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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	Accredited Investors Edina, Minnesota	$246K	+$396	1	0.02%	Increased
2627	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$246K	$0	1	0.08%	Maintained
2628	WH Willner & Heller Encino, California	$246K	+$219K	1	0.27%	New
2629	WBC West Branch Capital Amherst, Massachusetts	$246K	-$76.1K	3	0.12%	Reduced
2630	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$245K	+$17.2K	2	0.11%	Increased
2631	Destination Wealth Management Walnut Creek, California	$244K	-$2.53K	1	0.01%	Reduced
2632	Jacobs Levy Equity Management Florham Park, New Jersey	$243K	$0	1	0%	Maintained
2633	CPW Cove Private Wealth Oyster Bay Cove, New York	$243K	+$229K	1	0.23%	New
2634	FDDB Fidelity D&D Bancorp Dunmore, Pennsylvania	$243K	-$396	1	0.19%	Reduced
2635	WP WealthPLAN Partners Omaha, Nebraska	$242K	-$131K	1	0.02%	Reduced
2636	SIA Strategic Investment Advisors Farmington Hills, Michigan	$242K	-$542K	1	0.03%	Reduced
2637	Bogart Wealth LLC Mclean, Virginia	$242K	+$28.1K	5	0.01%	Increased
2638	AA Aire Advisors Beverly Hills, California	$242K	+$215K	1	0.06%	New
2639	MSR Main Street Research Lakeville, Connecticut	$241K	+$227K	1	0.02%	New
2640	EWM Edge Wealth Management New York	$241K	$0	1	0.05%	Maintained
2641	MC Matisse Capital Portland, Oregon	$241K	$0	1	0.13%	Maintained
2642	FH FWG Holdings Winter Park, Florida	$241K	-$211K	1	0.14%	Reduced
2643	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$241K	-$45.7K	1	0.14%	Reduced
2644	GPA Guerra Pan Advisors Montclair, New Jersey	$241K	$0	1	0.23%	Maintained
2645	GCM Gibraltar Capital Management Tulsa, Oklahoma	$240K	-$317	1	0.1%	Reduced
2646	UAML US Asset Management LLC Pittsburgh, Pennsylvania	$240K	+$226K	1	0.24%	New
2647	SBF Sara-Bay Financial Sarasota, Florida	$239K	+$213K	1	0.12%	New
2648	SAM Seelaus Asset Management Chatham, New Jersey	$239K	+$225K	1	0.23%	New
2649	SWP Significant Wealth Partners Cary, Illinois	$239K	+$239K	1	0.17%	New
2650	MTIC Missouri Trust & Investment Company Springfield, Missouri	$238K	-$58K	2	0.1%	Reduced