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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
3926	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$34.4K	-$278	6	0%	Reduced
3927	MAM Marquette Asset Management Minneapolis, Minnesota	$34.4K	-$10.4K	3	0%	Reduced
3928	VWM Valley Wealth Managers Paramus, New Jersey	$34K	$0	1	0%	Maintained
3929	SRCM Signature Resources Capital Management Newport Beach, California	$33.1K	-$19.6K	3	0.01%	Reduced
3930	PIP Philadelphia Investment Partners Voorhees, New Jersey	$32.6K	$0	1	0.02%	Maintained
3931	UFPG United Financial Planning Group Hauppauge, New York	$32.4K	+$577	3	0.02%	Increased
3932	CG Curat Global Springfield, New Hampshire	$32.3K	$0	1	0.03%	Maintained
3933	WA Whipplewood Advisors Littleton, Colorado	$32.1K	-$238K	3	0.02%	Reduced
3934	SFS Sunrise Financial Services Burien, Washington	$31.9K	-$17.4K	3	0.02%	Reduced
3935	BH Burk Holdings Tulsa, Oklahoma	$31.7K	-$1.73K	4	0.01%	Reduced
3936	VERPA Virginia Estate & Retirement Planning Advisors Glen Allen, Virginia	$30.8K	$0	1	0.04%	Maintained
3937	BCM Blume Capital Management Berkeley, California	$30.7K	$0	2	0%	Maintained
3938	HPWM High Point Wealth Management Chester, New Jersey	$30.4K	$0	1	0.02%	Maintained
3939	FIA FNY Investment Advisers New York	$30K	-$67.5K	4	0.01%	Reduced
3940	RPA Redwood Park Advisors Redwood City, California	$29.4K	$0	1	0.02%	Maintained
3941	UFF USA Financial Formulas Ada, Michigan	$28.9K	-$1.73M	2	0.01%	Reduced
3942	BMC Bear Mountain Capital Seattle, Washington	$28.6K	$0	1	0.01%	Maintained
3943	PS Pinney & Scofield Cambridge, Massachusetts	$28.3K	$0	1	0.01%	Maintained
3944	WFA West Financial Advisors Des Moines, Iowa	$26.9K	$0	1	0%	Maintained
3945	NA Networth Advisors Canonsburg, Pennsylvania	$26.6K	-$12.5K	1	0.02%	Reduced
3946	DRP Decker Retirement Planning Levi, Utah	$26K	+$12.5K	3	0.01%	Increased
3947	Parallax Volatility Advisers San Francisco, California	$26K	-$7.75M	1	0%	Reduced
3948	RA Rational Advisors Huntington, New York	$26K	+$2.88K	1	0%	Increased
3949	BF Brooklyn FI New York	$25.7K	+$24.2K	1	0%	New
3950	AWM Activest Wealth Management Aventure, Florida	$25.4K	-$24.3K	6	0%	Reduced