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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
2301	GG Gleason Group Prospect, Kentucky	$7K	-$3.9K	1	0%	Reduced
2302	HWM HighMark Wealth Management St. Paul, Minnesota	$7K	$0	2	0.01%	Maintained
2303	PFA Professional Financial Advisors North Platte, Nebraska	$7K	+$8.1K	1	0.01%	New
2304	RA Rational Advisors Huntington, New York	$7K	-$87.1K	3	0%	Reduced
2305	SMG Spectrum Management Group Indianapolis, Indiana	$7K	+$326	1	0%	Increased
2306	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$6.83K	-$26.6K	2	0%	Reduced
2307	CP Corbenic Partners Bethlehem, Pennsylvania	$6K	$0	1	0%	Maintained
2308	Hillsdale Investment Management Toronto, Ontario, Canada	$6K	-$737K	1	0%	Reduced
2309	Kayne Anderson Rudnick Investment Management Los Angeles, California	$4K	-$31K	1	0%	Reduced
2310	MIM Macroview Investment Management Bethesda, Maryland	$3K	+$61	1	0.01%	Increased
2311	PFG Pacific Financial Group Bellevue, Washington	$3K	+$3.59K	1	0%	New
2312	F F3Logic Burnsville, Minnesota	$2.91K	+$340K	2	0.07%	Increased
2313	APC Aspire Private Capital Cornelius, North Carolina	$2K	-$6.53K	1	0%	Reduced
2314	MWC MBM Wealth Consultants Chesterfield, Missouri	$2K	+$1.85K	2	0%	New
2315	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$1K	$0	1	0%	Maintained
2316	FP Fiduciary Planning Englewood, Florida	$1K	+$1.1K	1	0%	New
2317	LAS Lloyd Advisory Services Suwanee, Georgia	$1K	$0	1	0%	Maintained
2318	SA SRH Advisors Salina, Kansas	$1K	+$974	1	0%	New
2319	TWP TFO Wealth Partners Maumee, Ohio	$1K	+$1.52K	1	0%	New
2320	UFF USA Financial Formulas Ada, Michigan	$1K	$0	1	0%	Maintained
2321	11A 10-15 Associates Goshen, New York	$0	-$1.27M	0	–	Closed
2322	1W 1776 Wealth Atlanta, Georgia	$0	-$341K	0	–	Closed
2323	2L 22NW LP Seattle, Washington	$0	-$2.06M	0	–	Closed
2324	AWM Aberdeen Wealth Management Lake Bluff, Illinois	$0	-$528K	0	–	Closed
2325	Accredited Investors Edina, Minnesota	$0	-$218K	0	–	Closed