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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	SAM Strategic Asset Management Rochester, Minnesota	$107K	+$102K	3	0.15%	New
2477	SIS Sound Income Strategies Ft Lauderdale, Florida	$100K	-$2.74K	4	0.01%	Reduced
2478	APC Aspire Private Capital Cornelius, North Carolina	$99K	+$227	2	0.03%	Increased
2479	AFS Annapolis Financial Services Annapolis, Maryland	$97K	+$62K	3	0.03%	Increased
2480	EPM Equitec Proprietary Markets Chicago, Illinois	$96K	$0	1	0.02%	Maintained
2481	AL ADE LLC Baltimore, Maryland	$95K	$0	2	0.09%	Maintained
2482	LJHT Laurie J. Hall Trustee	$95K	$0	1	0.04%	Maintained
2483	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$93.2K	-$29.9K	3	0.11%	Reduced
2484	FMP Financial Management Professionals Austin, Texas	$93K	+$13.4K	4	0.02%	Increased
2485	ME McIlrath & Eck Arlington, Washington	$91K	+$8.96K	4	0.03%	Increased
2486	BIA Bell Investment Advisors Oakland, California	$90K	+$89.2K	7	0.03%	New
2487	RTL Red Tortoise LLC Atlanta, Georgia	$90K	+$92.5K	3	0.07%	New
2488	CWA Clearview Wealth Advisors Salem, Oregon	$88K	$0	1	0.06%	Maintained
2489	IRC Investors Research Corp Atlanta, Georgia	$88K	$0	3	0.03%	Maintained
2490	AIC Archer Investment Corporation Carmel, Indiana	$85.9K	+$80.7K	2	0.03%	Increased
2491	SFP Sterling Financial Planning Sparta, New Jersey	$85K	+$38.5K	4	0.05%	Increased
2492	VCM Versant Capital Management Phoenix, Arizona	$84K	-$24.4K	6	0.03%	Reduced
2493	TI Truehand Inc Strafford, New Hampshire	$82K	$0	1	0.05%	Maintained
2494	EL EMFO LLC Weston, Florida	$80K	-$1.98M	1	0.07%	Reduced
2495	CA Centerpoint Advisors Needham, Massachusetts	$76K	$0	2	0.04%	Maintained
2496	PH Pinnacle Holdings Tulsa, Oklahoma	$75.6K	+$75.9K	1	0.03%	New
2497	DWA Delos Wealth Advisors Dallas, Texas	$75K	+$71.2K	2	0.08%	Increased
2498	LF Lee Financial Dallas, Texas	$75K	+$7.18K	3	0.02%	Increased
2499	PO Private Ocean San Rafael, California	$75K	-$255K	3	0.01%	Reduced
2500	CCM Carderock Capital Management Chevy Chase, Maryland	$74K	+$73.3K	3	0.02%	New