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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
3251	BI Breachway Investments Charlestown, Rhode Island	$440K	-$24.5K	1	0.42%	Reduced
3252	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$440K	-$795	2	0.12%	Reduced
3253	TIP Tandem Investment Partners Bordentown, New Jersey	$439K	-$34.8K	1	0.37%	Reduced
3254	CG Clarus Group Houston, Texas	$439K	+$199	1	0.16%	Increased
3255	HBS Howard Bailey Securities Fort Wayne, Indiana	$439K	-$13.7K	1	0.18%	Reduced
3256	SCM Stonebridge Capital Management Los Angeles, California	$439K	+$452K	1	0.2%	New
3257	ODIJL One Day In July LLC Burlington, Vermont	$438K	+$17.5K	1	0.04%	Increased
3258	OPA Old Port Advisors Portland, Maine	$438K	+$8.35K	1	0.1%	Increased
3259	OCFG O'Connor Financial Group Quincy, Illinois	$437K	+$2.98K	1	0.18%	Increased
3260	SDH Sloy Dahl & Holst Vancouver, Washington	$437K	$0	1	0.06%	Maintained
3261	BFF Byrne Financial Freedom Franklin, Massachusetts	$436K	+$5.96K	1	0.21%	Increased
3262	MCA Magnolia Capital Advisors Jackson, Mississippi	$436K	+$66.2K	1	0.09%	Increased
3263	RAM Redmond Asset Management Henrico, Virginia	$435K	-$222K	1	0.12%	Reduced
3264	ATC Adirondack Trust Company Saratoga Springs, New York	$434K	-$44.3K	3	0.15%	Reduced
3265	CCA Cooper Capital Advisors Encinitas, California	$433K	-$162K	1	0.3%	Reduced
3266	SWM SFG Wealth Management Towson, Maryland	$432K	+$136K	1	0.18%	Increased
3267	AIS AM Investment Strategies Chattanooga, Tennessee	$431K	-$617K	1	0.09%	Reduced
3268	WAOI Wealth Advisors of Iowa West Des Moines, Iowa	$431K	+$1.99K	1	0.13%	Increased
3269	VPF Vantage Point Financial Lisle, Illinois	$431K	+$218K	2	0.15%	Increased
3270	USWIA UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania	$430K	-$13.7K	1	0.27%	Reduced
3271	UIA Ulland Investment Advisors Minneapolis, Minnesota	$430K	$0	1	0.37%	Maintained
3272	MWP Meridian Wealth Partners Exton, Pennsylvania	$430K	+$56.1K	1	0.06%	Increased
3273	ANC Ames National Corp Ames, Iowa	$430K	$0	1	0.26%	Maintained
3274	LC Lawood & Co Williamsport, Pennsylvania	$429K	$0	1	0.4%	Maintained
3275	LHP Lexington Hill Partners Dallas, Texas	$429K	+$108K	1	0.24%	Increased