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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	RA Rational Advisors Huntington, New York	$31.4K	$0	1	0%	Maintained
3977	AI Atomic Invest New York	$31.3K	+$2.39K	1	0.01%	Increased
3978	EA Evergreen Advisors Chattanooga, Tennessee	$31.3K	+$32.2K	1	0.01%	New
3979	HPWM High Point Wealth Management Chester, New Jersey	$30.9K	+$31.8K	1	0.03%	New
3980	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$30K	+$6.26K	1	0%	Increased
3981	RPA Redwood Park Advisors Redwood City, California	$29.8K	$0	1	0.02%	Maintained
3982	MCA Midwest Capital Advisors Grand Rapids, Michigan	$29.3K	$0	1	0.01%	Maintained
3983	TVWM Tower View Wealth Management Shorewood, Wisconsin	$29.3K	+$29.7K	1	0.02%	New
3984	OCM Osbon Capital Management Boston, Massachusetts	$29.3K	+$18.9K	4	0.02%	Increased
3985	BMC Bear Mountain Capital Seattle, Washington	$29K	-$47.9K	1	0.01%	Reduced
3986	PCTC Perkins Coie Trust Company Seattle, Washington	$28.9K	$0	1	0.01%	Maintained
3987	PS Pinney & Scofield Cambridge, Massachusetts	$28.8K	$0	1	0.02%	Maintained
3988	WFA West Financial Advisors Des Moines, Iowa	$27.4K	$0	1	0%	Maintained
3989	HC Hoese & Co Glencoe, Minnesota	$27.4K	$0	1	0.02%	Maintained
3990	BCM Blume Capital Management Berkeley, California	$26.8K	$0	2	0%	Maintained
3991	CIR Clear Investment Research Alpharetta, Georgia	$26.3K	+$26.9K	2	0.04%	New
3992	GG Gleason Group Prospect, Kentucky	$25.2K	+$199	1	0%	Increased
3993	NWMP Noble Wealth Management PBC Greenwood Village, Colorado	$24.8K	$0	3	0.01%	Maintained
3994	LB Legacy Bridge West Des Moines, Iowa	$23.7K	-$3.52K	1	0.01%	Reduced
3995	PWS Peterson Wealth Services South Ogden, Utah	$23.2K	$0	3	0.01%	Maintained
3996	MWA Merkkuri Wealth Advisors Hicksville, New York	$23.1K	+$23.5K	2	0.02%	New
3997	LWMI Legacy Wealth Management (Idaho) Boise, Idaho	$23.1K	-$15.7K	7	0.01%	Reduced
3998	CAM Clarity Asset Management Ames, Iowa	$22.7K	-$1.59K	1	0.01%	Reduced
3999	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$21.8K	-$1.44K	1	0.01%	Reduced
4000	NWS Nvest Wealth Strategies Powell, Ohio	$21K	-$18.2K	3	0.01%	Reduced