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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	WAS Wealth Advisory Solutions Indiianapolis, Indiana	$239K	+$12.2K	1	0.06%	Increased
2602	FNBOSM First National Bank of South Miami South Miami, Florida	$238K	-$80.6K	3	0.16%	Reduced
2603	SCA Southern Capital Advisors Jackson, Tennessee	$238K	+$96	1	0.19%	Increased
2604	BFA Brendel Financial Advisors Hanover, New Hampshire	$237K	$0	1	0.21%	Maintained
2605	BMA Brooks Moore & Associates Chattanooga, Tennessee	$237K	$0	1	0.17%	Maintained
2606	GWM Gray Wealth Management Bangor, Maine	$237K	+$6.25K	1	0.14%	Increased
2607	HFS Heritage Financial Services Westwood, Massachusetts	$237K	+$237K	3	0.13%	New
2608	HFG Heron Financial Group New York	$237K	$0	1	0.14%	Maintained
2609	Charles Schwab Investment Advisory San Francisco, California	$235K	+$12.3K	1	0%	Increased
2610	PSF Pacific Sun Financial Los Angeles, California	$235K	$0	1	0.15%	Maintained
2611	T TNF Billings, Montana	$235K	-$4.59K	1	0.11%	Reduced
2612	C CEDRUS Littleton, Colorado	$233K	+$224K	1	0.23%	New
2613	BFA Buttonwood Financial Advisors Baltimore, Maryland	$233K	+$13.5K	1	0.21%	Increased
2614	Fenimore Asset Management Cobleskill, New York	$233K	$0	1	0.01%	Maintained
2615	RF Resolute Financial Newburyport, Massachusetts	$233K	+$673	1	0.2%	Increased
2616	SWM Silverlake Wealth Management Williston, Vermont	$232K	+$232K	1	0.15%	New
2617	LA LexAurum Advisors Overland Park, Kansas	$232K	$0	1	0.09%	Maintained
2618	BWCS Beirne Wealth Consulting Services Shelton, Connecticut	$231K	$0	1	0.15%	Maintained
2619	FIB First Interstate Bank Billings, Montana	$231K	-$218K	1	0.02%	Reduced
2620	HCM Harvey Capital Management Palm Beach, Florida	$231K	$0	1	0.09%	Maintained
2621	HA HYA Advisors Springfield, Missouri	$230K	+$918	1	0.09%	Increased
2622	AIS AM Investment Strategies Chattanooga, Tennessee	$229K	$0	1	0.08%	Maintained
2623	BWP BSW Wealth Partners Boulder, Colorado	$229K	-$4.42K	1	0.05%	Reduced
2624	NC NewSquare Capital Newtown Square, Pennsylvania	$229K	$0	1	0.03%	Maintained
2625	RMSCM R.M. Sincerbeaux Capital Management New York	$229K	$0	1	0.17%	Maintained