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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	$250K	+$27.6K	1	0.12%	Increased
2702	WH Willner & Heller Encino, California	$250K	+$1.05K	1	0.25%	Increased
2703	LF Lantz Financial Naperville, Illinois	$249K	+$230K	1	0.08%	New
2704	CAP Columbia Advisory Partners Spokane, Washington	$249K	-$46K	1	0.25%	Reduced
2705	BRA Biechele Royce Advisors Fishers, Indiana	$248K	+$229K	1	0.08%	New
2706	JSAM J. Safra Asset Management New York	$248K	+$19.7K	2	0.03%	Increased
2707	EWM Edge Wealth Management New York	$247K	$0	1	0.05%	Maintained
2708	MC Matisse Capital Portland, Oregon	$247K	$0	1	0.12%	Maintained
2709	SC Steph & Co Marinette, Wisconsin	$246K	$0	1	0.08%	Maintained
2710	BFA Brendel Financial Advisors Hanover, New Hampshire	$246K	+$4.42K	1	0.28%	Increased
2711	AA Aire Advisors Beverly Hills, California	$246K	+$1.26K	1	0.06%	Increased
2712	UBV United Bank (Virginia) Vienna, Virginia	$245K	-$7.04K	1	0.03%	Reduced
2713	GWM Greenhouse Wealth Management Westport, Connecticut	$245K	-$10.8K	1	0.18%	Reduced
2714	FAG Fortitude Advisory Group Gig Harbor, Washington	$245K	-$212K	1	0.14%	Reduced
2715	OWA ORBA Wealth Advisors Chicago, Illinois	$245K	$0	1	0.14%	Maintained
2716	RWP Revolve Wealth Partners Hackensack, New Jersey	$244K	+$226K	1	0.04%	New
2717	GCA Greenwood Capital Associates Greenwood, South Carolina	$244K	-$24.6K	1	0.03%	Reduced
2718	DOA D'Orazio & Associates Falls Church, Virginia	$244K	+$226K	1	0.04%	New
2719	GW&K Investment Management Boston, Massachusetts	$244K	+$34.3K	5	0%	Increased
2720	SWG Summit Wealth Group White River Junction, Vermont	$244K	$0	1	0.17%	Maintained
2721	SCA Southern Capital Advisors Jackson, Tennessee	$244K	+$5.69K	1	0.15%	Increased
2722	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$244K	$0	1	0.1%	Maintained
2723	WP WealthPLAN Partners Omaha, Nebraska	$243K	-$35K	1	0.03%	Reduced
2724	SWP Significant Wealth Partners Cary, Illinois	$243K	-$1.38K	1	0.16%	Reduced
2725	GCM Gallacher Capital Management Lone Tree, Colorado	$243K	+$229K	1	0.12%	New