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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	KFA Kelleher Financial Advisors New York	$138K	$0	1	0.07%	Maintained
2627	Storebrand Asset Management Lysaker, Norway	$136K	$0	1	0%	Maintained
2628	PP PrairieView Partners St. Paul, Minnesota	$133K	$0	1	0.02%	Maintained
2629	TFS TrustCore Financial Services Brentwood, Tennessee	$133K	-$67.9K	3	0.02%	Reduced
2630	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$132K	-$253K	1	0.07%	Reduced
2631	WOSD WFA of San Diego San Diego, California	$130K	$0	1	0.08%	Maintained
2632	NO Ninety One Cape Town, South Africa	$129K	-$1.12M	1	0.04%	Reduced
2633	MAM McCarthy Asset Management Redwood Shores, California	$125K	+$372	2	0.09%	Increased
2634	DWA Delos Wealth Advisors Dallas, Texas	$124K	+$48.2K	4	0.12%	Increased
2635	LF Lee Financial Dallas, Texas	$122K	+$44.5K	3	0.02%	Increased
2636	Livforsakringsbolaget Skandia Stockholm, Sweden	$122K	$0	1	0.01%	Maintained
2637	SC Seldon Capital San Francisco, California	$122K	+$120K	3	0.08%	New
2638	TFA Toth Financial Advisory Leesburg, Virginia	$122K	+$87	3	0.02%	Increased
2639	HRC Hoertkorn Richard Charles	$117K	$0	1	0.05%	Maintained
2640	RWA RGT Wealth Advisors Dallas, Texas	$116K	+$118K	1	0.02%	New
2641	Simon Quick Advisors Morristown, New Jersey	$116K	-$28K	3	0.03%	Reduced
2642	FWA FSC Wealth Advisors Fishkill, New York	$114K	+$114K	2	0.08%	New
2643	ACM Adalta Capital Management New York	$112K	$0	1	0.05%	Maintained
2644	VC Vestor Capital Chicago, Illinois	$110K	$0	1	0.01%	Maintained
2645	AIC Archer Investment Corporation Carmel, Indiana	$110K	+$24.1K	3	0.04%	Increased
2646	APC Aspire Private Capital Cornelius, North Carolina	$106K	+$7.09K	2	0.03%	Increased
2647	SAM Strategic Asset Management Rochester, Minnesota	$105K	$0	3	0.15%	Maintained
2648	CC Commons Capital Needham, Massachusetts	$102K	+$103K	1	0.1%	New
2649	EWM Elmwood Wealth Management Berkeley, California	$102K	+$104K	1	0.05%	New
2650	SIS Sound Income Strategies Ft Lauderdale, Florida	$100K	-$739	3	0.01%	Reduced