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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
2651	VCM Versant Capital Management Phoenix, Arizona	$98K	+$11.3K	6	0.03%	Increased
2652	DI Disciplined Investments Tulsa, Oklahoma	$97K	-$16.3K	4	0.04%	Reduced
2653	ME McIlrath & Eck Arlington, Washington	$97K	-$443	4	0.03%	Reduced
2654	EPM Equitec Proprietary Markets Chicago, Illinois	$96K	+$2.48K	2	0.01%	Increased
2655	JRFS James Reed Financial Services Cleveland, Ohio	$95K	+$97.8K	2	0.09%	New
2656	FPWM FSB Premier Wealth Management Waterloo, Iowa	$93K	+$95.1K	1	0.04%	New
2657	BWS BCR Wealth Strategies Vestavia, Alabama	$89K	+$85.7K	1	0.08%	New
2658	Close Asset Management London, United Kingdom	$89K	-$3.44M	2	0%	Reduced
2659	IRC Investors Research Corp Atlanta, Georgia	$89K	$0	3	0.03%	Maintained
2660	NF Norwood Financial Honesdale, Pennsylvania	$87K	+$83.8K	2	0.12%	New
2661	FMP Financial Management Professionals Austin, Texas	$86K	-$8.92K	5	0.02%	Reduced
2662	BIA Bell Investment Advisors Oakland, California	$84K	-$5.79K	7	0.02%	Reduced
2663	LJHT Laurie J. Hall Trustee	$82K	-$12.6K	1	0.03%	Reduced
2664	TI Truehand Inc Strafford, New Hampshire	$82K	$0	1	0.05%	Maintained
2665	CA Centerpoint Advisors Needham, Massachusetts	$80K	+$1.05K	2	0.04%	Increased
2666	EL EMFO LLC Weston, Florida	$80K	$0	1	0.07%	Maintained
2667	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$79K	+$21.2K	3	0.06%	Increased
2668	GGI Godsey & Gibb Inc Richmond, Virginia	$77K	+$74.5K	1	0.02%	New
2669	PO Private Ocean San Rafael, California	$76K	$0	3	0.01%	Maintained
2670	ED Exane Derivatives Paris, France	$74.4K	-$482K	3	0.02%	Reduced
2671	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$73K	$0	2	0.03%	Maintained
2672	TC Tacita Capital Toronto, Ontario, Canada	$73K	$0	1	0.04%	Maintained
2673	CWA Clearview Wealth Advisors Salem, Oregon	$71K	-$17.4K	1	0.04%	Reduced
2674	DWP Destiny Wealth Partners Tavares, Florida	$70K	+$436	2	0.01%	Increased
2675	AHIA Andrew Hill Investment Advisors Naples, Florida	$68K	+$69.8K	1	0.06%	New