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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	FFA Freedman Financial Associates Peabody, Massachusetts	$246K	$0	1	0.17%	Maintained
2602	LC Landaas & Company Milwaukee, Wisconsin	$246K	$0	1	0.13%	Maintained
2603	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$246K	+$233K	4	0.16%	New
2604	SCA Southern Capital Advisors Jackson, Tennessee	$246K	$0	1	0.17%	Maintained
2605	BFG Barber Financial Group Lenexa, Kansas	$245K	-$25.2K	1	0.03%	Reduced
2606	BFA Brendel Financial Advisors Hanover, New Hampshire	$245K	$0	1	0.13%	Maintained
2607	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$245K	+$6.4K	2	0.06%	Increased
2608	SCM Sterneck Capital Management Kansas City, Missouri	$245K	-$62.6K	1	0.15%	Reduced
2609	BMA Brooks Moore & Associates Chattanooga, Tennessee	$244K	-$4.74K	1	0.15%	Reduced
2610	HFG Heron Financial Group New York	$244K	$0	1	0.13%	Maintained
2611	VCAM Van Cleef Asset Management Beachwood, Ohio	$244K	$0	1	0.04%	Maintained
2612	EWM Endurance Wealth Management Providence, Rhode Island	$243K	-$1.46M	2	0.03%	Reduced
2613	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$243K	+$569	3	0.1%	Increased
2614	BWP BSW Wealth Partners Boulder, Colorado	$241K	+$4.36K	1	0.06%	Increased
2615	GCM Gibraltar Capital Management Tulsa, Oklahoma	$241K	$0	1	0.1%	Maintained
2616	HIM Hotaling Investment Management Wayne, Pennsylvania	$241K	$0	1	0.09%	Maintained
2617	CT Columbia Trust Portland, Oregon	$240K	-$9.48K	1	0.11%	Reduced
2618	Fenimore Asset Management Cobleskill, New York	$240K	$0	1	0.01%	Maintained
2619	LA LexAurum Advisors Overland Park, Kansas	$239K	+$229K	1	0.08%	New
2620	RF Resolute Financial Newburyport, Massachusetts	$239K	-$9K	1	0.19%	Reduced
2621	GWM Gray Wealth Management Bangor, Maine	$238K	+$5.69K	1	0.12%	Increased
2622	T TNF Billings, Montana	$238K	$0	1	0.11%	Maintained
2623	AIA AIMZ Investment Advisors Los Altos, California	$237K	$0	1	0.1%	Maintained
2624	CWP Curated Wealth Partners El Segundo, California	$237K	$0	1	0.08%	Maintained
2625	IIA Integral Investment Advisors Turlock, California	$237K	+$222K	1	0.15%	New