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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
4026	PWA Portus Wealth Advisors Charlotte, North Carolina	$14.2K	+$14.6K	3	0.01%	New
4027	HHGA Halbert Hargrove Global Advisors Long Beach, California	$14.2K	$0	1	0%	Maintained
4028	RCM Ravenstone Capital Management Toronto,	$14.1K	+$15.8K	2	0.01%	New
4029	BOTPPF Board of the Pension Protection Fund Croydon, United Kingdom	$13.8K	-$50.8K	1	0.01%	Reduced
4030	MWM Magnolia Wealth Management Dothan, Alabama	$13.6K	+$13.8K	1	0.01%	New
4031	JFG JDM Financial Group Austin, Texas	$13.3K	$0	1	0.01%	Maintained
4032	ACM Accent Capital Management Centerville, Ohio	$12.1K	+$7.58K	2	0.01%	Increased
4033	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$12.1K	-$349	1	0%	Reduced
4034	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$9.66K	-$5.11M	1	0%	Reduced
4035	PRAG Portfolio Resources Advisor Group Coral Gables, Florida	$9.64K	+$4.63K	1	0.01%	Increased
4036	LAMC Longview Asset Management (California) San Rafael, California	$9.07K	$0	1	0%	Maintained
4037	BFS Burkett Financial Services Rock Hill, South Carolina	$8.66K	$0	1	0%	Maintained
4038	1NWS 1 North Wealth Services Annapolis, Maryland	$8.47K	-$23.6K	2	0%	Reduced
4039	TBFA Three Bearings Fiduciary Advisors Hampton, New Hampshire	$8K	-$693	2	0.01%	Reduced
4040	IA IFS Advisors Overland Park, Kansas	$6.17K	$0	1	0%	Maintained
4041	GPFA Game Plan Financial Advisors Westlake, Ohio	$5.67K	$0	2	0%	Maintained
4042	PIS POM Investment Strategies Raleigh, North Carolina	$5.59K	-$6.69K	1	0.01%	Reduced
4043	FF Friedenthal Financial Marlton, New Jersey	$5.52K	$0	1	0%	Maintained
4044	BWM Benson Wealth Management Ooltewah, Tn, Tennessee	$5.49K	$0	2	0.01%	Maintained
4045	T Transce3nd Kyle, Texas	$4.83K	-$4.89K	1	0.04%	Reduced
4046	CPL Capital & Planning LLC Jonesboro, Georgia	$4.82K	+$4.97K	1	0%	New
4047	LA LM Advisors San Diego, California	$4.62K	+$195K	2	0.07%	Increased
4048	Capula Management Grand Cayman, Cayman Islands	$3.47K	-$84.2K	1	0%	Reduced
4049	QVR San Francisco, California	$3.47K	-$1.55M	1	0%	Reduced
4050	CW Curio Wealth Annapolis, Maryland	$2.64K	+$2.75K	5	0%	New