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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
2876	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$247K	-$35.1K	3	0.09%	Reduced
2877	AWP Accretive Wealth Partners Parsippany, New Jersey	$246K	-$25K	1	0.1%	Reduced
2878	OR Olympiad Research Stamford, Connecticut	$246K	-$199K	1	0.16%	Reduced
2879	RFA Rollins Financial Advisors New York City, New York	$245K	$0	1	0.04%	Maintained
2880	CIA Cape Investment Advisory Mcdonough, Georgia	$245K	+$6.5K	2	0.1%	Increased
2881	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$245K	-$798	2	1.23%	Reduced
2882	JCFM JBR Co Financial Management Ardmore, Oklahoma	$245K	$0	1	0.16%	Maintained
2883	RMF Red Mountain Financial Fort Collins, Colorado	$245K	$0	1	0.26%	Maintained
2884	AFC AFT Forsyth & Company West Palm Beach, Florida	$245K	$0	1	0.12%	Maintained
2885	Perpetual Ltd Sydney, New South Wales, Australia	$243K	$0	1	0%	Maintained
2886	Aristotle Capital Management Los Angeles, California	$243K	$0	1	0%	Maintained
2887	E Fund Management Guangzhou, China	$243K	$0	1	0.01%	Maintained
2888	AWP Abacus Wealth Partners Santa Monica, California	$242K	+$228K	1	0.04%	New
2889	HCM Harvey Capital Management Palm Beach, Florida	$242K	$0	1	0.06%	Maintained
2890	AIM Aspen Investment Management Grand Rapids, Michigan	$242K	$0	1	0.11%	Maintained
2891	PIAS PCA Investment Advisory Services Cincinnati, Ohio	$240K	$0	1	0.11%	Maintained
2892	Commerzbank Aktiengesellschaft Frankfurt, Germany	$240K	+$226K	1	0.01%	New
2893	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$240K	-$13.8K	3	0.05%	Reduced
2894	IAP Indie Asset Partners Carmel, Indiana	$239K	+$222K	1	0.18%	New
2895	FC Financial Council Towson, Maryland	$239K	+$225K	1	0.12%	New
2896	MWM MBE Wealth Management Tomah, Wisconsin	$239K	+$225K	1	0.13%	New
2897	ICA Infrastructure Capital Advisors New York	$238K	+$224K	1	0.03%	New
2898	KC Kades & Cheifetz Berwyn, Pennsylvania	$238K	+$224K	1	0.14%	New
2899	AGC Aspen Grove Capital Avon, Colorado	$238K	+$224K	1	0.05%	New
2900	SA Sunesis Advisors Overland Park, Kansas	$238K	+$224K	1	0.14%	New