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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
2526	LS Leelyn Smith Geneva, Illinois	$946K	-$23K	2	0.12%	Reduced
2527	GIM Guardian Investment Management Tiburon, California	$946K	+$259K	2	0.61%	Increased
2528	RIM RW Investment Management Eagle, Idaho	$942K	+$42.4K	2	0.08%	Increased
2529	CVM Cheviot Value Management Beverly Hills, California	$941K	+$550	2	0.1%	Increased
2530	OC Oarsman Capital Milwaukee, Wisconsin	$941K	-$98K	3	0.1%	Reduced
2531	CFG Carter Financial Group Barrington, Illinois	$939K	-$25.7K	1	0.49%	Reduced
2532	SWGC Summit Wealth Group (Colorado) Colorado Springs, Colorado	$939K	+$155K	2	0.08%	Increased
2533	MFS Madrona Financial Services Everett, Washington	$938K	+$907K	1	0.17%	New
2534	EWS Evergreen Wealth Solutions Williamsport, Pennsylvania	$937K	+$52.8K	1	0.05%	Increased
2535	WFM Wolff Financial Management Kalamazoo, Michigan	$937K	-$212K	1	0.19%	Reduced
2536	LI Lafayette Investments Ashton, Maryland	$936K	$0	1	0.17%	Maintained
2537	GGS Galvin Gaustad & Stein Scottsdale, Arizona	$936K	-$26.8K	1	0.07%	Reduced
2538	VFG Victory Financial Group Austin, Texas	$935K	+$58.9K	2	0.1%	Increased
2539	CL COWA LLC Tulsa, Oklahoma	$933K	+$70.4K	2	0.23%	Increased
2540	OIS Okabena Investment Services Minneapolis, Minnesota	$932K	$0	1	0.17%	Maintained
2541	LWM Liberty Wealth Management Oakland, California	$925K	$0	2	0.12%	Maintained
2542	PG Proffitt & Goodson Knoxville, Tennessee	$921K	-$5.13K	1	0.13%	Reduced
2543	Axiom Investors Greenwich, Connecticut	$921K	+$337K	1	0.01%	Increased
2544	IIC Ironwood Investment Counsel Scottsdale, Arizona	$921K	+$4.04K	1	0.12%	Increased
2545	WA Waddell & Associates Memphis, Tennessee	$920K	+$678K	3	0.05%	Increased
2546	Forum Financial Management Lombard, Illinois	$920K	-$424K	2	0.01%	Reduced
2547	JTF J. Team Financial Abilene, Texas	$919K	+$777K	2	0.89%	Increased
2548	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$917K	$0	1	0.33%	Maintained
2549	S Steadtrust Allen, Texas	$916K	+$367	1	0.46%	Increased
2550	TFCP Twin Focus Capital Partners Boston, Massachusetts	$916K	-$22.7K	1	0.09%	Reduced