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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	SCA Sandy Cove Advisors Hingham, Massachusetts	$229K	-$53.9K	1	0.21%	Reduced
2627	MIAS Mason Investment Advisory Services Reston, Virginia	$228K	-$1M	1	0.02%	Reduced
2628	CRI Colonial River Investments Midlothian, Virginia	$228K	-$16.1K	1	0.15%	Reduced
2629	Pallas Capital Advisors Braintree, Massachusetts	$228K	-$20.7K	1	0.03%	Reduced
2630	CSA Cottage Street Advisors Marion, Massachusetts	$227K	+$10K	1	0.17%	Increased
2631	IA Inspire Advisors Meridian, Idaho	$227K	+$207K	1	0.06%	New
2632	MFC Morris Financial Concepts Mount Pleasant, South Carolina	$227K	$0	1	0.22%	Maintained
2633	HCM Hutchinson Capital Management San Rafael, California	$226K	+$1.44K	1	0.06%	Increased
2634	TDC Thompson Davis & Co Richmond, Virginia	$226K	$0	1	0.37%	Maintained
2635	FVWA Foster Victor Wealth Advisors Greenville, South Carolina	$225K	+$230K	1	0.03%	New
2636	CC Cadinha & Co Honolulu, Hawaii	$224K	+$215K	1	0.05%	New
2637	CT Columbia Trust Portland, Oregon	$224K	+$3.85K	1	0.12%	Increased
2638	Mondrian Investment Partners London, United Kingdom	$224K	$0	1	0%	Maintained
2639	JCM J2 Capital Management Troy, Michigan	$223K	-$60.3K	1	0.34%	Reduced
2640	CFC Client First Capital San Diego, California	$222K	$0	1	0.17%	Maintained
2641	DC Diametric Capital Boston, Massachusetts	$222K	-$4.91K	1	0.16%	Reduced
2642	NWA Navis Wealth Advisors Rye Brook, New York	$222K	+$222K	1	0.24%	New
2643	PIM Perpetual Investment Management Sydney, Australia	$221K	-$1.48M	1	0.03%	Reduced
2644	ACP Arcus Capital Partners Atlanta, Georgia	$220K	+$1.06K	1	0.1%	Increased
2645	SAF Smith Anglin Financial Dallas, Texas	$220K	+$10.8K	1	0.06%	Increased
2646	ZF Zhang Financial Portage, Michigan	$220K	+$220K	1	0.04%	New
2647	BZWA Blue Zone Wealth Advisors Los Angeles, California	$219K	-$48.3K	1	0.1%	Reduced
2648	MS Mizuho Securities Tokyo, Japan	$219K	+$2.71K	3	0.04%	Increased
2649	CA Calton & Associates Tampa, Florida	$217K	-$118K	1	0.12%	Reduced
2650	MHWM Montz Harcus Wealth Management New Orleans, Louisiana	$217K	+$217K	1	0.23%	New