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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
2826	DCM Delaney Capital Management Toronto,	$655K	+$63.6K	1	0.1%	Increased
2827	LF LifePlan Financial Mankato, Minnesota	$655K	-$108K	1	0.46%	Reduced
2828	NG Navigation Group Redwood City, California	$654K	+$917	1	0.13%	Increased
2829	Twin Tree Management Dallas, Texas	$653K	-$2.02M	3	0.01%	Reduced
2830	MIM Meixler Investment Management Show Low, Arizona	$648K	+$238K	1	0.36%	Increased
2831	BCM Basso Capital Management Stamford, Connecticut	$647K	+$626K	1	0.14%	New
2832	WR WD Rutherford Portland, Oregon	$647K	+$297K	2	0.23%	Increased
2833	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$647K	-$64.1K	1	0.06%	Reduced
2834	RCA Ranch Capital Advisors Sarasota, Florida	$646K	+$83.3K	2	0.2%	Increased
2835	TCM Thoma Capital Management Towson, Maryland	$646K	+$199K	1	0.34%	Increased
2836	AFM Aspetuck Financial Management Westport, Connecticut	$645K	+$103K	1	0.38%	Increased
2837	SN Sittner & Nelson Eugene, Oregon	$644K	-$168K	4	0.2%	Reduced
2838	HCP Hexagon Capital Partners Rogers, Arkansas	$642K	+$670K	2	0.09%	New
2839	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$641K	-$891K	1	0.03%	Reduced
2840	PIMG Patriot Investment Management Group Knoxville, Tennessee	$641K	-$42.7K	1	0.04%	Reduced
2841	SWP Summit Wealth Partners Orlando, Florida	$641K	+$59.4K	2	0.09%	Increased
2842	EWM Elevatus Welath Management Victor, New York	$640K	+$93.7K	1	0.16%	Increased
2843	PCM Prelude Capital Management New York	$639K	-$739K	2	0.05%	Reduced
2844	Catalyst Capital Advisors Huntington, New York	$639K	-$1.28K	1	0.01%	Reduced
2845	PWA Phoenix Wealth Advisors Chapel Hill, North Carolina	$636K	+$215K	2	0.21%	Increased
2846	BPW BlueDoor Private Wealth Beverly, Massachusetts	$635K	-$273K	1	0.27%	Reduced
2847	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$634K	-$29.8K	2	0.06%	Reduced
2848	BWM Blossom Wealth Management San Ramon, Ca, California	$633K	-$18.1K	1	0.89%	Reduced
2849	PAM PCG Asset Management Gladstone, New Jersey	$631K	$0	1	0.45%	Maintained
2850	CIA Cape Investment Advisory Mcdonough, Georgia	$630K	+$78.6K	4	0.17%	Increased