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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
2551	Credit Agricole Montrouge Cedex, France	$274K	$0	1	0%	Maintained
2552	AIP Ahrens Investment Partners Lafayette, Louisiana	$273K	$0	3	0.09%	Maintained
2553	HHAA Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$273K	+$15.4K	1	0.03%	Increased
2554	SWIG Strategic Wealth Investment Group Louisville, Kentucky	$273K	+$256K	1	0.07%	New
2555	BHWM Beaird Harris Wealth Management Dallas, Texas	$272K	-$331K	3	0.1%	Reduced
2556	FSCM Front Street Capital Management Missoula, Montana	$272K	+$826	1	0.05%	Increased
2557	JC JBF Capital Aspen, Colorado	$272K	+$139K	1	0.06%	Increased
2558	PVH Psagot Value Holdings Tel Aviv, Israel	$272K	-$37.9K	1	0.06%	Reduced
2559	SIAG Safeguard Investment Advisory Group Corona, California	$271K	$0	1	0.18%	Maintained
2560	HIF Hill Island Financial Grand Rapids, Michigan	$270K	+$826	1	0.1%	Increased
2561	IAG Investmark Advisory Group Shelton, Connecticut	$270K	-$25K	1	0.28%	Reduced
2562	VBFG Vishria Bird Financial Group Memphis, Tennessee	$270K	$0	1	0.15%	Maintained
2563	CSB City State Bank Norwalk, Iowa	$269K	-$957K	2	0.16%	Reduced
2564	LFA Landmark Financial Advisors Bowling Green, Kentucky	$269K	+$474	1	0.13%	Increased
2565	CF Corrigan Financial Middletown, Rhode Island	$267K	+$95	1	0.08%	Increased
2566	CWA Canvas Wealth Advisors Shawnee, Kansas	$267K	+$265K	1	0.1%	New
2567	CAC Certified Advisory Corp Altamonte Springs, Florida	$267K	-$1.33K	1	0.06%	Reduced
2568	UCB United Community Bank Greenville, South Carolina	$266K	+$9.48K	2	0.27%	Increased
2569	CWM Campbell Wealth Management Alexandria, Virginia	$266K	$0	1	0.03%	Maintained
2570	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$266K	$0	1	0.08%	Maintained
2571	NFG Nadler Financial Group Deerfield, Illinois	$265K	+$253K	1	0.04%	New
2572	CC Callan Capital La Jolla, California	$264K	-$104K	1	0.04%	Reduced
2573	MS Mizuho Securities Tokyo, Japan	$264K	+$229K	3	0.06%	Increased
2574	LF Lee Financial Dallas, Texas	$263K	+$117K	4	0.05%	Increased
2575	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$262K	-$12.4M	1	0.01%	Reduced