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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	RG Retirement Group San Diego, California	$107K	-$4.19K	2	0.05%	Reduced
2502	EPM Equitec Proprietary Markets Chicago, Illinois	$106K	+$106K	1	0.03%	New
2503	SIS Sound Income Strategies Ft Lauderdale, Florida	$103K	-$104K	4	0.01%	Reduced
2504	APC Aspire Private Capital Cornelius, North Carolina	$99K	-$4.73K	2	0.03%	Reduced
2505	IP Isthmus Partners Madison, Wisconsin	$98K	+$96.9K	1	0.02%	New
2506	AL ADE LLC Baltimore, Maryland	$95K	$0	2	0.09%	Maintained
2507	EBA Eagle Bay Advisors New York	$95K	+$90.2K	3	0.08%	New
2508	LJHT Laurie J. Hall Trustee	$94K	-$52.2K	1	0.04%	Reduced
2509	JCP JB Capital Partners Armonk, New York	$93K	$0	1	0.02%	Maintained
2510	Benjamin Edwards Inc Clayton, Missouri	$92K	-$19K	1	0.06%	Reduced
2511	IRC Investors Research Corp Atlanta, Georgia	$89K	-$341K	3	0.03%	Reduced
2512	CWA Clearview Wealth Advisors Salem, Oregon	$87K	$0	1	0.05%	Maintained
2513	ME McIlrath & Eck Arlington, Washington	$81K	+$2.7K	4	0.02%	Increased
2514	TI Truehand Inc Strafford, New Hampshire	$81K	$0	1	0.05%	Maintained
2515	FMP Financial Management Professionals Austin, Texas	$79K	+$20.2K	3	0.02%	Increased
2516	CA Centerpoint Advisors Needham, Massachusetts	$76K	+$27K	2	0.04%	Increased
2517	TC Tacita Capital Toronto, Ontario, Canada	$73K	$0	1	0.04%	Maintained
2518	Simon Quick Advisors Morristown, New Jersey	$71K	-$54.2K	3	0.02%	Reduced
2519	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$70.8K	+$70K	2	0.03%	New
2520	SWM Selective Wealth Management Forest, Virginia	$70K	$0	2	0.06%	Maintained
2521	CCA Column Capital Advisors Indianapolis, Indiana	$68K	-$1.97K	3	0.01%	Reduced
2522	LF Lee Financial Dallas, Texas	$67K	-$6.73K	3	0.01%	Reduced
2523	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$64K	$0	2	0.06%	Maintained
2524	WFA West Financial Advisors Des Moines, Iowa	$63K	$0	1	0.02%	Maintained
2525	First Eagle Investment Management New York	$60K	+$58.5K	1	0%	New