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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
2601	WPA West Paces Advisors Atlanta, Georgia	$174K	-$33.8K	3	0.05%	Reduced
2602	CPA Cowen Prime Advisors New York	$174K	$0	1	0.06%	Maintained
2603	ARMC American Research & Management Company Marion, Massachusetts	$173K	+$2.18K	2	0.04%	Increased
2604	Larson Financial Group St Louis, Missouri	$171K	-$36.5K	3	0.03%	Reduced
2605	MIM Meridiem Investment Management London, United Kingdom	$170K	$0	1	0.01%	Maintained
2606	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$167K	+$167K	3	0.13%	New
2607	AW Avion Wealth The Woodlands, Texas	$165K	$0	1	0.05%	Maintained
2608	Bogart Wealth LLC Mclean, Virginia	$164K	+$39.8K	4	0.01%	Increased
2609	KIG Kessler Investment Group Columbus, Indiana	$162K	+$129K	2	0.09%	Increased
2610	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$160K	+$162K	3	0.1%	New
2611	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$160K	-$5.75K	1	0.05%	Reduced
2612	JC JBF Capital Aspen, Colorado	$159K	$0	1	0.03%	Maintained
2613	RP Rowlandmiller & Partners Atlanta, Georgia	$157K	-$36.5K	1	0.04%	Reduced
2614	RCG Rock Creek Group Washington, District of Columbia	$154K	+$17.3K	1	0.02%	Increased
2615	CFG CKW Financial Group Honolulu, Hawaii	$150K	-$8.71K	1	0.02%	Reduced
2616	FFG Ford Financial Group Fresno, California	$150K	+$155K	2	0.03%	New
2617	CYG Clean Yield Group Norwich, Vermont	$149K	-$111K	1	0.05%	Reduced
2618	RTC Riverview Trust Company Vancouver, Washington	$149K	$0	2	0.09%	Maintained
2619	MCM Magnolia Capital Management Cold Spring, New York	$148K	+$154K	1	0.12%	New
2620	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$145K	$0	4	0.05%	Maintained
2621	RA Rise Advisors Rochester, New York	$144K	+$148K	3	0.14%	New
2622	CCA Column Capital Advisors Indianapolis, Indiana	$144K	+$72.6K	3	0.03%	Increased
2623	JEST JTC Employer Solutions Trustee St Helier, Jersey	$141K	$0	1	0.02%	Maintained
2624	TCM Tradewinds Capital Management Bellingham, Washington	$140K	$0	2	0.02%	Maintained
2625	SWM Sugarloaf Wealth Management Duluth, Georgia	$139K	+$174	2	0.03%	Increased