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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
2251	TI Truehand Inc Strafford, New Hampshire	$55K	$0	1	0.04%	Maintained
2252	AWW Alan W. Weber	$54K	$0	1	0.02%	Maintained
2253	HI Human Investing Lake Oswego, Oregon	$54K	$0	1	0.02%	Maintained
2254	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$54K	-$8.03K	1	0.02%	Reduced
2255	Storebrand Asset Management Lysaker, Norway	$53.8K	-$30.1K	1	0%	Reduced
2256	LF Lee Financial Dallas, Texas	$52K	-$3.23K	3	0.01%	Reduced
2257	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$48K	+$61	1	0.02%	Increased
2258	SWM Selective Wealth Management Forest, Virginia	$48K	-$3.23K	2	0.04%	Reduced
2259	FRA Front Row Advisors Tiburon, California	$47K	+$2.61K	3	0.02%	Increased
2260	PS Planned Solutions Folsom, California	$47K	+$49.6K	2	0.05%	New
2261	FWM Focused Wealth Management Newburgh, New York	$46K	+$609	2	0.01%	Increased
2262	GW&K Investment Management Boston, Massachusetts	$46K	$0	1	0%	Maintained
2263	BAMG Brand Asset Management Group Chesterfield, Missouri	$44K	$0	1	0.03%	Maintained
2264	SL Savior LLC Wellesley Hills, Massachusetts	$44K	$0	3	0.05%	Maintained
2265	RCG Ruggie Capital Group Tavares, Florida	$41K	+$426	1	2.12%	Increased
2266	BC Barnett & Company Chattanooga, Tennessee	$40K	-$14.2K	1	0.03%	Reduced
2267	HFS HBC Financial Services Seattle, Washington	$39K	+$60.3K	1	0.03%	Increased
2268	PW Price Wealth Austin, Texas	$39K	+$12.6K	2	0.01%	Increased
2269	CAM Costello Asset Management Feasterville, Pennsylvania	$37K	$0	1	0.03%	Maintained
2270	JWM Janiczek Wealth Management Denver, Colorado	$37K	+$20.5K	5	0.02%	Increased
2271	CA Centerpoint Advisors Needham, Massachusetts	$35K	$0	1	0.03%	Maintained
2272	OAJ Ogorek Anthony Joseph Williamsville, New York	$34K	-$3.16K	3	0.02%	Reduced
2273	EWA Evolution Wealth Advisors Aventura, Florida	$33K	+$6.25K	3	0.01%	Increased
2274	Edmond de Rothschild Holding Chambesy, Switzerland	$32K	$0	2	0%	Maintained
2275	AIM Arcadia Investment Management Kalamazoo, Michigan	$31K	$0	2	0.01%	Maintained