833	Capula Management Grand Cayman, Cayman Islands	$72.4K	-$71.2K	1	0%	Reduced
3834	DWM Dogwood Wealth Management Lenexa, Kansas	$72.1K	+$3.5K	5	0.03%	Increased
3835	HAP Harbor Asset Planning Belmont, Massachusetts	$72K	$0	3	0.06%	Maintained
3836	SR Swiss Re Zurich, Switzerland	$69.7K	+$66K	1	0%	New
3837	RIAS Rachor Investment Advisory Services Linden, Michigan	$66.4K	+$63.6K	3	0.04%	New
3838	MS Monetary Solutions Dayton, Ohio	$65.3K	+$62K	2	0.06%	New
3839	BFS Beacon Financial Strategies Raleigh, North Carolina	$64.2K	+$60.8K	1	0.04%	New
3840	GCS Gordian Capital (Singapore) Singapore	$60.7K	+$65.5K	1	0.08%	New
3841	SA Seneschal Advisors Tacoma, Washington	$60.5K	+$174	2	0.04%	Increased
3842	MI Motiv8 Investments Port St. Lucie, Florida	$60K	+$61.7K	3	0.03%	New
3843	IIM IFC & Insurance Marketing Auburn, California	$59K	+$64.4K	3	0.06%	New
3844	BFS Bare Financial Services Gap, Pennsylvania	$58.9K	-$2.61K	6	0.02%	Reduced
3845	BOTPPF Board of the Pension Protection Fund Croydon, United Kingdom	$58K	+$57.9K	2	0.06%	New
3846	BCWM Ball & Co Wealth Management Franklin, Tennessee	$58K	+$580	1	0.04%	Increased
3847	JGCM Joseph Group Capital Management Columbus, Ohio	$57K	+$54.5K	2	0.02%	New
3848	BC Bayforest Capital London, United Kingdom	$56.6K	-$841K	2	0.04%	Reduced
3849	RWM Raffa Wealth Management Washington, District of Columbia	$56.6K	+$11.7K	5	0.01%	Increased
3850	MA Modus Advisors Excelsior, Minnesota	$55.8K	+$60.2K	1	0.01%	New