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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
2801	MIM MTM Investment Management Spartanburg, South Carolina	$216K	+$201K	1	0.11%	New
2802	ASA Armstrong Shaw Associates New Canaan, Connecticut	$216K	+$201K	1	0.21%	New
2803	PP Patron Partners Houston, Texas	$216K	+$206K	1	0.16%	New
2804	SAF Smith Anglin Financial Dallas, Texas	$215K	+$200K	1	0.04%	New
2805	RA Rise Advisors Rochester, New York	$215K	+$1.68K	3	0.17%	Increased
2806	HCMG Howard Capital Management Group Los Angeles, California	$214K	+$199K	1	0.03%	New
2807	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$214K	-$1.6K	1	0.22%	Reduced
2808	EBA Eagle Bay Advisors New York	$214K	-$82.6K	3	0.12%	Reduced
2809	KFA Kelleher Financial Advisors New York	$214K	+$199K	1	0.16%	New
2810	RI Ridgewood Investments Springfield, New Jersey	$214K	+$199K	1	0.15%	New
2811	FWM FSA Wealth Management Needham, Massachusetts	$213K	-$44.1K	1	0.12%	Reduced
2812	SCM Sterneck Capital Management Kansas City, Missouri	$213K	-$77.3K	1	0.14%	Reduced
2813	FFA Fi3 Financial Advisors Indianapolis, Indiana	$213K	+$198K	1	0.12%	New
2814	IPW Inlet Private Wealth Jupiter, Florida	$213K	-$232K	1	0.05%	Reduced
2815	CFO Collective Family Office York, Pennsylvania	$212K	+$230K	1	0.1%	New
2816	GBA Garrison Bradford & Associates New York	$212K	+$198K	1	0.26%	New
2817	SOAMC Spirit of America Management Corp Syosset, New York	$212K	$0	1	0.05%	Maintained
2818	EA Ergawealth Advisors Oak Brook, Illinois	$212K	+$212K	1	0.19%	New
2819	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$211K	-$17.3K	1	0.04%	Reduced
2820	MFC Morris Financial Concepts Mount Pleasant, South Carolina	$211K	+$196K	1	0.17%	New
2821	AG Appleton Group Appleton, Wisconsin	$210K	+$200K	1	0.31%	New
2822	C CFO4Life Coppell, Texas	$209K	+$195K	1	0.04%	New
2823	CG CFO4Life Group Coppell, Texas	$209K	+$195K	1	0.04%	New
2824	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$209K	+$10.8K	4	0.08%	Increased
2825	BIM Bullseye Investment Management Cincinnati, Ohio	$209K	+$195K	1	0.17%	New