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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	Gradient Investments Arden Hills, Minnesota	$266K	-$8.26M	4	0.01%	Reduced
2027	SIM Sonora Investment Management Tucson, Arizona	$265K	+$19.1K	2	0.03%	Increased
2028	BW Bison Wealth Atlanta, Georgia	$262K	-$482K	1	0.15%	Reduced
2029	DA DSC Advisors Chicago, Illinois	$262K	+$28.9K	1	0.05%	Increased
2030	HC Hamilton Capital Columbus, Ohio	$262K	+$59.8K	1	0.09%	Increased
2031	AIM Aspen Investment Management Grand Rapids, Michigan	$260K	$0	1	0.17%	Maintained
2032	ICA Infrastructure Capital Advisors New York	$260K	+$266K	1	0.03%	New
2033	JF JSF Financial Los Angeles, California	$259K	+$264K	1	0.28%	New
2034	JCM Jag Capital Management St Louis, Missouri	$258K	$0	1	0.03%	Maintained
2035	GEA Glen Eagle Advisors Kingston, New Jersey	$257K	$0	3	0.18%	Maintained
2036	BMA Brooks Moore & Associates Chattanooga, Tennessee	$256K	$0	1	0.22%	Maintained
2037	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$254K	$0	1	0.03%	Maintained
2038	GAG GM Advisory Group Melville, New York	$253K	$0	1	0.08%	Maintained
2039	Wolverine Asset Management Chicago, Illinois	$251K	+$208K	1	0%	New
2040	SSA South Street Advisors New York	$250K	$0	1	0.07%	Maintained
2041	CPP Crow Point Partners Boston, Massachusetts	$249K	+$207K	1	0.04%	New
2042	HHGA Halbert Hargrove Global Advisors Long Beach, California	$246K	+$251K	1	0.07%	New
2043	MA MONECO Advisors Fairfield, Connecticut	$246K	+$34K	1	0.2%	Increased
2044	SIM SSI Investment Management Los Angeles, California	$246K	-$1.34K	1	0.02%	Reduced
2045	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$245K	-$165K	1	0.17%	Reduced
2046	BWCS Beirne Wealth Consulting Services Shelton, Connecticut	$243K	-$110K	1	0.22%	Reduced
2047	BCWM Blue Chip Wealth Management Miami Beach, Florida	$243K	+$10.5K	1	0.26%	Increased
2048	Wedge Capital Management Charlotte, North Carolina	$243K	+$248K	1	0%	New
2049	SFA Semmax Financial Advisors Winston Salem, North Carolina	$242K	+$110K	1	0.16%	Increased
2050	WCWM Wooster Corthell Wealth Management Glastonbury, Connecticut	$242K	$0	1	0.11%	Maintained