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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
3976	BIM Breakwater Investment Management Seattle, Washington	$15.4K	-$494	1	0.01%	Reduced
3977	EAM Eukles Asset Management Cincinnati, Ohio	$14.8K	$0	2	0.01%	Maintained
3978	HWM HighMark Wealth Management St. Paul, Minnesota	$14.2K	$0	1	0%	Maintained
3979	NL NVWM LLC Yardley, Pennsylvania	$13.9K	-$35.3K	4	0%	Reduced
3980	MSWA Marshall & Sterling Wealth Advisors Poughkeepsie, New York	$13.8K	$0	1	0.01%	Maintained
3981	CJ Caitlin John Brighton, Michigan	$13.5K	-$3.3K	4	0.01%	Reduced
3982	TM Torren Management San Diego, California	$13.2K	-$2.73K	4	0.01%	Reduced
3983	JFG JDM Financial Group Austin, Texas	$13.1K	$0	1	0%	Maintained
3984	PSFG Park Square Financial Group Roswell, Georgia	$11.8K	-$2.57K	1	0.11%	Reduced
3985	VL Vima LLC Troy, Michigan	$11.4K	+$11K	1	0.01%	New
3986	MAFA MJT & Associates Financial Advisory Monteviceo, Minnesota	$10.9K	-$1.98K	3	0.01%	Reduced
3987	SIM Sims Investment Management Cincinnati, Ohio	$10.2K	+$11.5K	1	0%	New
3988	Vanguard Advisers Inc Malvern, Pennsylvania	$9.91K	+$10.5K	3	0%	New
3989	PS PayPay Securities Tokyo, Japan	$9.71K	-$41K	3	0.24%	Reduced
3990	LAMC Longview Asset Management (California) San Rafael, California	$8.92K	$0	1	0%	Maintained
3991	BFS Burkett Financial Services Rock Hill, South Carolina	$7.32K	$0	1	0%	Maintained
3992	TBFA Three Bearings Fiduciary Advisors Hampton, New Hampshire	$7.28K	$0	2	0.01%	Maintained
3993	ACM Accent Capital Management Centerville, Ohio	$6.97K	-$3.98K	1	0%	Reduced
3994	SG Sankala Group Lyons, Colorado	$6.25K	-$12.3K	2	0%	Reduced
3995	IA IFS Advisors Overland Park, Kansas	$6.07K	$0	1	0%	Maintained
3996	SC Swan Capital Pensacola, Florida	$6K	-$7.3K	3	0%	Reduced
3997	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$5.57K	+$5.65K	3	0%	New
3998	PIS POM Investment Strategies Raleigh, North Carolina	$5.5K	$0	1	0.01%	Maintained
3999	FAI Fiduciary Advisors Inc St. Louis, Missouri	$5.45K	+$5.61K	2	0%	New
4000	GPFA Game Plan Financial Advisors Westlake, Ohio	$5.43K	$0	2	0%	Maintained