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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	FFL Financial Freedom LLC Cincinnati, Ohio	$123K	+$856	2	0.09%	Increased
2627	MCM Magnolia Capital Management Cold Spring, New York	$123K	$0	1	0.12%	Maintained
2628	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$122K	-$22.7K	3	0.07%	Reduced
2629	RAM Riggs Asset Management Dallas, Pennsylvania	$121K	-$4.81M	3	0.04%	Reduced
2630	CA Centerpoint Advisors Needham, Massachusetts	$118K	+$14K	5	0.05%	Increased
2631	JEST JTC Employer Solutions Trustee St Helier, Jersey	$118K	$0	1	0.01%	Maintained
2632	RW RVW Wealth Los Angeles, California	$116K	+$134K	2	0.01%	New
2633	LF Lee Financial Dallas, Texas	$113K	-$26.2K	3	0.02%	Reduced
2634	RA Rational Advisors Huntington, New York	$110K	-$302K	2	0.01%	Reduced
2635	FWM Focused Wealth Management Newburgh, New York	$107K	-$685	4	0.02%	Reduced
2636	Erste Asset Management Vienna, Austria	$106K	+$19.5K	2	0%	Increased
2637	KIG Kessler Investment Group Columbus, Indiana	$106K	+$68.6K	1	0.09%	Increased
2638	BAM Bellevue Asset Management Bellevue, Washington	$104K	$0	4	0.07%	Maintained
2639	OC Oakmont Corp Los Angeles, California	$104K	$0	1	0.03%	Maintained
2640	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$100K	+$86.1K	1	0.08%	Increased
2641	GWSA Global Wealth Strategies & Associates Denver, Colorado	$99.7K	$0	2	0.05%	Maintained
2642	CCA Column Capital Advisors Indianapolis, Indiana	$98.4K	$0	3	0.01%	Maintained
2643	HRC Hoertkorn Richard Charles	$98.2K	$0	1	0.05%	Maintained
2644	FMP Financial Management Professionals Austin, Texas	$96K	-$41.6K	4	0.02%	Reduced
2645	DCM Disciplina Capital Management Nashville, Tennessee	$94.2K	$0	1	0.02%	Maintained
2646	ACM Adalta Capital Management New York	$94K	-$55.7K	1	0.06%	Reduced
2647	PO Private Ocean San Rafael, California	$93.9K	-$54.3K	4	0.01%	Reduced
2648	RCA Reitz Capital Advisors Freeland, Michigan	$93K	+$109K	1	0.18%	New
2649	CAM Costello Asset Management Feasterville, Pennsylvania	$92.4K	-$875K	2	0.08%	Reduced
2650	NC NewSquare Capital Newtown Square, Pennsylvania	$91K	-$175	2	0.01%	Reduced