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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	AIP Ahrens Investment Partners Lafayette, Louisiana	$238K	+$238K	3	0.11%	New
2502	BA Bluesphere Advisors East Norriton, Pennsylvania	$238K	+$87	1	0.2%	Increased
2503	CA Calton & Associates Tampa, Florida	$238K	-$284K	1	0.06%	Reduced
2504	Credit Agricole Montrouge Cedex, France	$238K	-$1.42M	1	0%	Reduced
2505	EBA Eagle Bay Advisors New York	$238K	-$213K	3	0.15%	Reduced
2506	JFA JNBA Financial Advisors Bloomington, Minnesota	$238K	+$28.5K	4	0.03%	Increased
2507	LAM LifePro Asset Management San Diego, California	$238K	+$241K	1	0.07%	New
2508	CWP Curated Wealth Partners El Segundo, California	$237K	+$6.87K	1	0.08%	Increased
2509	PWA Physician Wealth Advisors Midvale, Utah	$237K	$0	1	0.06%	Maintained
2510	SIC Sterling Investment Counsel Buffalo, New York	$237K	+$228K	1	0.16%	New
2511	BFG Barber Financial Group Lenexa, Kansas	$236K	$0	1	0.03%	Maintained
2512	BZWA Blue Zone Wealth Advisors Los Angeles, California	$236K	-$16.6K	1	0.08%	Reduced
2513	FSCM Front Street Capital Management Missoula, Montana	$235K	+$1.12K	1	0.04%	Increased
2514	RCA Reitz Capital Advisors Freeland, Michigan	$235K	+$6.19K	1	0.17%	Increased
2515	RP Rice Partnership Honolulu, Hawaii	$235K	-$205K	1	0.07%	Reduced
2516	VBFG Vishria Bird Financial Group Memphis, Tennessee	$235K	$0	1	0.11%	Maintained
2517	FRM Fox Run Management Greenwich, Connecticut	$234K	+$243K	1	0.14%	New
2518	SIAG Safeguard Investment Advisory Group Corona, California	$234K	+$226K	1	0.14%	New
2519	CAC Certified Advisory Corp Altamonte Springs, Florida	$233K	-$1.66K	1	0.05%	Reduced
2520	HIF Hill Island Financial Grand Rapids, Michigan	$233K	+$225K	1	0.08%	New
2521	JF JSF Financial Los Angeles, California	$233K	-$68.8K	1	0.11%	Reduced
2522	B Brightworth Atlanta, Georgia	$232K	+$235K	1	0.02%	New
2523	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$232K	+$206K	2	0.14%	Increased
2524	LFA Landmark Financial Advisors Bowling Green, Kentucky	$232K	+$235K	1	0.1%	New
2525	CF Corrigan Financial Middletown, Rhode Island	$232K	+$235K	1	0.07%	New