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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	Mill Creek Capital Advisors Conshohocken, Pennsylvania	$266K	-$17.2K	1	0.01%	Reduced
2577	NRC New Republic Capital Charlotte, North Carolina	$265K	+$250K	1	0.19%	New
2578	SAM Strategy Asset Managers Pasadena, California	$265K	-$333K	1	0.06%	Reduced
2579	WP Waycross Partners Louisville, Kentucky	$265K	$0	1	0.05%	Maintained
2580	UCB United Community Bank Greenville, South Carolina	$265K	$0	2	0.11%	Maintained
2581	BFAG Blackston Financial Advisory Group The Villages, Florida	$265K	+$10.6K	1	0.17%	Increased
2582	SAA Southeast Asset Advisors Thomasville, Georgia	$265K	$0	1	0.04%	Maintained
2583	OL Owen LaRue Elizabethtown, Kentucky	$264K	-$98.1K	1	0.25%	Reduced
2584	YMRC Yorktown Management & Research Company Forest, Virginia	$264K	-$1.18K	1	0.28%	Reduced
2585	Capital Wealth Planning Naples, Florida	$264K	+$243K	1	0%	New
2586	KCM Kathmere Capital Management Wayne, Pennsylvania	$263K	-$18.2K	1	0.03%	Reduced
2587	SFG StrategIQ Financial Group Merrillville, Indiana	$263K	-$3.17K	1	0.03%	Reduced
2588	IIM InTrack Investment Management South Burlington, Vermont	$263K	-$56.3K	1	0.2%	Reduced
2589	GWM Gray Wealth Management Bangor, Maine	$262K	-$9.81K	1	0.13%	Reduced
2590	SWP Summit Wealth Partners Orlando, Florida	$261K	$0	1	0.06%	Maintained
2591	Members Trust Tampa, Florida	$261K	-$15.8K	1	0.01%	Reduced
2592	SMG Smart Money Group Eastland, Texas	$261K	+$42.7K	1	0.11%	Increased
2593	FF Fluent Financial Dallas, Texas	$260K	$0	1	0.15%	Maintained
2594	PCA Prosperity Capital Advisors Westlake, Ohio	$260K	-$22.2K	1	0.03%	Reduced
2595	Hills Bank & Trust North Liberty, Iowa	$259K	$0	1	0.03%	Maintained
2596	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$259K	+$243K	1	0.21%	New
2597	RCA Ranch Capital Advisors Sarasota, Florida	$258K	-$7.68K	1	0.16%	Reduced
2598	CAP Columbia Advisory Partners Spokane, Washington	$257K	+$18.4K	1	0.26%	Increased
2599	CCA Cadent Capital Advisors Tulsa, Oklahoma	$257K	-$1.66K	1	0.13%	Reduced
2600	BP BBR Partners New York	$256K	+$17.6K	1	0.03%	Increased