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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
2701	SIC Sterling Investment Counsel Buffalo, New York	$216K	-$227K	1	0.11%	Reduced
2702	APW Aurora Private Wealth Rockaway, New Jersey	$216K	+$203K	1	0.2%	New
2703	HCMG Howard Capital Management Group Los Angeles, California	$216K	+$28.7K	1	0.02%	Increased
2704	EA Ergawealth Advisors Oak Brook, Illinois	$216K	+$192K	1	0.13%	New
2705	ATC Advantage Trust Company Salina, Kansas	$216K	+$203K	1	0.17%	New
2706	NWA Navis Wealth Advisors Rye Brook, New York	$215K	+$202K	1	0.28%	New
2707	WHCI W.H. Cornerstone Investments Kingston, Massachusetts	$215K	+$202K	1	0.17%	New
2708	EL EWA LLC Pittsbugh, Pennsylvania	$215K	-$4.64K	1	0.1%	Reduced
2709	MFG Menard Financial Group Houston, Texas	$215K	+$202K	1	0.27%	New
2710	AIS AM Investment Strategies Chattanooga, Tennessee	$213K	+$202K	1	0.06%	New
2711	NRA NSI Retail Advisors Warrendale, Pennsylvania	$213K	-$37.5K	1	0.03%	Reduced
2712	SP Systematic Portfolios New York	$212K	+$188K	1	0.64%	New
2713	SC Steph & Co Marinette, Wisconsin	$212K	-$17.5K	1	0.1%	Reduced
2714	PIAS PCA Investment Advisory Services Cincinnati, Ohio	$212K	-$13.3K	1	0.14%	Reduced
2715	NFA Northwest Financial Advisors Herndon, Virginia	$212K	+$201K	3	0.18%	New
2716	AFG Albion Financial Group Salt Lake City, Utah	$212K	-$12.9K	3	0.02%	Reduced
2717	AIA Alera Investment Advisors Deerfield, Illinois	$212K	+$199K	1	0.03%	New
2718	OWA ORBA Wealth Advisors Chicago, Illinois	$211K	+$198K	1	0.13%	New
2719	KIC Keating Investment Counselors Delray Beach, Florida	$211K	+$188K	1	0.08%	New
2720	THL Tillman Hartley LLC Denver, Colorado	$211K	+$211K	1	0.08%	New
2721	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$210K	+$198K	1	0.08%	New
2722	KPWG KFA Private Wealth Group Tysons, Virginia	$210K	+$210K	1	0.08%	New
2723	PSCM Per Stirling Capital Management Austin, Texas	$210K	+$198K	1	0.04%	New
2724	SWG Summit Wealth Group White River Junction, Vermont	$210K	+$198K	1	0.16%	New
2725	TF Trek Financial Scottsdale, Arizona	$210K	-$38.3K	1	0.02%	Reduced