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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
2576	Candriam SCA Strassen, Luxembourg, Luxembourg	$294K	+$322K	1	0%	New
2577	American National Bank & Trust Wichita Falls, Texas	$294K	+$6.32K	3	0.05%	Increased
2578	FAM Flaharty Asset Management Clearwater, Florida	$293K	+$97.2K	1	0.05%	Increased
2579	MIM Moseley Investment Management Bradenton, Florida	$293K	+$39.4K	1	0.19%	Increased
2580	MFG Menard Financial Group Houston, Texas	$292K	-$240K	1	0.68%	Reduced
2581	SWA Sutton Wealth Advisors Tampa, Florida	$292K	-$351K	3	0.16%	Reduced
2582	Meritage Portfolio Management Overland Park, Kansas	$291K	-$8.36M	1	0.02%	Reduced
2583	Stockman Wealth Management Billings, Montana	$291K	-$7.29K	1	0.07%	Reduced
2584	GW Henssler & Associates Kennesaw, Georgia	$291K	+$2.04K	1	0.02%	Increased
2585	Amarillo National Bank Amarillo, Texas	$290K	+$3.71K	1	0.06%	Increased
2586	Geller Advisors New York	$290K	-$135K	1	0.04%	Reduced
2587	RSC Red Spruce Capital Berwyn, Pennsylvania	$290K	+$291K	1	0.17%	New
2588	EIA Eldridge Investment Advisors Manchester, New Hampshire	$289K	$0	1	0.1%	Maintained
2589	CP Coho Partners Berwyn, Pennsylvania	$288K	$0	1	0.01%	Maintained
2590	Liberty Wealth Management Oakland, California	$287K	+$289K	1	0.06%	New
2591	BA Bluesphere Advisors East Norriton, Pennsylvania	$286K	+$99	1	0.24%	Increased
2592	Front Street Capital Management Missoula, Montana	$285K	+$1.39K	1	0.06%	Increased
2593	Chatham Capital Group Savannah, Georgia	$285K	+$99	1	0.06%	Increased
2594	PWM Prosperity Wealth Management San Ramon, California	$284K	$0	1	0.23%	Maintained
2595	EW Element Wealth Ridgeland, Mississippi	$283K	+$10.1K	1	0.21%	Increased
2596	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$282K	+$43.4K	2	0.22%	Increased
2597	Meridian Wealth Partners Exton, Pennsylvania	$282K	+$21.5K	1	0.06%	Increased
2598	Canvas Wealth Advisors Shawnee, Kansas	$281K	-$528K	1	0.12%	Reduced
2599	AC Athos Capital Hong Kong	$281K	-$839K	1	0.19%	Reduced
2600	FDS First Dallas Securities Dallas, Texas	$281K	+$99	1	0.17%	Increased