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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	TDC Thompson Davis & Co Richmond, Virginia	$210K	-$4.22K	1	0.18%	Reduced
2727	VC Vicus Capital State College, Pennsylvania	$209K	-$347K	1	0.02%	Reduced
2728	CWM Campbell Wealth Management Alexandria, Virginia	$209K	-$55.4K	1	0.02%	Reduced
2729	JF JSF Financial Los Angeles, California	$208K	+$196K	1	0.07%	New
2730	BFA Brendel Financial Advisors Hanover, New Hampshire	$208K	+$195K	1	0.14%	New
2731	T Tidemark San Diego, California	$207K	+$206K	2	0.13%	New
2732	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$207K	+$196K	1	0.16%	New
2733	VWA Visionary Wealth Advisors O'fallon, Illinois	$205K	-$63K	1	0.02%	Reduced
2734	SCA Southern Capital Advisors Jackson, Tennessee	$205K	+$193K	1	0.15%	New
2735	AC ASB Consultores Aventura, Florida	$205K	-$468K	1	0.07%	Reduced
2736	WIA Wetzel Investment Advisors Indianapolis, Indiana	$205K	+$186K	5	0.13%	New
2737	RA Rational Advisors Huntington, New York	$205K	+$78.5K	2	0.02%	Increased
2738	CG Clarus Group Houston, Texas	$205K	-$50.4K	1	0.15%	Reduced
2739	BWG Balanced Wealth Group Westlake, Ohio	$204K	+$182K	1	0.11%	New
2740	CFO Collective Family Office York, Pennsylvania	$204K	+$182K	1	0.07%	New
2741	PI Pettee Investors Rowayton, Connecticut	$204K	+$192K	1	0.09%	New
2742	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$204K	+$79	2	0.05%	Increased
2743	WRM Weybosset Research & Management Province, Rhode Island	$203K	+$191K	1	0.07%	New
2744	LC Landaas & Company Milwaukee, Wisconsin	$203K	+$191K	1	0.08%	New
2745	KFS Kaizen Financial Strategies Campbell, California	$203K	+$184K	1	0.15%	New
2746	RI Redwood Investments Boston, Massachusetts	$203K	+$191K	1	0.05%	New
2747	HIM Hanlon Investment Management Egg Harbor Township, New Jersey	$203K	+$203K	1	0.06%	New
2748	BFA Buttonwood Financial Advisors Baltimore, Maryland	$202K	+$190K	1	0.11%	New
2749	Meiji Yasuda Life Insurance Tokyo, Japan	$202K	+$190K	1	0%	New
2750	Apella Capital West Hartford, Connecticut	$202K	-$77.8K	1	0.01%	Reduced