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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	LF Lee Financial Dallas, Texas	$69K	+$12.8K	3	0.02%	Increased
2477	ME McIlrath & Eck Arlington, Washington	$69K	-$11K	4	0.02%	Reduced
2478	GAM Grandview Asset Management Harrisburg, Pennsylvania	$68K	+$62.9K	3	0.04%	New
2479	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$68K	+$4.72K	1	0.02%	Increased
2480	QVR San Francisco, California	$68K	+$64.4K	1	0.01%	New
2481	DWP Destiny Wealth Partners Tavares, Florida	$66K	+$177	2	0.01%	Increased
2482	TC Tacita Capital Toronto, Ontario, Canada	$66K	-$46K	1	0.04%	Reduced
2483	NICM Neo Ivy Capital Management New York	$65K	-$245K	1	0.07%	Reduced
2484	CCA Column Capital Advisors Indianapolis, Indiana	$64K	-$6.71K	3	0.01%	Reduced
2485	SWM Selective Wealth Management Forest, Virginia	$63K	$0	2	0.06%	Maintained
2486	GW&K Investment Management Boston, Massachusetts	$62K	$0	1	0%	Maintained
2487	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$59K	+$55.3K	2	0.05%	New
2488	SL Savior LLC Wellesley Hills, Massachusetts	$57K	$0	3	0.06%	Maintained
2489	WFA West Financial Advisors Des Moines, Iowa	$57K	$0	1	0.02%	Maintained
2490	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$56K	-$8.47K	1	0.02%	Reduced
2491	FMP Financial Management Professionals Austin, Texas	$53K	-$67K	2	0.01%	Reduced
2492	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$51K	+$49K	3	0.04%	New
2493	CIA CSat Investment Advisory Detroit, Michigan	$48K	+$12.2K	3	0.04%	Increased
2494	BA Bellwether Advisors Lincoln, Nebraska	$47K	-$3.32K	2	0.02%	Reduced
2495	EWA Evolution Wealth Advisors Aventura, Florida	$47K	-$15.4K	4	0.01%	Reduced
2496	FRA Front Row Advisors Tiburon, California	$47K	+$657	2	0.02%	Increased
2497	SC Sierra Capital Miami, Florida	$47K	+$44.8K	1	0.01%	New
2498	CAM Costello Asset Management Feasterville, Pennsylvania	$46K	-$3.65K	1	0.03%	Reduced
2499	CQS Credential Qtrade Securities Vancouver,	$44.9K	$0	1	0%	Maintained
2500	CA Centerpoint Advisors Needham, Massachusetts	$44K	$0	1	0.03%	Maintained