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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	BFA Bill Few Associates Pittsburgh, Pennsylvania	$303K	$0	1	0.18%	Maintained
2602	MIM Moseley Investment Management Bradenton, Florida	$300K	+$7.83K	1	0.22%	Increased
2603	VCAM Van Cleef Asset Management Beachwood, Ohio	$297K	$0	1	0.05%	Maintained
2604	CP Coho Partners Berwyn, Pennsylvania	$297K	$0	1	0.01%	Maintained
2605	EIA Eldridge Investment Advisors Manchester, New Hampshire	$297K	$0	1	0.1%	Maintained
2606	TIA Traphagen Investment Advisors Oradell, New Jersey	$297K	+$7.05K	1	0.05%	Increased
2607	OWA Opal Wealth Advisors Jericho, New York	$296K	+$11.3K	1	0.16%	Increased
2608	WPA West Paces Advisors Atlanta, Georgia	$296K	+$25.6K	3	0.09%	Increased
2609	CB CNB Bank Clearfield, Pennsylvania	$296K	$0	3	0.19%	Maintained
2610	JF JSF Financial Los Angeles, California	$295K	+$9.78K	1	0.11%	Increased
2611	VWM Venturi Wealth Management Austin, Texas	$295K	+$33K	1	0.03%	Increased
2612	BA Bluesphere Advisors East Norriton, Pennsylvania	$295K	+$188	1	0.26%	Increased
2613	ACM Acrisure Capital Management Austin, Texas	$295K	+$284K	1	0.33%	New
2614	VC Vicus Capital State College, Pennsylvania	$295K	-$13.1K	1	0.03%	Reduced
2615	MSR Main Street Research Lakeville, Connecticut	$294K	-$23.4K	1	0.07%	Reduced
2616	CCG Chatham Capital Group Savannah, Georgia	$294K	+$94	1	0.07%	Increased
2617	PWM Prosperity Wealth Management San Ramon, California	$293K	+$273K	1	0.28%	New
2618	PI Pettee Investors Rowayton, Connecticut	$292K	+$272K	1	0.14%	New
2619	PW Peninsula Wealth San Francisco, California	$291K	+$11.9K	1	0.09%	Increased
2620	AW Atlas Wealth Cincinnati, Ohio	$290K	+$278K	1	0.08%	New
2621	CCP Cassia Capital Partners Winston Salem, North Carolina	$290K	+$278K	1	0.24%	New
2622	RWB RMR Wealth Builders Montclair, New Jersey	$290K	-$10.4K	1	0.07%	Reduced
2623	BFAG Blackston Financial Advisory Group The Villages, Florida	$290K	+$19.1K	1	0.21%	Increased
2624	AIA AIMZ Investment Advisors Los Altos, California	$289K	$0	1	0.14%	Maintained
2625	FDS First Dallas Securities Dallas, Texas	$289K	$0	1	0.17%	Maintained