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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
2026	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$94K	-$104M	1	0%	Reduced
2027	RWG Regal Wealth Group Seal Beach, California	$94K	+$305	1	0.06%	Increased
2028	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$94K	-$77.5K	2	0.06%	Reduced
2029	VNA Valley National Advisers Bethlehem, Pennsylvania	$91K	-$237K	2	0.03%	Reduced
2030	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$90K	-$166K	2	0.12%	Reduced
2031	BAMG Brand Asset Management Group Chesterfield, Missouri	$88K	+$9.49K	2	0.06%	Increased
2032	Pathstone Family Office Englewood, New Jersey	$87K	-$8.73K	1	0.03%	Reduced
2033	CB CNB Bank Clearfield, Pennsylvania	$82K	-$26.7K	1	0.05%	Reduced
2034	LWA Lenox Wealth Advisors New York	$75K	+$10.7K	2	0.02%	Increased
2035	LFG LifePlan Financial Group Dayton, Ohio	$74K	$0	2	0.04%	Maintained
2036	FBT First Bank & Trust Brookings, South Dakota	$73K	$0	1	0.05%	Maintained
2037	FIA FNY Investment Advisers New York	$73K	+$61.1K	1	0.02%	Increased
2038	FMP Financial Management Professionals Austin, Texas	$72K	$0	1	0.03%	Maintained
2039	PS Portfolio Strategies Monsey, New York	$72K	$0	1	0.04%	Maintained
2040	TCM Tradewinds Capital Management Bellingham, Washington	$72K	+$46.2K	2	0.03%	Increased
2041	Sageworth Trust Lancaster, Pennsylvania	$71K	+$29.2K	2	0.01%	Increased
2042	PSC Prentiss Smith & Co Brattleboro, Vermont	$70K	$0	1	0.04%	Maintained
2043	IDBONY Israel Discount Bank of New York New York	$67K	+$37.6K	2	0.04%	Increased
2044	CHP Cable Hill Partners Portland, Oregon	$66K	-$24.8K	4	0.03%	Reduced
2045	MSA Marino Stram & Associates Braintree, Massachusetts	$66K	$0	3	0.05%	Maintained
2046	PCA Providence Capital Advisors Charlotte, North Carolina	$65K	$0	2	0.04%	Maintained
2047	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$64.2K	$0	2	0.05%	Maintained
2048	AA AlphaMark Advisors Ft. Wright, Kentucky	$60K	+$50.5K	3	0.02%	Increased
2049	EA Elm Advisors Burlingame, California	$58K	+$54.4K	3	0.04%	New
2050	RWM Raffa Wealth Management Washington, District of Columbia	$56.4K	+$840	2	0.02%	Increased