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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
4051	CW Curio Wealth Annapolis, Maryland	$2.64K	+$2.75K	5	0%	New
4052	TIAAOA Teachers Insurance & Annuity Association of America New York	$2.12K	-$7.43K	1	0%	Reduced
4053	NRWA North Ridge Wealth Advisors Beaverton, Oregon	$1.93K	$0	1	0%	Maintained
4054	P Palladiem Bryn Mawr, Pennsylvania	$1.81K	$0	1	0%	Maintained
4055	FG Fairman Group Chesterbrook, Pennsylvania	$1.54K	$0	1	0%	Maintained
4056	NL NorthAvenue LLC Columbus, Ohio	$1.46K	$0	2	0%	Maintained
4057	LHEI Leo H. Evart Inc Redwood City, California	$1.45K	+$1.75K	2	0%	New
4058	3FI 3 Factor Indexing Sacramento, California	$1.4K	+$1.42K	3	0%	New
4059	SVWA Sarver Vrooman Wealth Advisors Kansas City, Missouri	$1.06K	$0	1	0%	Maintained
4060	RJA Ross\Johnson & Associates Plymouth, Minnesota	$772	-$398	1	0.01%	Reduced
4061	RVM Robinson Value Management San Antonio, Texas	$193	-$3.97M	1	0%	Reduced
4062	AGDI Absolute Gestao de Investimentos Sao Paulo, Brazil	$0	-$692K	0	–	Closed
4063	Advent Capital Management New York	$0	-$3.99M	0	–	Closed
4064	AMG Advisors Management Group La Crosse, Wisconsin	$0	-$234K	0	–	Closed
4065	AP Advisors Preferred Rockville, Maryland	$0	-$255K	0	–	Closed
4066	A AlphaQuest New York	$0	-$4.05M	0	–	Closed
4067	AWA American Wealth Advisors Johns Creek, Georgia	$0	-$1.43K	0	–	Closed
4068	AHC Anderson Hoagland & Co St Louis, Missouri	$0	-$296K	0	–	Closed
4069	AM Atwater Malick Lancaster, Pennsylvania	$0	-$208K	0	–	Closed
4070	AWM Austin Wealth Management Austin, Texas	$0	-$220K	0	–	Closed
4071	AustralianSuper Melbourne, Australia	$0	-$13.4M	0	–	Closed
4072	BIMC Benson Investment Management Company Roanoke, Virginia	$0	-$6.36M	0	–	Closed
4073	BMM Berkshire Money Management Dalton, Massachusetts	$0	-$1.18M	0	–	Closed
4074	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$0	-$6.2M	0	–	Closed
4075	BCM Bluefin Capital Management New York	$0	-$293K	0	–	Closed