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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	LGT Group Foundation Vaduz, Liechtenstein	$255K	-$475	1	0.01%	Reduced
2602	WWS Wellington Wealth Strategies Indianapolis, Indiana	$255K	+$240K	1	0.22%	New
2603	VCAM Van Cleef Asset Management Beachwood, Ohio	$255K	$0	1	0.04%	Maintained
2604	BA Bluesphere Advisors East Norriton, Pennsylvania	$255K	+$8.07K	1	0.16%	Increased
2605	LIG Lokken Investment Group Lewes, Delaware	$255K	-$386K	1	0.14%	Reduced
2606	MFC Mechanics Financial Corp Mansfield, Ohio	$254K	-$9.38K	2	0.14%	Reduced
2607	EW Element Wealth Ridgeland, Mississippi	$253K	+$238K	1	0.16%	New
2608	Caption Management Oklahoma City, Oklahoma	$252K	+$237K	1	0%	New
2609	HGERS Householder Group Estate & Retirement Specialist Scottsdale, Arizona	$252K	-$13.5K	5	0.08%	Reduced
2610	SSG Summit Securities Group New York	$252K	+$237K	1	0.02%	New
2611	AP AtonRa Partners Geneva, Switzerland	$251K	-$39.2K	1	0.5%	Reduced
2612	DAM Doheny Asset Management Los Angeles, California	$250K	$0	1	0.24%	Maintained
2613	HB Horizon Bancorp Michigan City, Indiana	$250K	+$12.6K	3	0.12%	Increased
2614	FAM Flaharty Asset Management Clearwater, Florida	$250K	-$46.1K	1	0.04%	Reduced
2615	OWM Opes Wealth Management Menlo Park, California	$250K	-$8.15K	1	0.06%	Reduced
2616	PWM Partnership Wealth Management Towson, Maryland	$248K	+$216K	1	0.19%	New
2617	AFM Armstrong Fleming & Moore Washington, District of Columbia	$248K	-$6.17K	1	0.19%	Reduced
2618	AIA AIMZ Investment Advisors Los Altos, California	$248K	$0	1	0.1%	Maintained
2619	CP Coho Partners Berwyn, Pennsylvania	$248K	$0	1	0.01%	Maintained
2620	SI Saxon Interests Houston, Texas	$248K	-$1.66M	1	0.12%	Reduced
2621	JF Joule Financial Lexington, Kentucky	$247K	-$17.1K	1	0.11%	Reduced
2622	PE Point72 Europe London, United Kingdom	$247K	+$234K	2	0.03%	New
2623	KA KLCM Advisors Milwaukee, Wisconsin	$247K	+$233K	1	0.04%	New
2624	IAG Investmark Advisory Group Shelton, Connecticut	$247K	+$4.99K	1	0.15%	Increased
2625	SCP Sivia Capital Partners Mill Valley, California	$247K	+$233K	1	0.19%	New