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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	SWIG Strategic Wealth Investment Group Louisville, Kentucky	$249K	+$4.38K	1	0.07%	Increased
2502	SFG StrategIQ Financial Group Merrillville, Indiana	$249K	$0	1	0.03%	Maintained
2503	LF Lee Financial Dallas, Texas	$248K	-$22.3K	4	0.05%	Reduced
2504	PWM PRW Wealth Management Quincy, Massachusetts	$248K	+$275K	1	0.12%	New
2505	SEM Strategic Equity Management Tucson, Arizona	$247K	$0	1	0.1%	Maintained
2506	MC Mathes Company New York	$246K	$0	1	0.14%	Maintained
2507	AA Aire Advisors Beverly Hills, California	$245K	+$272K	1	0.08%	New
2508	BFA Bill Few Associates Pittsburgh, Pennsylvania	$245K	-$6.34K	1	0.17%	Reduced
2509	CB CNB Bank Clearfield, Pennsylvania	$245K	-$71.8K	3	0.17%	Reduced
2510	WMP Wealth Management Partners Tucson, Arizona	$245K	$0	1	0.22%	Maintained
2511	EW Element Wealth Ridgeland, Mississippi	$244K	+$272	1	0.23%	Increased
2512	JWM Janiczek Wealth Management Denver, Colorado	$244K	+$21.4K	4	0.08%	Increased
2513	WAC William Allan Corp Fort Collins, Colorado	$243K	$0	1	0.22%	Maintained
2514	BBNA Bremer Bank National Association St Paul, Minnesota	$242K	-$20.1K	1	0.05%	Reduced
2515	CP Coho Partners Berwyn, Pennsylvania	$241K	$0	1	0%	Maintained
2516	E Fund Management Guangzhou, China	$241K	-$905	1	0.02%	Reduced
2517	EIA Eldridge Investment Advisors Manchester, New Hampshire	$241K	+$71.1K	1	0.09%	Increased
2518	IIA Integral Investment Advisors Turlock, California	$241K	$0	1	0.2%	Maintained
2519	IAG Investmark Advisory Group Shelton, Connecticut	$241K	+$19.6K	1	0.22%	Increased
2520	SBF Sara-Bay Financial Sarasota, Florida	$241K	$0	1	0.13%	Maintained
2521	BA Bluesphere Advisors East Norriton, Pennsylvania	$239K	+$12.1K	1	0.24%	Increased
2522	EBWM Eagle Bluffs Wealth Management Columbia, Missouri	$239K	-$37.9K	1	0.28%	Reduced
2523	Mondrian Investment Partners London, United Kingdom	$239K	+$52.1K	1	0.01%	Increased
2524	CCG Chatham Capital Group Savannah, Georgia	$238K	$0	1	0.06%	Maintained
2525	WCA Westover Capital Advisors Wilmington, Delaware	$238K	$0	1	0.09%	Maintained