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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	LWM Lakeridge Wealth Management Mentor, Ohio	$205K	+$460	1	0.13%	Increased
2852	FBT First Bank & Trust Brookings, South Dakota	$205K	+$190K	1	0.04%	New
2853	I2I Insight 2811 Inc Chicago, Illinois	$205K	+$197K	1	0.11%	New
2854	TDC Thompson Davis & Co Richmond, Virginia	$205K	-$9.21K	1	0.14%	Reduced
2855	SOAMC Spirit of America Management Corp Syosset, New York	$205K	$0	1	0.04%	Maintained
2856	LA Latitude Advisors Vero Beach, Florida	$205K	+$189K	1	0.13%	New
2857	CG CFO4Life Group Coppell, Texas	$205K	+$189K	1	0.04%	New
2858	ABN AMRO Investment Solutions Paris Cedex 008,	$204K	$0	1	0%	Maintained
2859	EBWM Eagle Bluffs Wealth Management Columbia, Missouri	$203K	+$188K	1	0.13%	New
2860	BFG Berger Financial Group Plymouth, Minnesota	$203K	+$195K	1	0.02%	New
2861	DFG Delta Financial Group Basking Ridge, New Jersey	$203K	+$188K	1	0.06%	New
2862	ETIA Epic Trust Investment Advisors Richland, Washington	$202K	-$31.8K	1	0.25%	Reduced
2863	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$201K	+$190K	1	0.03%	New
2864	WCAMG Woodard & Company Asset Management Group Bermuda Run, North Carolina	$201K	+$198K	1	0.05%	New
2865	Seizert Capital Partners Birmingham, Michigan	$201K	+$193K	1	0.01%	New
2866	VCP Vista Capital Partners Portland, Oregon	$201K	+$193K	1	0.03%	New
2867	OCFG O'Connor Financial Group Quincy, Illinois	$201K	+$186K	1	0.12%	New
2868	Armistice Capital New York	$201K	+$189K	1	0%	New
2869	NEWAS N.E.W. Advisory Services De Pere, Wisconsin	$200K	-$255K	1	0.02%	Reduced
2870	CP Castleview Partners Dallas, Texas	$200K	+$7.67K	2	0.11%	Increased
2871	CIA Cape Investment Advisory Mcdonough, Georgia	$200K	-$139K	2	0.09%	Reduced
2872	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$199K	-$16K	2	0.07%	Reduced
2873	RA Rational Advisors Huntington, New York	$199K	-$27.9K	2	0.02%	Reduced
2874	TCM Tradewinds Capital Management Bellingham, Washington	$199K	-$17.2K	2	0.05%	Reduced
2875	OP ORG Partners Roanoke, Indiana	$193K	-$297K	6	0.37%	Reduced