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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
3951	T Transce3nd Kyle, Texas	$10.1K	-$3.56K	1	0.08%	Reduced
3952	HFS Horizon Financial Services Winston Salem, North Carolina	$9.27K	$0	2	0%	Maintained
3953	TIAAOA Teachers Insurance & Annuity Association of America New York	$8.99K	$0	2	0.01%	Maintained
3954	TBFA Three Bearings Fiduciary Advisors Hampton, New Hampshire	$8.83K	+$7.52K	3	0.01%	New
3955	LAMC Longview Asset Management (California) San Rafael, California	$8.62K	+$8.16K	1	0%	New
3956	LMR Partners London, United Kingdom	$8.44K	-$932K	1	0%	Reduced
3957	GCM Gunpowder Capital Management Towson, Maryland	$8.43K	+$8.39K	2	0.01%	New
3958	BFS Burkett Financial Services Rock Hill, South Carolina	$7.34K	+$7.23K	1	0%	New
3959	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$7.34K	-$50K	1	0%	Reduced
3960	PLU Performa Ltd (US) Charleston, South Carolina	$6.85K	-$11.9K	1	0%	Reduced
3961	ECM EMC Capital Management Houston, Texas	$6K	-$1.53K	1	0%	Reduced
3962	IA IFS Advisors Overland Park, Kansas	$5.87K	$0	1	0%	Maintained
3963	ACM Accent Capital Management Centerville, Ohio	$5.58K	$0	1	0%	Maintained
3964	GPFA Game Plan Financial Advisors Westlake, Ohio	$5.28K	$0	2	0%	Maintained
3965	PRAG Portfolio Resources Advisor Group Coral Gables, Florida	$4.99K	+$4.81K	2	0%	New
3966	BWM Benson Wealth Management Ooltewah, Tn, Tennessee	$4.81K	+$4.68K	2	0.01%	New
3967	FF Friedenthal Financial Marlton, New Jersey	$4.7K	$0	1	0%	Maintained
3968	BFG Brandywine Financial Group Thompsons Station, Tennessee	$3.8K	+$4.09K	1	0.01%	New
3969	LA LM Advisors San Diego, California	$3.71K	-$513K	1	0.07%	Reduced
3970	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$2.75K	+$2.61K	1	0%	New
3971	KCM Key Capital Management Hendersonville, Tn 37075, Tennessee	$2.04K	+$1.97K	2	0%	New
3972	BSC Brown Shipley & Co London, United Kingdom	$1.88K	$0	1	0%	Maintained
3973	NRWA North Ridge Wealth Advisors Beaverton, Oregon	$1.83K	$0	1	0%	Maintained
3974	LC Luminist Capital Grand Rapids, Michigan	$1.65K	+$1.56K	1	0%	New
3975	P Palladiem Bryn Mawr, Pennsylvania	$1.65K	+$1.56K	1	0%	New