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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	MSR Main Street Research Lakeville, Connecticut	$285K	-$20K	1	0.03%	Reduced
2527	TIA Traphagen Investment Advisors Oradell, New Jersey	$285K	+$272K	1	0.05%	New
2528	CCG Chatham Capital Group Savannah, Georgia	$284K	+$95	1	0.05%	Increased
2529	CL COWA LLC Tulsa, Oklahoma	$284K	-$2.27K	1	0.14%	Reduced
2530	TIAM2 Tru Independence Asset Management 2 Portland, Oregon	$284K	+$271K	1	0.16%	New
2531	FCFC First Citizens Financial Corp Mason City, Iowa	$283K	$0	1	0.21%	Maintained
2532	SHFA SC&H Financial Advisors Sparks, Maryland	$283K	$0	1	0.13%	Maintained
2533	RiverFront Investment Group Richmond, Virginia	$282K	-$9.49K	1	0.01%	Reduced
2534	RCI RS Crum Inc Newport Beach, California	$282K	$0	1	0.16%	Maintained
2535	TFS TrustCore Financial Services Brentwood, Tennessee	$281K	+$121K	4	0.02%	Increased
2536	JF JSF Financial Los Angeles, California	$279K	+$10.9K	1	0.12%	Increased
2537	LAS LWM Advisory Services Plantation, Florida	$279K	+$261K	1	0.35%	New
2538	LAM LifePro Asset Management San Diego, California	$278K	+$2.84K	1	0.1%	Increased
2539	NF Nvest Financial Portsmouth, New Hampshire	$278K	+$256K	1	0.23%	New
2540	OWM Opes Wealth Management Menlo Park, California	$278K	+$3.13K	1	0.09%	Increased
2541	BOM Bank of Marin Novato, California	$277K	$0	1	0.2%	Maintained
2542	BSG Black Swift Group Boulder, Colorado	$277K	+$271K	1	0.11%	New
2543	CM Capital Management Glen Allen, Virginia	$277K	$0	1	0.06%	Maintained
2544	IAG Investment Advisory Group Hanover, Massachusetts	$277K	$0	1	0.17%	Maintained
2545	PAG Paladin Advisory Group Clive, Iowa	$277K	+$263K	2	0.23%	New
2546	PBO Peoples Bank (Ohio) Marietta, Ohio	$277K	-$207K	1	0.14%	Reduced
2547	AAM Arabesque Asset Management London, United Kingdom	$276K	+$258K	1	0.1%	New
2548	BZWA Blue Zone Wealth Advisors Los Angeles, California	$275K	+$699	1	0.1%	Increased
2549	Pallas Capital Advisors Braintree, Massachusetts	$275K	-$137K	1	0.04%	Reduced
2550	BA Bluesphere Advisors East Norriton, Pennsylvania	$274K	+$95	1	0.23%	Increased