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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	Apella Capital West Hartford, Connecticut	$237K	+$15.7K	1	0.03%	Increased
2527	EWM EPG Wealth Management Atlanta, Georgia	$237K	-$213K	1	0.1%	Reduced
2528	WA WESPAC Advisors Orinda, California	$237K	-$136K	1	0.32%	Reduced
2529	FDS First Dallas Securities Dallas, Texas	$235K	-$45.2K	1	0.16%	Reduced
2530	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$235K	-$5.51K	2	0.19%	Reduced
2531	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$235K	-$4.32K	3	0.15%	Reduced
2532	SFA Semmax Financial Advisors Winston Salem, North Carolina	$235K	-$11.9K	1	0.1%	Reduced
2533	SCM Sterneck Capital Management Kansas City, Missouri	$235K	$0	1	0.17%	Maintained
2534	TIA Traphagen Investment Advisors Oradell, New Jersey	$235K	+$1.27K	1	0.04%	Increased
2535	GCM Gibraltar Capital Management Tulsa, Oklahoma	$234K	$0	1	0.12%	Maintained
2536	Cohen & Steers New York	$233K	-$8.58K	1	0%	Reduced
2537	RCI RS Crum Inc Newport Beach, California	$233K	$0	1	0.12%	Maintained
2538	LC Landaas & Company Milwaukee, Wisconsin	$232K	$0	1	0.15%	Maintained
2539	JF JSF Financial Los Angeles, California	$231K	-$543K	1	0.09%	Reduced
2540	KFSC Keystone Financial Services (Colorado) Loveland, Colorado	$231K	-$10.9K	1	0.13%	Reduced
2541	OWA Opal Wealth Advisors Jericho, New York	$231K	+$543	1	0.17%	Increased
2542	PSF Pacific Sun Financial Los Angeles, California	$231K	$0	1	0.16%	Maintained
2543	EFS Econ Financial Services Harrisburg, Pennsylvania	$230K	+$255K	1	0.19%	New
2544	OWM Opes Wealth Management Menlo Park, California	$230K	$0	1	0.09%	Maintained
2545	BOM Bank of Marin Novato, California	$229K	$0	1	0.23%	Maintained
2546	CM Capital Management Glen Allen, Virginia	$229K	$0	1	0.06%	Maintained
2547	CGFA Colton Groome Financial Advisors Asheville, North Carolina	$229K	-$13.2K	1	0.12%	Reduced
2548	ER Enlightenment Research Miami, Florida	$229K	+$253K	1	0.51%	New
2549	Signature Estate & Investment Advisors Los Angeles, California	$229K	+$4.16K	1	0.01%	Increased
2550	AWM AAF Wealth Management Westborough, Massachusetts	$229K	+$57.7K	1	0.18%	Increased