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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
2726	CA Cambridge Advisors Omaha, Nebraska	$742K	-$64.4K	1	0.13%	Reduced
2727	BCM Bannerstone Capital Management Wayzata, Minnesota	$741K	-$1.23M	2	0.62%	Reduced
2728	WA1 Wimmer Associates 1 Pasadena, California	$741K	-$213K	1	0.34%	Reduced
2729	WE Wealth Effects Boston, Massachusetts	$740K	-$128K	1	0.2%	Reduced
2730	VC Vicus Capital State College, Pennsylvania	$737K	-$51K	1	0.05%	Reduced
2731	SPWM Schrum Private Wealth Management St. Augustine, Florida	$737K	+$147K	1	0.76%	Increased
2732	CFSG Community Financial Services Group Newport, Vermont	$737K	-$4.17K	3	0.11%	Reduced
2733	MBC Michael Brady & Co Westlake, Ohio	$737K	-$22.9K	2	0.65%	Reduced
2734	BF Brucke Financial Indianapolis, Indiana	$736K	+$23.4K	2	0.33%	Increased
2735	FI Fractal Investments Glastonbury, Connecticut	$736K	+$557K	1	0.08%	New
2736	POIA Pin Oak Investment Advisors Houston, Texas	$735K	+$85K	3	0.52%	Increased
2737	CCA Cravens & Co Advisors Cookeville, Tennessee	$733K	-$867K	1	0.49%	Reduced
2738	TWM Tortuga Wealth Management Torrance, California	$733K	-$1.28K	1	0.56%	Reduced
2739	Construction & Building Unions Superannuation Fund Melbourne, Australia	$732K	$0	1	0.01%	Maintained
2740	PPA Pilgrim Partners Asia Singapore	$732K	+$180K	2	0.31%	Increased
2741	HP Holistic Planning Nacogdoches, Texas	$731K	+$29.7K	1	0.11%	Increased
2742	HCMG Howard Capital Management Group Los Angeles, California	$730K	+$36.7K	2	0.04%	Increased
2743	Inspire Investing Meridian, Idaho	$727K	+$252K	4	0.03%	Increased
2744	JJBC James J. Burns & Company Melville, New York	$727K	+$702K	1	0.08%	New
2745	MFS Miller Financial Services Marshall, Michigan	$726K	-$25.7K	2	0.58%	Reduced
2746	MA MBA Advisors Hermitage, Pennsylvania	$726K	-$9.35K	1	0.24%	Reduced
2747	KWS Keystone Wealth Services Palm Desert, California	$725K	+$183K	1	0.13%	Increased
2748	CV Counterweight Ventures Wilmington, North Carolina	$723K	$0	1	0.36%	Maintained
2749	SCM Stordahl Capital Management Greenwood Village, Colorado	$723K	+$734	1	0.13%	Increased
2750	RCI RS Crum Inc Newport Beach, California	$722K	+$7.34K	1	0.14%	Increased