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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	SIS Sound Income Strategies Ft Lauderdale, Florida	$159K	+$44K	3	0.02%	Increased
2727	JEST JTC Employer Solutions Trustee St Helier, Jersey	$158K	$0	1	0.02%	Maintained
2728	CYG Clean Yield Group Norwich, Vermont	$157K	-$3.94K	1	0.06%	Reduced
2729	IRC Investors Research Corp Atlanta, Georgia	$155K	+$55.6K	3	0.05%	Increased
2730	FMP Financial Management Professionals Austin, Texas	$153K	+$16.2K	4	0.04%	Increased
2731	OC Oakmont Corp Los Angeles, California	$148K	-$11.6K	1	0.02%	Reduced
2732	SC Seldon Capital San Francisco, California	$148K	$0	3	0.09%	Maintained
2733	PP PrairieView Partners St. Paul, Minnesota	$146K	$0	1	0.02%	Maintained
2734	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$144K	+$143K	4	0.11%	New
2735	SWM Selective Wealth Management Forest, Virginia	$143K	+$4.1K	3	0.05%	Increased
2736	KIG Kessler Investment Group Columbus, Indiana	$140K	$0	2	0.12%	Maintained
2737	HRC Hoertkorn Richard Charles	$131K	$0	1	0.07%	Maintained
2738	FWM Focused Wealth Management Newburgh, New York	$130K	+$192	4	0.02%	Increased
2739	SFG Steward Financial Group Colleyville, Texas	$126K	+$76.6K	6	0.1%	Increased
2740	ACM Adalta Capital Management New York	$125K	$0	1	0.08%	Maintained
2741	AIC Archer Investment Corporation Carmel, Indiana	$124K	$0	3	0.05%	Maintained
2742	SAM Strategic Asset Management Rochester, Minnesota	$123K	$0	3	0.2%	Maintained
2743	VC Vestor Capital Chicago, Illinois	$123K	$0	1	0.01%	Maintained
2744	DI Disciplined Investments Tulsa, Oklahoma	$115K	-$1.08K	7	0.05%	Reduced
2745	RF Robbins Farley Bedford, New Hampshire	$112K	+$76.1K	1	0.12%	Increased
2746	TCM Tradewinds Capital Management Bellingham, Washington	$112K	-$54.1K	1	0.04%	Reduced
2747	BWS BCR Wealth Strategies Vestavia, Alabama	$110K	$0	1	0.11%	Maintained
2748	DWP Destiny Wealth Partners Tavares, Florida	$110K	+$31.1K	2	0.02%	Increased
2749	GC GMT Capital Atlanta, Georgia	$110K	+$124K	1	0.01%	New
2750	GW&K Investment Management Boston, Massachusetts	$110K	+$2.6K	3	0%	Increased