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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	IRC Investors Research Corp Atlanta, Georgia	$171K	$0	4	0.04%	Maintained
2827	SC Stephens Consulting Flint, Michigan	$171K	-$3.35K	2	0.1%	Reduced
2828	SWM Sugarloaf Wealth Management Duluth, Georgia	$171K	-$17K	2	0.04%	Reduced
2829	NF Norwood Financial Honesdale, Pennsylvania	$171K	$0	3	0.27%	Maintained
2830	CSC Caldwell Sutter Capital Sausalito, California	$164K	+$44.5K	3	0.12%	Increased
2831	RWM Raffa Wealth Management Washington, District of Columbia	$164K	$0	4	0.06%	Maintained
2832	FFL Financial Freedom LLC Cincinnati, Ohio	$162K	+$788	2	0.12%	Increased
2833	JEST JTC Employer Solutions Trustee St Helier, Jersey	$161K	$0	1	0.02%	Maintained
2834	BAM Bellevue Asset Management Bellevue, Washington	$160K	-$141K	4	0.11%	Reduced
2835	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$160K	+$63.6K	1	4.3%	Increased
2836	AIP Ahrens Investment Partners Lafayette, Louisiana	$159K	+$159K	2	0.08%	New
2837	CYG Clean Yield Group Norwich, Vermont	$155K	-$4.92K	1	0.07%	Reduced
2838	OC Oakmont Corp Los Angeles, California	$151K	$0	1	0.02%	Maintained
2839	WAM Worth Asset Management Dallas, Texas	$149K	+$57	3	0.11%	Increased
2840	PP PrairieView Partners St. Paul, Minnesota	$149K	-$4.7K	2	0.02%	Reduced
2841	VWM Valley Wealth Managers Paramus, New Jersey	$146K	$0	2	0.01%	Maintained
2842	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$143K	-$7.36K	2	0.07%	Reduced
2843	CCM Carderock Capital Management Chevy Chase, Maryland	$140K	+$140K	1	0.05%	New
2844	MCM Magnolia Capital Management Cold Spring, New York	$139K	$0	1	0.13%	Maintained
2845	POIA Pin Oak Investment Advisors Houston, Texas	$136K	+$96K	1	0.17%	Increased
2846	FMP Financial Management Professionals Austin, Texas	$135K	+$19K	4	0.03%	Increased
2847	HRC Hoertkorn Richard Charles	$134K	$0	1	0.07%	Maintained
2848	CCA Column Capital Advisors Indianapolis, Indiana	$131K	+$9.12K	3	0.02%	Increased
2849	PA PSI Advisors Tampa, Florida	$130K	+$34.5K	3	0.06%	Increased
2850	RA Rise Advisors Rochester, New York	$129K	-$77.9K	3	0.1%	Reduced