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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	SOAMC Spirit of America Management Corp Syosset, New York	$254K	$0	1	0.05%	Maintained
2852	RWM Revisor Wealth Management Akron, Ohio	$254K	+$239K	1	0.16%	New
2853	KWM KFG Wealth Management Granger, Indiana	$254K	+$246K	1	0.06%	New
2854	PCWA Pacific Capital Wealth Advisors Corona, California	$254K	-$30.5K	3	0.04%	Reduced
2855	EBWM Eagle Bluffs Wealth Management Columbia, Missouri	$253K	$0	1	0.14%	Maintained
2856	AW Avion Wealth The Woodlands, Texas	$252K	-$5.75K	5	0.07%	Reduced
2857	LEA Legacy Edge Advisors Syosset, New York	$252K	-$6.37K	1	0.04%	Reduced
2858	SWM SFG Wealth Management Towson, Maryland	$252K	-$147K	1	0.13%	Reduced
2859	GWA GGM Wealth Advisors Baltimore, Maryland	$252K	+$237K	1	0.11%	New
2860	OCFG O'Connor Financial Group Quincy, Illinois	$251K	-$1.71K	1	0.13%	Reduced
2861	NWAG Net Worth Advisory Group Sandy, Utah	$251K	+$236K	1	0.07%	New
2862	DA Drake & Associates Waukesha, Wisconsin	$251K	+$236K	1	0.08%	New
2863	SC Solstein Capital Menlo Park, California	$250K	$0	3	0.13%	Maintained
2864	HIM Hanlon Investment Management Egg Harbor Township, New Jersey	$250K	+$232K	1	0.07%	New
2865	RAG RIA Advisory Group Des Moines, Iowa	$250K	+$235K	1	0.09%	New
2866	FAM Flaharty Asset Management Clearwater, Florida	$249K	+$234K	2	0.04%	New
2867	BFG Bouchey Financial Group Troy, New York	$249K	+$2.28K	1	0.02%	Increased
2868	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$249K	-$5.25K	1	0.03%	Reduced
2869	NFA Northwest Financial Advisors Herndon, Virginia	$249K	+$235K	3	0.2%	New
2870	RIA Realta Investment Advisors Wilmington, Delaware	$249K	-$773K	1	0.11%	Reduced
2871	WB West Bancorporation West Des Moines, Iowa	$249K	+$7.62K	1	0.17%	Increased
2872	Kayne Anderson Rudnick Investment Management Los Angeles, California	$248K	-$1.21M	3	0%	Reduced
2873	SWM Stockman Wealth Management Billings, Montana	$248K	$0	1	0.04%	Maintained
2874	CP Camelot Portfolios Maumee, Ohio	$248K	-$8.83K	1	0.24%	Reduced
2875	HC Hamilton Capital Columbus, Ohio	$248K	+$234K	1	0.02%	New