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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	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$95.5K	+$96.8K	1	0%	New
3902	CH CDKV Holdings Denver, Colorado	$94.9K	-$4.58K	3	0.08%	Reduced
3903	IFG Advisory Atlanta, Georgia	$90.9K	-$7.83M	2	0.26%	Reduced
3904	RTL Red Tortoise LLC Atlanta, Georgia	$86.4K	$0	4	0.04%	Maintained
3905	SWA Strategic Wealth Advisors Scottsdale, Arizona	$84K	-$20.1K	2	0.07%	Reduced
3906	KG Kilter Group Rhinebeck, New York	$82.5K	+$29.6K	5	0.04%	Increased
3907	SFG Strive Financial Group Carmel, Indiana	$81K	+$2.98K	3	0.04%	Increased
3908	AAG Accordant Advisory Group Annapolis, Maryland	$79.5K	$0	1	0.05%	Maintained
3909	HAP Harbor Asset Planning Belmont, Massachusetts	$78.8K	$0	3	0.07%	Maintained
3910	VEA Virtus ETF Advisers New York	$77.7K	-$127K	1	0.04%	Reduced
3911	DF DecisionPoint Financial Mesa, Arizona	$76.6K	-$8.15K	4	0.02%	Reduced
3912	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$76.4K	+$27.3K	4	0.01%	Increased
3913	FIA FNY Investment Advisers New York	$76K	-$193K	3	0.03%	Reduced
3914	MPG My Portfolio Guide Seal Beach, California	$74K	+$101K	1	0.04%	New
3915	BFS Bare Financial Services Gap, Pennsylvania	$73.7K	+$12K	7	0.02%	Increased
3916	SR Swiss Re Zurich, Switzerland	$73.3K	$0	1	0.45%	Maintained
3917	BCWM Ball & Co Wealth Management Franklin, Tennessee	$69K	$0	1	0.06%	Maintained
3918	RIAS Rachor Investment Advisory Services Linden, Michigan	$68.9K	-$767	3	0.04%	Reduced
3919	SSG Summit Securities Group New York	$68.3K	-$1.29M	3	0.01%	Reduced
3920	BFS Beacon Financial Strategies Raleigh, North Carolina	$67.5K	$0	1	0.04%	Maintained
3921	MS Monetary Solutions Dayton, Ohio	$67K	-$2.19K	2	0.06%	Reduced
3922	AIM Arcadia Investment Management Kalamazoo, Michigan	$64.2K	$0	3	0.01%	Maintained
3923	SA Seneschal Advisors Tacoma, Washington	$63.8K	$0	2	0.05%	Maintained
3924	SA Strategic Advocates Logan, Utah	$62.9K	-$98.1K	2	0.28%	Reduced
3925	RWM Raffa Wealth Management Washington, District of Columbia	$62.4K	-$4.24K	7	0.01%	Reduced