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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
2776	TDC Thompson Davis & Co Richmond, Virginia	$209K	$0	1	0.24%	Maintained
2777	BIM Bullseye Investment Management Cincinnati, Ohio	$209K	-$16.6K	1	0.15%	Reduced
2778	C CEDRUS Littleton, Colorado	$208K	-$13.2K	1	0.15%	Reduced
2779	KFA Kelleher Financial Advisors New York	$208K	+$208K	1	0.12%	New
2780	SCM Sterneck Capital Management Kansas City, Missouri	$207K	$0	1	0.13%	Maintained
2781	LFA Landmark Financial Advisors Bowling Green, Kentucky	$207K	-$20.2K	1	0.08%	Reduced
2782	SOAMC Spirit of America Management Corp Syosset, New York	$206K	$0	1	0.05%	Maintained
2783	CIA Compass Ion Advisors Conshohocken, Pennsylvania	$206K	+$907	1	0.05%	Increased
2784	EA Ergawealth Advisors Oak Brook, Illinois	$206K	$0	1	0.14%	Maintained
2785	UCMOK United Capital Management of KS Salina, Kansas	$206K	+$979	1	0.07%	Increased
2786	MSA McAlister Sweet & Associates Houston, Texas	$205K	+$205K	1	0.18%	New
2787	OCFG O'Connor Financial Group Quincy, Illinois	$205K	+$685	1	0.14%	Increased
2788	THL Tillman Hartley LLC Denver, Colorado	$205K	$0	1	0.08%	Maintained
2789	TCBWMS Texas Capital Bank Wealth Management Services Dallas, Texas	$204K	$0	1	0.02%	Maintained
2790	EWM Endowment Wealth Management Appleton, Wisconsin	$203K	+$490	1	0.19%	Increased
2791	SSWM Strait & Sound Wealth Management San Francisco, California	$203K	+$783	1	0.2%	Increased
2792	D Diversified Wilmington, Delaware	$203K	$0	1	0.05%	Maintained
2793	BFG Bouchey Financial Group Troy, New York	$203K	+$203K	1	0.02%	New
2794	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$203K	+$203K	2	0.06%	New
2795	FA Faithward Advisors Lancaster, Pennsylvania	$202K	-$358K	1	0.05%	Reduced
2796	HT Headlands Technologies Chicago, Illinois	$202K	-$12.2K	6	0.06%	Reduced
2797	SPA Sentinel Pension Advisors Wakefield, Massachusetts	$201K	+$201K	1	0.05%	New
2798	SAF Smith Anglin Financial Dallas, Texas	$201K	-$4.5K	1	0.02%	Reduced
2799	SWG Summit Wealth Group White River Junction, Vermont	$201K	+$199K	1	0.08%	Increased
2800	SIA Sage Investment Advisers Wappingers Falls, New York	$201K	$0	1	0.27%	Maintained