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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
2401	JWM Janiczek Wealth Management Denver, Colorado	$105K	+$57.7K	5	0.05%	Increased
2402	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$104K	+$98.8K	3	0.11%	New
2403	IA Inspire Advisors Meridian, Idaho	$102K	+$95.8K	4	0.04%	New
2404	Altshuler Shaham Tel Aviv, Israel	$101K	-$86.6M	1	0%	Reduced
2405	TC Trust Company Manhattan, Kansas	$101K	$0	3	0.08%	Maintained
2406	HRC Hoertkorn Richard Charles	$98K	$0	1	0.05%	Maintained
2407	MAM McCarthy Asset Management Redwood Shores, California	$98K	+$96.7K	2	0.08%	New
2408	EI Ellevest Inc New York	$94K	-$76.9K	1	0.01%	Reduced
2409	RG Retirement Group San Diego, California	$94K	-$31.9K	2	0.04%	Reduced
2410	TFA Toth Financial Advisory Leesburg, Virginia	$91K	-$8.78K	2	0.02%	Reduced
2411	VC Vestor Capital Chicago, Illinois	$91K	$0	1	0.01%	Maintained
2412	AWW Alan W. Weber	$90K	$0	1	0.03%	Maintained
2413	Credit Agricole Montrouge Cedex, France	$87K	-$46K	1	0%	Reduced
2414	AL ADE LLC Baltimore, Maryland	$84K	+$80.1K	2	0.07%	New
2415	SIM Sonora Investment Management Tucson, Arizona	$84K	$0	2	0.01%	Maintained
2416	LGWM Litman Gregory Wealth Management Larkspur, California	$83K	$0	1	0.02%	Maintained
2417	FP Fiduciary Planning Englewood, Florida	$82K	+$74.2K	2	0.12%	Increased
2418	OIM Oder Investment Management Woodland Hills, California	$82K	+$73.2K	2	0.08%	New
2419	SFP Sterling Financial Planning Sparta, New Jersey	$81K	+$75.6K	3	0.07%	New
2420	SIAG Safeguard Investment Advisory Group Corona, California	$80K	+$75.8K	3	0.07%	New
2421	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$79.3K	$0	3	0.04%	Maintained
2422	KCM Kathmere Capital Management Wayne, Pennsylvania	$77K	+$2.14K	2	0.02%	Increased
2423	PR Payden & Rygel Los Angeles, California	$74K	-$17.6M	1	0%	Reduced
2424	CWA Clearview Wealth Advisors Salem, Oregon	$73K	+$67.1K	1	0.05%	New
2425	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$73K	+$1.6K	4	0.04%	Increased