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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
2501	Sageworth Trust Lancaster, Pennsylvania	$968K	-$1.82M	2	0.04%	Reduced
2502	LJAC L.J. Altfest & Co New York	$965K	+$6.24K	1	0.09%	Increased
2503	LCM LRT Capital Management Austin, Texas	$965K	-$109K	1	0.63%	Reduced
2504	CT Clearstead Trust Portland, Maine	$965K	$0	4	0.13%	Maintained
2505	TNA True North Advisors Dallas, Texas	$964K	-$106K	1	0.09%	Reduced
2506	IAG Investment Advisory Group Hanover, Massachusetts	$963K	+$7.47K	2	0.21%	Increased
2507	WMA Wealth Management Associates Cherry Hill, New Jersey	$962K	+$5.08K	2	0.27%	Increased
2508	ESBC E.S. Barr & Co Lexington, Kentucky	$962K	$0	2	0.05%	Maintained
2509	WMA West Michigan Advisors Holland, Michigan	$962K	-$617K	2	0.18%	Reduced
2510	TWPM Total Wealth Planning & Management Ponte Vedra Beach, Florida	$961K	-$61.4K	1	0.65%	Reduced
2511	BCG Breakwater Capital Group Paramus, New Jersey	$959K	-$31K	1	0.12%	Reduced
2512	KCM KRS Capital Management Bloomfield, Michigan	$955K	+$5.87K	1	0.44%	Increased
2513	MIM Merrion Investment Management Cranford, New Jersey	$954K	$0	2	0.45%	Maintained
2514	CA Chatterton & Associates Anaheim, California	$953K	-$185K	1	0.56%	Reduced
2515	CastleKeep Investment Advisors Westport, Connecticut	$953K	-$65.5K	1	0.48%	Reduced
2516	TFA Trinity Financial Advisors Columbus, Ohio	$953K	$0	1	0.24%	Maintained
2517	CFP Cascade Financial Partners San Diego, California	$952K	-$14.9K	1	0.08%	Reduced
2518	Cambiar Investors Denver, Colorado	$952K	-$64.4K	1	0.04%	Reduced
2519	SIS Sound Income Strategies Ft Lauderdale, Florida	$951K	-$269K	2	0.04%	Reduced
2520	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$949K	-$546K	1	0.2%	Reduced
2521	TBWA Three Bridge Wealth Advisors Los Altos, California	$949K	-$19.1K	1	0.24%	Reduced
2522	GWM Greenwich Wealth Management Greenwich, Connecticut	$949K	-$123K	1	0.03%	Reduced
2523	HP Hartree Partners New York	$949K	+$917K	1	0.2%	New
2524	OHIS Oak Harvest Investment Services Houston, Texas	$949K	-$9.08M	1	0.09%	Reduced
2525	RCM Ratan Capital Management Miami Beach, Florida	$949K	$0	1	0.31%	Maintained