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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
2751	TAM Titleist Asset Management San Antonio, Texas	$234K	+$14.6K	1	0.04%	Increased
2752	FSA Financial Security Advisor Virginia Beach, Virginia	$234K	+$517	1	0.08%	Increased
2753	MW Members Wealth Media, Pennsylvania	$233K	+$166K	1	0.16%	New
2754	SNS Financial Group Minneapolis, Minnesota	$233K	+$4.65K	1	0.03%	Increased
2755	QL Quarry LP New York	$233K	-$5.89K	6	0.07%	Reduced
2756	MIM MTM Investment Management Spartanburg, South Carolina	$233K	$0	1	0.1%	Maintained
2757	BFAG Blackston Financial Advisory Group The Villages, Florida	$233K	+$240K	1	0.13%	New
2758	SDH Sloy Dahl & Holst Vancouver, Washington	$232K	$0	1	0.05%	Maintained
2759	RFA Rollins Financial Advisors New York City, New York	$232K	$0	1	0.04%	Maintained
2760	SIGI Susquehanna International Group (Ireland) Dublin, Ireland	$232K	+$256K	1	0.06%	New
2761	AIA AIMZ Investment Advisors Los Altos, California	$231K	$0	1	0.08%	Maintained
2762	Destination Wealth Management Walnut Creek, California	$231K	-$77.8K	1	0.01%	Reduced
2763	T Tidemark San Diego, California	$231K	+$7.31K	2	0.11%	Increased
2764	AWA Arbor Wealth Advisors Troy, Michigan	$231K	$0	1	0.23%	Maintained
2765	ZF Zhang Financial Portage, Michigan	$230K	+$5.27K	1	0.02%	Increased
2766	VAM Verity Asset Management Durham, North Carolina	$230K	+$237K	1	0.09%	New
2767	SFC SYM Financial Corp Winona Lake, Indiana	$230K	+$240K	1	0.04%	New
2768	MIM Moseley Investment Management Bradenton, Florida	$229K	$0	1	0.11%	Maintained
2769	AIA Arbor Investment Advisors Winston Salem, North Carolina	$229K	$0	1	0.03%	Maintained
2770	CCP Clarkston Capital Partners Rochester, Michigan	$229K	$0	1	0%	Maintained
2771	ABLA Alan B. Lancz & Associates Toledo, Ohio	$229K	+$240K	1	0.23%	New
2772	JFA JNBA Financial Advisors Bloomington, Minnesota	$229K	$0	4	0.02%	Maintained
2773	PBO Peoples Bank (Ohio) Marietta, Ohio	$229K	-$11.9K	1	0.12%	Reduced
2774	KPWG KFA Private Wealth Group Tysons, Virginia	$229K	+$34.3K	1	0.12%	Increased
2775	BIM Bullseye Investment Management Cincinnati, Ohio	$228K	+$202K	1	0.15%	New