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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
3876	LI Louisbourg Investments Dieppe, New Brunswick, Canada	$122K	$0	1	0.02%	Maintained
3877	OAJ Ogorek Anthony Joseph Williamsville, New York	$122K	$0	3	0.03%	Maintained
3878	MEG Millstone Evans Group Boulder, Colorado	$122K	+$8.16K	3	0.07%	Increased
3879	KB Kimelman & Baird New York	$121K	+$107K	2	0.01%	Increased
3880	PP Paladin Partners Hartland, Wisconsin	$121K	$0	1	0.09%	Maintained
3881	SC Stance Capital Boston, Massachusetts	$120K	+$124K	1	0.06%	New
3882	BGA Battery Global Advisors Boston, Massachusetts	$119K	-$45.9K	2	0.06%	Reduced
3883	WAU Wellington-Altus USA Winnipeg, Manitoba, Manitoba, Canada	$119K	-$301K	1	0.07%	Reduced
3884	WG Wellington Group Indianapolis, Indiana	$117K	-$17.5K	2	0.04%	Reduced
3885	TWM TopTier Wealth Management Muskego, Wisconsin	$116K	+$119K	3	0.07%	New
3886	RG RHL Group Holly, Michigan	$112K	+$9.74K	1	0.1%	Increased
3887	FP Financial Perspectives Minneapolis, Minnesota	$112K	+$27.8K	2	0.03%	Increased
3888	JGCM Joseph Group Capital Management Columbus, Ohio	$109K	+$48.6K	3	0.03%	Increased
3889	GFL Granite FO LLC Bedford, New Hampshire	$106K	$0	1	0.06%	Maintained
3890	PH Pinnacle Holdings Tulsa, Oklahoma	$106K	-$47.9K	1	0.03%	Reduced
3891	WCM Westend Capital Management Sausalito, California	$104K	-$199	2	0.03%	Reduced
3892	VFM Vision Financial Markets Stamford, Connecticut	$103K	$0	2	0.1%	Maintained
3893	AWM Ameliora Wealth Management Zurich, Switzerland	$103K	$0	2	0.03%	Maintained
3894	SFAM Sawyer Falduto Asset Management Elmhurst, Illinois	$103K	$0	2	0.1%	Maintained
3895	MTI Merrithew & Thorsten Inc San Diego, California	$102K	+$12.1K	2	0.1%	Increased
3896	CFG Clayton Financial Group St. Louis, Missouri	$100K	-$7.55K	4	0.05%	Reduced
3897	DWM Dogwood Wealth Management Lenexa, Kansas	$99.8K	+$23.6K	5	0.04%	Increased
3898	WA Walsh & Associates Sarasota, Florida	$98.7K	+$199	2	0.1%	Increased
3899	NWM Nova Wealth Management Bonita Springs, Florida	$97.2K	+$5.06K	3	0.06%	Increased
3900	OA Operose Advisors Milwaukee, Wisconsin	$96.8K	+$42.8K	4	0.02%	Increased