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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	BIM Breakwater Investment Management Seattle, Washington	$18.3K	-$25.8K	3	0.01%	Reduced
3927	NMG New Millennium Group Sandy, Utah	$18K	-$463	2	0.01%	Reduced
3928	HWM HighMark Wealth Management St. Paul, Minnesota	$17.4K	$0	1	0.01%	Maintained
3929	RWS Retirement Wealth Solutions Marshfield, Wisconsin	$17.4K	+$869	2	0.01%	Increased
3930	RWM RMG Wealth Management Platteville, Wisconsin	$17.3K	+$15.3K	1	0%	New
3931	Hillsdale Investment Management Toronto, Ontario, Canada	$17.2K	-$241K	1	0%	Reduced
3932	CJ Caitlin John Brighton, Michigan	$17.2K	-$69.9K	3	0.01%	Reduced
3933	RWA Redmont Wealth Advisors Chicago, Illinois	$16.7K	$0	2	0.03%	Maintained
3934	MAFA MJT & Associates Financial Advisory Monteviceo, Minnesota	$16.6K	-$5.76K	5	0.01%	Reduced
3935	MSWA Marshall & Sterling Wealth Advisors Poughkeepsie, New York	$15.4K	-$12.9K	1	0.01%	Reduced
3936	HWM Horizons Wealth Management Asheville, North Carolina	$14.9K	$0	1	0.01%	Maintained
3937	IWM Inlight Wealth Management Atlanta, Georgia	$14.9K	$0	1	0.01%	Maintained
3938	DCM Davis Capital Management Jacksonville, Florida	$13.9K	$0	3	0.01%	Maintained
3939	DRP Decker Retirement Planning Levi, Utah	$13.8K	$0	1	0.01%	Maintained
3940	PS PayPay Securities Tokyo, Japan	$13.7K	-$5.68K	3	0.4%	Reduced
3941	CFS Compass Financial Services West Des Moines, Iowa	$13.5K	$0	1	0.01%	Maintained
3942	HHGA Halbert Hargrove Global Advisors Long Beach, California	$13.5K	-$64.4K	1	0%	Reduced
3943	BNP Paribas Paris, France	$13.1K	-$11.8K	1	0%	Reduced
3944	EAM Eukles Asset Management Cincinnati, Ohio	$13K	$0	2	0.01%	Maintained
3945	FCG Financial Connections Group Corte Madera, California	$13K	$0	1	0%	Maintained
3946	JFG JDM Financial Group Austin, Texas	$12.7K	-$4.88K	1	0%	Reduced
3947	PIS POM Investment Strategies Raleigh, North Carolina	$12.2K	+$11.9K	2	0.01%	New
3948	FW Fairway Wealth Independence, Ohio	$12K	+$11.5K	2	0%	New
3949	OCM Osbon Capital Management Boston, Massachusetts	$10.8K	+$10.2K	3	0.01%	New
3950	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$10.6K	+$2.02K	1	0%	Increased