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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
2476	VEA Virtus ETF Advisers New York	$25K	-$49.5K	1	0%	Reduced
2477	SL Salomon & Ludwin Richmond, Virginia	$24K	+$4.41K	2	0%	Increased
2478	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$23K	+$2.18K	2	0.01%	Increased
2479	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$22K	+$21.6K	1	0.03%	New
2480	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$22K	-$5.36K	1	0.01%	Reduced
2481	Rothschild & Co Wealth Management (UK) London, United Kingdom	$22K	$0	1	0%	Maintained
2482	HFS HBC Financial Services Seattle, Washington	$21K	+$19.6K	1	0.02%	New
2483	ACM Anfield Capital Management Irvine, California	$18K	+$16.7K	2	0.01%	New
2484	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$17K	+$16.7K	2	0.02%	New
2485	Credit Agricole Montrouge Cedex, France	$17K	$0	2	0%	Maintained
2486	MWA Moser Wealth Advisors Bellevue, Washington	$16K	+$16.2K	1	0.02%	New
2487	SSWG Seven Springs Wealth Group Brentwood, Tennessee	$16K	+$15.4K	1	0.01%	New
2488	TWP TFO Wealth Partners Maumee, Ohio	$14K	+$14.4K	1	0.01%	New
2489	SWM Selective Wealth Management Forest, Virginia	$10K	$0	1	0.01%	Maintained
2490	ICM III Capital Management Boca Raton, Florida	$9K	$0	1	0%	Maintained
2491	NCM New Capital Management Houston, Texas	$9K	$0	1	0.01%	Maintained
2492	FEG Financial Enhancement Group Anderson, Indiana	$7K	-$272	1	0%	Reduced
2493	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$7K	+$1.02K	2	0.01%	Increased
2494	PCFFS Pacific Center for Financial Services San Ramon, California	$7K	$0	1	0%	Maintained
2495	CA CXI Advisors Auburn, Indiana	$6K	+$5.63K	1	0.01%	New
2496	ETI Enterprise Trust & Investment Los Gatos, California	$6K	-$11.2K	1	0%	Reduced
2497	ECM EII Capital Management New York	$4K	$0	1	0%	Maintained
2498	PW Price Wealth Austin, Texas	$4K	+$3.88K	4	0%	Increased
2499	IWA Intercontinental Wealth Advisors San Antonio, Texas	$3K	-$4.26K	1	0%	Reduced
2500	LAS Lloyd Advisory Services Suwanee, Georgia	$3K	+$2.99K	1	0%	New