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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	SDH Sloy Dahl & Holst Vancouver, Washington	$226K	+$209K	1	0.05%	New
2777	DA Detalus Advisors St. Louis, Missouri	$226K	+$209K	1	0.08%	New
2778	SCM Semanteon Capital Management Newton, Massachusetts	$226K	+$223K	1	0.14%	New
2779	TW Traveka Wealth Los Altos, California	$226K	+$209K	1	0.1%	New
2780	AWA Arbor Wealth Advisors Troy, Michigan	$224K	+$207K	1	0.21%	New
2781	FGA Fortis Group Advisors Westwood, New Jersey	$224K	+$189K	2	0.04%	Increased
2782	AIA Arbor Investment Advisors Winston Salem, North Carolina	$223K	+$206K	1	0.03%	New
2783	CCP Clarkston Capital Partners Rochester, Michigan	$223K	+$206K	1	0%	New
2784	MCM McRae Capital Management Morristown, New Jersey	$222K	+$206K	1	0.05%	New
2785	SNS Financial Group Minneapolis, Minnesota	$222K	-$11.2K	1	0.02%	Reduced
2786	HIM Hanlon Investment Management Egg Harbor Township, New Jersey	$221K	+$12.9K	1	0.07%	Increased
2787	Apella Capital West Hartford, Connecticut	$221K	-$17.4K	1	0.01%	Reduced
2788	RFA Rollins Financial Advisors New York City, New York	$220K	$0	1	0.04%	Maintained
2789	BWA Burt Wealth Advisors North Bethesda, Maryland	$220K	+$203K	1	0.06%	New
2790	ZF Zhang Financial Portage, Michigan	$219K	+$202K	1	0.02%	New
2791	WPA Winning Points Advisors Boca Raton, Florida	$219K	$0	1	0.34%	Maintained
2792	NCM Northwest Capital Management Lake Oswego, Oregon	$219K	$0	4	0.07%	Maintained
2793	SCM Stonebridge Capital Management Los Angeles, California	$218K	+$201K	1	0.1%	New
2794	CP Covenant Partners Nashville, Tennessee	$218K	-$147K	1	0.06%	Reduced
2795	SCM Spreng Capital Management Bucyrus, Ohio	$218K	+$202K	1	0.12%	New
2796	ACP Arcus Capital Partners Atlanta, Georgia	$218K	+$1.08K	1	0.07%	Increased
2797	FI Finivi Inc Westborough, Massachusetts	$217K	+$201K	1	0.2%	New
2798	WCM Weik Capital Management Wyomissing, Pennsylvania	$217K	+$201K	1	0.09%	New
2799	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$217K	+$7.8K	2	1.17%	Increased
2800	TT TI-Trust Quincy, Illinois	$216K	+$200K	1	0.16%	New