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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
3151	SAF Smith Anglin Financial Dallas, Texas	$217K	+$207K	1	0.02%	New
3152	RRCM Rappaport Reiches Capital Management Skokie`, Illinois	$217K	+$202K	1	0.05%	New
3153	HP Holistic Planning Nacogdoches, Texas	$217K	+$207K	1	0.07%	New
3154	LPAM Lodestar Private Asset Management Alamo, California	$216K	+$207K	1	0.03%	New
3155	AWM Ariadne Wealth Management Santa Barbara, California	$216K	-$74.8K	1	0.11%	Reduced
3156	VW Vance Wealth Santa Clarita, California	$216K	+$207K	1	0.08%	New
3157	RFA Rollins Financial Advisors New York City, New York	$216K	$0	1	0.04%	Maintained
3158	Facet Wealth Inc Baltimore, Maryland	$216K	-$23.6K	1	0.01%	Reduced
3159	RSS Rosenblum Silverman Sutton San Francisco, California	$215K	+$206K	1	0.06%	New
3160	WAOI Wealth Advisors of Iowa West Des Moines, Iowa	$215K	+$206K	1	0.09%	New
3161	MW Members Wealth Media, Pennsylvania	$215K	+$380	1	0.16%	Increased
3162	B Birchbrook Bangor, Maine	$215K	$0	3	0.12%	Maintained
3163	MCM MontVue Capital Management Lynchburg, Virginia	$215K	+$205K	1	0.17%	New
3164	SLC Second Line Capital Metairie, Louisiana	$214K	+$205K	1	0.06%	New
3165	SAM Secure Asset Management Troy, Michigan	$213K	-$135K	1	0.04%	Reduced
3166	LAM Lifestyle Asset Management Friendswood, Texas	$212K	+$203K	1	0.12%	New
3167	KPWG KFA Private Wealth Group Tysons, Virginia	$212K	-$29.5K	1	0.07%	Reduced
3168	Private Management Group Irvine, California	$212K	+$203K	1	0.01%	New
3169	MIM Meridiem Investment Management London, United Kingdom	$212K	$0	1	0%	Maintained
3170	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$211K	-$1.89M	1	0.18%	Reduced
3171	CFS Commonwealth Financial Services Vienna, West Virginia	$211K	+$202K	1	0.04%	New
3172	WCM Windsor Capital Management Phoenix, Arizona	$211K	+$202K	1	0.06%	New
3173	HC Headland Capital Mt. Pleasant, South Carolina	$210K	+$201K	1	0.07%	New
3174	A Argentarii Cincinnati, Ohio	$210K	+$201K	1	0.1%	New
3175	WB West Bancorporation West Des Moines, Iowa	$210K	-$1.26K	1	0.14%	Reduced