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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
2626	SF Schuylkill Financial Wyomissing, Pennsylvania	$840K	+$812K	1	0.78%	New
2627	TFP Tilia Fiduciary Partners Wilmington, North Carolina	$840K	-$7.5K	2	0.4%	Reduced
2628	Royce & Associates New York	$839K	$0	1	0.01%	Maintained
2629	IP Investment Partners New Philadelphia, Ohio	$839K	-$50.8K	2	0.26%	Reduced
2630	DV Trading Chicago, Illinois	$838K	+$335K	2	0.03%	Increased
2631	AWM Aberdeen Wealth Management Lake Bluff, Illinois	$837K	-$371K	3	0.4%	Reduced
2632	TCM Tributary Capital Management Omaha, Nebraska	$837K	+$31.9K	1	0.07%	Increased
2633	TWM Thrive Wealth Management Audubon, Pennsylvania	$837K	-$15.6K	1	0.11%	Reduced
2634	GPI General Partner Inc Pittsburgh, Pennsylvania	$836K	$0	1	0.45%	Maintained
2635	MAM McLean Asset Management Tysons, Virginia	$834K	-$46.7K	2	0.11%	Reduced
2636	LA LM Advisors San Diego, California	$834K	+$653K	1	0.1%	Increased
2637	CWM Centurion Wealth Management Mclean, Virginia	$834K	-$50K	3	0.2%	Reduced
2638	London & Capital Asset Management London, United Kingdom	$833K	+$102K	1	0.01%	Increased
2639	SMBT Southern Michigan Bank & Trust Coldwater, Michigan	$829K	-$13.8K	3	0.29%	Reduced
2640	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$829K	-$25.1K	2	0.03%	Reduced
2641	SFG Sunburst Financial Group Vestavia Hills, Alabama	$827K	-$72.4K	1	0.13%	Reduced
2642	IA Inspire Advisors Meridian, Idaho	$826K	-$263K	2	0.06%	Reduced
2643	AWM Athena Wealth Management Reno, Nevada	$825K	+$78.4K	1	0.61%	Increased
2644	GWA Gratus Wealth Advisors Virginia Beach, Virginia	$824K	+$436K	2	0.1%	Increased
2645	SA Strategic Advisors New York	$823K	-$157K	1	0.18%	Reduced
2646	CA Cache Advisors San Francisco, California	$822K	$0	1	0.07%	Maintained
2647	WMP Wealth Management Partners Tucson, Arizona	$820K	+$68.8K	1	0.19%	Increased
2648	A Argentarii Cincinnati, Ohio	$818K	+$68.4K	2	0.25%	Increased
2649	MAM Morse Asset Management Darien, Connecticut	$817K	-$149K	3	0.14%	Reduced
2650	MWS MFA Wealth Services Thousand Oaks, California	$817K	+$134K	2	0.49%	Increased