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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
3001	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$16K	-$557K	1	0.01%	Reduced
3002	PWS Paragon Wealth Strategies Jacksonville, Florida	$15.7K	+$4.72K	2	0.02%	Increased
3003	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$15.4K	$0	1	0%	Maintained
3004	Independent Advisor Alliance Charlotte, North Carolina	$15.2K	-$3.11M	3	0.01%	Reduced
3005	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$14K	+$13.1K	1	0.01%	New
3006	HF Halpern Financial Ashburn, Virginia	$13.8K	$0	2	0.01%	Maintained
3007	MAM Marquette Asset Management Minneapolis, Minnesota	$13.8K	+$3.48K	1	0%	Increased
3008	PCA Providence Capital Advisors Charlotte, North Carolina	$13.1K	+$522	2	0%	Increased
3009	Baillie Gifford & Co Edinburgh, United Kingdom	$12.7K	$0	1	0%	Maintained
3010	GG Gleason Group Prospect, Kentucky	$12.3K	+$94	1	0%	Increased
3011	NMG New Millennium Group Sandy, Utah	$12.2K	$0	2	0.01%	Maintained
3012	KLWA Kelly Lawrence W & Associates Pasadens, California	$12.1K	$0	1	0%	Maintained
3013	Twin Tree Management Dallas, Texas	$12.1K	-$399K	1	0%	Reduced
3014	OIS Okabena Investment Services Minneapolis, Minnesota	$12K	+$11.5K	1	0.01%	New
3015	PCM Perritt Capital Management Chicago, Illinois	$11.3K	+$10.5K	1	0.01%	New
3016	BCM Blume Capital Management Berkeley, California	$11.1K	$0	1	0%	Maintained
3017	HC Hoese & Co Glencoe, Minnesota	$10K	-$2.35K	1	0.01%	Reduced
3018	SA SRH Advisors Salina, Kansas	$10K	$0	1	0.01%	Maintained
3019	EAM Eukles Asset Management Cincinnati, Ohio	$9K	$0	2	0.01%	Maintained
3020	FIA FNY Investment Advisers New York	$9K	-$191K	1	0.01%	Reduced
3021	CWM Consultiva Wealth Management San Juan, Puerto Rico	$7.72K	$0	1	0.2%	Maintained
3022	HWM HighMark Wealth Management St. Paul, Minnesota	$7.54K	+$5.22K	3	0.01%	Increased
3023	EA Evolution Advisers Richmond, Virginia	$7K	$0	1	0.01%	Maintained
3024	IFA Interactive Financial Advisors New Lenox, Illinois	$5.62K	$0	1	0%	Maintained
3025	DA Denali Advisors San Diego, California	$5.6K	$0	1	0%	Maintained