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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	HGERS Householder Group Estate & Retirement Specialist Scottsdale, Arizona	$269K	-$1.18K	5	0.08%	Reduced
2652	First Heartland Consultants Lake St. Louis, Missouri	$268K	-$4.6K	1	0.03%	Reduced
2653	MSG Main Street Group Glen Allen, Virginia	$268K	+$15.1K	4	0.12%	Increased
2654	Nicolet Advisory Services Green Bay, Wisconsin	$268K	-$735K	1	0.03%	Reduced
2655	FIM FWL Investment Management Dallas, Texas	$268K	+$174K	2	0.15%	Increased
2656	Summit Wealth Partners Orlando, Florida	$267K	$0	1	0.06%	Maintained
2657	PA PSI Advisors Tampa, Florida	$267K	-$5.66K	4	0.1%	Reduced
2658	VBFG Vishria Bird Financial Group Memphis, Tennessee	$266K	$0	1	0.11%	Maintained
2659	PWM Partnership Wealth Management Towson, Maryland	$266K	$0	1	0.19%	Maintained
2660	Quarry LP New York	$265K	+$200K	4	0.05%	Increased
2661	FOA Five Oceans Advisors Santa Monica, California	$265K	+$1.08K	1	0.14%	Increased
2662	SFA Semmax Financial Advisors Winston Salem, North Carolina	$265K	-$10.7K	1	0.09%	Reduced
2663	KFS Kaizen Financial Strategies Campbell, California	$265K	+$80.2K	1	0.18%	Increased
2664	HB Horizon Bancorp Michigan City, Indiana	$264K	-$3.73K	3	0.13%	Reduced
2665	ONST Old North State Trust Greensboro, North Carolina	$264K	+$254K	1	0.22%	New
2666	DIP Davis Investment Partners Charlotte, North Carolina	$264K	-$13.5K	1	0.12%	Reduced
2667	Canvas Wealth Advisors Shawnee, Kansas	$263K	+$268K	1	0.09%	New
2668	Van Cleef Asset Management Beachwood, Ohio	$261K	$0	1	0.03%	Maintained
2669	Bogart Wealth LLC Mclean, Virginia	$261K	-$4.5K	5	0.01%	Reduced
2670	HCA Hyperion Capital Advisors New York	$260K	+$238K	1	0.12%	New
2671	CFG Clayton Financial Group St. Louis, Missouri	$260K	+$240K	1	0.12%	New
2672	WBC West Branch Capital Amherst, Massachusetts	$259K	-$20.8K	2	0.1%	Reduced
2673	FAM Flaharty Asset Management Clearwater, Florida	$258K	-$28.7K	1	0.04%	Reduced
2674	GWM Gray Wealth Management Bangor, Maine	$258K	-$42.2K	1	0.12%	Reduced
2675	PGIM Custom Harvest Newark, New Jersey	$258K	+$239K	1	0.01%	New