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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
3901	TPBG Turning Point Benefit Group Frederick, Maryland	$26.1K	-$2.19K	5	0.01%	Reduced
3902	LB Legacy Bridge West Des Moines, Iowa	$26.1K	+$23.4K	2	0.01%	Increased
3903	WFA West Financial Advisors Des Moines, Iowa	$26K	$0	1	0%	Maintained
3904	HC Hoese & Co Glencoe, Minnesota	$26K	$0	1	0.02%	Maintained
3905	Alphadyne Asset Management New York	$25.7K	+$24.3K	1	0%	New
3906	MCA Midwest Capital Advisors Grand Rapids, Michigan	$25K	$0	1	0.01%	Maintained
3907	PWA Principia Wealth Advisory Dallas, Texas	$24.6K	-$22.2K	6	0.02%	Reduced
3908	GG Gleason Group Prospect, Kentucky	$23.9K	$0	1	0%	Maintained
3909	SA SRH Advisors Salina, Kansas	$23.8K	$0	2	0.01%	Maintained
3910	CAM Clarity Asset Management Ames, Iowa	$23K	+$1.56K	1	0.01%	Increased
3911	Q1WB Quest 10 Wealth Builders Fuquay-Varina, Virginia	$23K	+$1.33K	3	0.02%	Increased
3912	NWMP Noble Wealth Management PBC Greenwood Village, Colorado	$22.2K	+$6.53K	3	0.01%	Increased
3913	EFMH E Fund Management (HK) Central, Hong Kong	$21.7K	+$16K	3	0.01%	Increased
3914	SC Swan Capital Pensacola, Florida	$21.3K	+$17.5K	3	0.01%	Increased
3915	UFPG United Financial Planning Group Hauppauge, New York	$21K	+$2.95K	2	0.01%	Increased
3916	PWS Peterson Wealth Services South Ogden, Utah	$20.8K	-$636K	3	0.01%	Reduced
3917	SG Sankala Group Lyons, Colorado	$20.7K	+$16.5K	2	0.02%	New
3918	IW Imprint Wealth Mount Pleasant, South Carolina	$20.5K	-$17.2K	1	0.1%	Reduced
3919	EPG Estate Planners Group Yardley, Pennsylvania	$19.9K	+$18.8K	2	0.01%	New
3920	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$19.7K	$0	2	0.01%	Maintained
3921	CFG CKW Financial Group Honolulu, Hawaii	$19K	+$174	1	0%	Increased
3922	KB Kimelman & Baird New York	$19K	-$76.3K	1	0%	Reduced
3923	AIS Advocate Investing Services Woodbine, Maryland	$18.6K	+$18.6K	2	0.02%	New
3924	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$18.3K	-$29K	1	0%	Reduced
3925	BCM Berbice Capital Management Melville, New York	$18.3K	$0	1	0.01%	Maintained