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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
2851	FNBOSM First National Bank of South Miami South Miami, Florida	$201K	-$3.16K	3	0.15%	Reduced
2852	SC Stephens Consulting Flint, Michigan	$201K	-$24.9K	2	0.13%	Reduced
2853	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$199K	-$2K	2	0.07%	Reduced
2854	MIM Meridiem Investment Management London, United Kingdom	$199K	$0	1	0.01%	Maintained
2855	GCA Greenwood Capital Associates Greenwood, South Carolina	$198K	+$215K	1	0.03%	New
2856	CFG CKW Financial Group Honolulu, Hawaii	$197K	-$18.8K	1	0.03%	Reduced
2857	SWM Sugarloaf Wealth Management Duluth, Georgia	$197K	+$16.1K	3	0.05%	Increased
2858	NF Norwood Financial Honesdale, Pennsylvania	$194K	$0	3	0.3%	Maintained
2859	RP Rowlandmiller & Partners Atlanta, Georgia	$186K	$0	1	0.05%	Maintained
2860	CA Corrado Advisors Ramsey, New Jersey	$185K	+$191K	2	0.13%	New
2861	N Numerai San Francisco, California	$182K	+$175K	1	0.12%	New
2862	Bogart Wealth LLC Mclean, Virginia	$181K	-$4.99K	4	0.01%	Reduced
2863	RWM Raffa Wealth Management Washington, District of Columbia	$181K	$0	4	0.07%	Maintained
2864	IRC Investors Research Corp Atlanta, Georgia	$181K	+$12.8K	4	0.05%	Increased
2865	TLA Tanglewood Legacy Advisors Houston, Texas	$174K	+$165K	2	0.12%	New
2866	TCWA Ten Capital Wealth Advisors Spokane, Washington	$173K	+$87.5K	3	0.07%	Increased
2867	WOSD WFA of San Diego San Diego, California	$171K	+$161K	3	0.13%	New
2868	HCA Heck Capital Advisors Rhinelander, Wisconsin	$169K	+$158K	1	0.03%	New
2869	AW Avion Wealth The Woodlands, Texas	$168K	$0	2	0.05%	Maintained
2870	LF Lee Financial Dallas, Texas	$167K	-$105K	3	0.03%	Reduced
2871	FFL Financial Freedom LLC Cincinnati, Ohio	$166K	+$158K	2	0.11%	New
2872	JEST JTC Employer Solutions Trustee St Helier, Jersey	$166K	$0	1	0.01%	Maintained
2873	DJSG D.J. St. Germain Springfield, Massachusetts	$165K	-$1.17M	4	0.06%	Reduced
2874	CYG Clean Yield Group Norwich, Vermont	$165K	$0	1	0.07%	Maintained
2875	PP PrairieView Partners St. Paul, Minnesota	$159K	+$6.76K	2	0.02%	Increased