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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	NF Norwood Financial Honesdale, Pennsylvania	$164K	-$14.4K	3	0.29%	Reduced
2652	MIM Meridiem Investment Management London, United Kingdom	$162K	$0	1	0.01%	Maintained
2653	Bogart Wealth LLC Mclean, Virginia	$159K	-$10.2K	4	0.01%	Reduced
2654	VWM Valley Wealth Managers Paramus, New Jersey	$156K	-$88.3K	3	0.02%	Reduced
2655	RWM Raffa Wealth Management Washington, District of Columbia	$152K	-$31.3K	4	0.07%	Reduced
2656	RP Rowlandmiller & Partners Atlanta, Georgia	$151K	+$2.26K	1	0.04%	Increased
2657	SWM Sugarloaf Wealth Management Duluth, Georgia	$148K	-$20.9K	2	0.04%	Reduced
2658	MCM Magnolia Capital Management Cold Spring, New York	$144K	$0	1	0.15%	Maintained
2659	Credit Agricole Montrouge Cedex, France	$141K	$0	1	0%	Maintained
2660	IRC Investors Research Corp Atlanta, Georgia	$139K	+$3.81K	3	0.04%	Increased
2661	JEST JTC Employer Solutions Trustee St Helier, Jersey	$135K	$0	1	0.02%	Maintained
2662	CYG Clean Yield Group Norwich, Vermont	$134K	$0	1	0.06%	Maintained
2663	YMRC Yorktown Management & Research Company Forest, Virginia	$133K	-$236K	1	0.17%	Reduced
2664	KIG Kessler Investment Group Columbus, Indiana	$132K	+$3.95K	2	0.11%	Increased
2665	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$130K	-$54.3K	2	0.04%	Reduced
2666	SC Seldon Capital San Francisco, California	$130K	$0	3	0.09%	Maintained
2667	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$129K	+$170K	1	0.03%	New
2668	OC Oakmont Corp Los Angeles, California	$126K	$0	1	0.02%	Maintained
2669	PP PrairieView Partners St. Paul, Minnesota	$124K	$0	1	0.02%	Maintained
2670	VC Vestor Capital Chicago, Illinois	$124K	+$21.6K	1	0.02%	Increased
2671	ME McIlrath & Eck Arlington, Washington	$118K	+$23.4K	4	0.03%	Increased
2672	CA Centerpoint Advisors Needham, Massachusetts	$112K	+$43.2K	3	0.06%	Increased
2673	FWM Focused Wealth Management Newburgh, New York	$112K	+$181	4	0.02%	Increased
2674	HRC Hoertkorn Richard Charles	$112K	$0	1	0.06%	Maintained
2675	GCM Gladius Capital Management Chicago, Illinois	$110K	+$129K	1	0%	New