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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
3851	TIM Thompson Investment Management Madison, Wisconsin	$163K	+$4.54K	3	0.02%	Increased
3852	BAM Byrne Asset Management Kingston, New Jersey	$161K	-$133K	2	0.09%	Reduced
3853	CFM Cornerstone Financial Management Burlington, Massachusetts	$161K	+$12.2K	5	0.15%	Increased
3854	PAMS Pinpoint Asset Management (Singapore) Singapore,	$158K	-$4.81M	1	0.04%	Reduced
3855	MCA McGuire Capital Advisors Bethany, Oklahoma	$155K	+$17.5K	5	0.1%	Increased
3856	VWA Valued Wealth Advisors Holladay, Utah	$154K	+$23.9K	5	0.06%	Increased
3857	IPS Investors Portfolio Services Puyallup, Washington	$153K	-$212K	5	0.14%	Reduced
3858	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$153K	$0	2	0.08%	Maintained
3859	SC Sawyer & Company Boston, Massachusetts	$152K	-$149K	1	0.06%	Reduced
3860	CFS CGC Financial Services Lake Oswego, Oregon	$150K	-$98.9K	2	0.04%	Reduced
3861	IWS Intentional Wealth Strategies Colorado Springs, Colorado	$150K	+$156K	6	0.14%	New
3862	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$149K	-$19.6K	7	0.04%	Reduced
3863	TGY2IT Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida	$146K	+$150K	3	0.06%	New
3864	BCM Boreal Capital Management Miami, Florida	$145K	$0	1	0.12%	Maintained
3865	HIA HFM Investment Advisors Glassboro, New Jersey	$145K	-$3.52K	6	0.06%	Reduced
3866	SGFG Silver Grove Financial Group Orchard Park, New York	$144K	+$146K	2	0.12%	New
3867	WAG Wiser Advisor Group Phoenix, Arizona	$144K	-$619	1	0.17%	Reduced
3868	GFA Godfrey Financial Associates Glenmont, New York	$143K	+$993	5	0.12%	Increased
3869	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$142K	+$50.9K	5	0.03%	Increased
3870	VWM Vermillion Wealth Management Rosemount, Minnesota	$140K	+$34.7K	5	0.06%	Increased
3871	Vaughan Nelson Investment Management Houston, Texas	$135K	-$49.7K	1	0%	Reduced
3872	DWS Dynamic Wealth Strategies Granite Bay, California	$127K	+$1.19K	1	0.07%	Increased
3873	KLWA Kelly Lawrence W & Associates Pasadens, California	$125K	$0	1	0.03%	Maintained
3874	IRAG Investment Research & Advisory Group Atlanta, Georgia	$123K	$0	2	0.04%	Maintained
3875	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$123K	$0	1	0.01%	Maintained