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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
2951	VF VitalStone Financial Shavano Park, Texas	$13K	-$21K	1	0.01%	Reduced
2952	GG Gleason Group Prospect, Kentucky	$12K	+$99	1	0%	Increased
2953	FIA FNY Investment Advisers New York	$12K	+$2.24K	2	0.01%	Increased
2954	Baillie Gifford & Co Edinburgh, United Kingdom	$12K	$0	1	0%	Maintained
2955	KLWA Kelly Lawrence W & Associates Pasadens, California	$11.8K	$0	1	0%	Maintained
2956	NMG New Millennium Group Sandy, Utah	$11.7K	$0	2	0.01%	Maintained
2957	PCA Providence Capital Advisors Charlotte, North Carolina	$11.4K	-$464	2	0%	Reduced
2958	PCM Perritt Capital Management Chicago, Illinois	$11K	$0	1	0.01%	Maintained
2959	BCM Blume Capital Management Berkeley, California	$10.8K	$0	1	0%	Maintained
2960	SA SRH Advisors Salina, Kansas	$10K	$0	1	0.01%	Maintained
2961	HC Hoese & Co Glencoe, Minnesota	$9.81K	$0	1	0.01%	Maintained
2962	DRS Deane Retirement Strategies New Orleans, Louisiana	$9.21K	-$2.04M	1	0.01%	Reduced
2963	EAM Eukles Asset Management Cincinnati, Ohio	$8.04K	$0	2	0%	Maintained
2964	CWM Consultiva Wealth Management San Juan, Puerto Rico	$7.54K	$0	1	0.19%	Maintained
2965	EA Evolution Advisers Richmond, Virginia	$7K	$0	1	0.01%	Maintained
2966	HF Halpern Financial Ashburn, Virginia	$6.87K	-$6.56K	1	0%	Reduced
2967	HWM HighMark Wealth Management St. Paul, Minnesota	$6.64K	$0	3	0.01%	Maintained
2968	DA Denali Advisors San Diego, California	$6.57K	$0	1	0%	Maintained
2969	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$6.17K	+$3.94K	1	0%	Increased
2970	CIR Clear Investment Research Alpharetta, Georgia	$4.99K	+$1.87K	1	0.01%	Increased
2971	HWM Horizons Wealth Management Asheville, North Carolina	$4.8K	$0	1	0%	Maintained
2972	MIM Macroview Investment Management Bethesda, Maryland	$4.75K	$0	1	0.01%	Maintained
2973	PFG Piershale Financial Group Barrington, Illinois	$4.62K	+$2.32K	1	0%	Increased
2974	HWP Highline Wealth Partners Sherman Oaks, California	$4.41K	+$387	2	0%	Increased
2975	M1FG Mach-1 Financial Group Rogers, Arkansas	$4.41K	+$6.89K	1	0.03%	New