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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	CG Cutler Group San Francisco, California	$109K	-$119K	3	0.02%	Reduced
2852	Vaughan Nelson Investment Management Houston, Texas	$108K	$0	1	0%	Maintained
2853	FPF First Pacific Financial Vancouver, Washington	$107K	+$107K	1	0.05%	New
2854	DI Disciplined Investments Tulsa, Oklahoma	$107K	-$84.5K	7	0.06%	Reduced
2855	Erste Asset Management Vienna, Austria	$104K	+$21.2K	2	0%	Increased
2856	NC NewSquare Capital Newtown Square, Pennsylvania	$103K	$0	3	0.01%	Maintained
2857	CFS CGC Financial Services Lake Oswego, Oregon	$102K	+$103K	2	0.07%	New
2858	VCM Versant Capital Management Phoenix, Arizona	$101K	-$13.1K	6	0.03%	Reduced
2859	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$98.8K	+$342	3	0.08%	Increased
2860	DCM Disciplina Capital Management Nashville, Tennessee	$97.5K	+$97.1K	1	0.02%	New
2861	Loomis, Sayles & Company Boston, Massachusetts	$97K	+$1.54K	3	0%	Increased
2862	FWA FSC Wealth Advisors Fishkill, New York	$92.1K	$0	3	0.08%	Maintained
2863	AFS Annapolis Financial Services Annapolis, Maryland	$88.2K	+$1.66K	2	0.03%	Increased
2864	FSWA Financial Synergies Wealth Advisors Houston, Texas	$83K	-$44.6K	2	0.01%	Reduced
2865	LSA Lansing Street Advisors Ambler, Pennsylvania	$82.7K	+$392	2	0.05%	Increased
2866	RF Robbins Farley Bedford, New Hampshire	$80K	-$21.8K	2	0.06%	Reduced
2867	RA Rise Advisors Rochester, New York	$78.8K	-$48.4K	3	0.06%	Reduced
2868	ME McIlrath & Eck Arlington, Washington	$78.2K	-$3.55K	4	0.02%	Reduced
2869	EL EMFO LLC Weston, Florida	$77.6K	$0	1	0.07%	Maintained
2870	MCA Maryland Capital Advisors Chester, Maryland	$76.7K	$0	2	0.06%	Maintained
2871	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$76.6K	$0	2	0.08%	Maintained
2872	LJHT Laurie J. Hall Trustee	$75K	$0	1	0.03%	Maintained
2873	SFG Steward Financial Group Colleyville, Texas	$74K	+$522	2	0.02%	Increased
2874	CPG Cornerstone Planning Group Fairfield, New Jersey	$73.7K	+$73.5K	3	0.03%	New
2875	MUFG Securities EMEA London, United Kingdom	$73.5K	-$20.1K	1	0%	Reduced