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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
3276	MAM MMA Asset Management Conshohocken, Pennsylvania	$373K	-$222K	1	0.12%	Reduced
3277	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$372K	+$577	1	0.13%	Increased
3278	BC Bayforest Capital London, United Kingdom	$372K	+$218K	3	0.34%	Increased
3279	LIP Lynch Investment Planning Newtown Square, Pennsylvania	$372K	$0	1	0.29%	Maintained
3280	TIM Tortoise Investment Management White Plains, New York	$372K	+$6.24K	1	0.03%	Increased
3281	TA TrueWealth Advisors Birmingham, Alabama	$372K	+$917	1	0.08%	Increased
3282	MFC Morris Financial Concepts Mount Pleasant, South Carolina	$371K	-$10.5K	1	0.11%	Reduced
3283	ACM Academy Capital Management Waco, Texas	$371K	$0	1	0.05%	Maintained
3284	GC Granville Capital Greensboro, North Carolina	$371K	-$10.5K	1	0.17%	Reduced
3285	LCM Leisure Capital Management Costa Mesa, California	$370K	-$7.34K	1	0.12%	Reduced
3286	AGC Aspen Grove Capital Avon, Colorado	$370K	$0	1	0.05%	Maintained
3287	SW SMART Wealth Omaha, Nebraska	$369K	-$360K	1	0.08%	Reduced
3288	CP Camelot Portfolios Maumee, Ohio	$369K	$0	1	0.26%	Maintained
3289	LWM LightSquare Wealth Management Bingham Farms, Michigan	$368K	+$13.4K	1	0.25%	Increased
3290	BIM Bullseye Investment Management Cincinnati, Ohio	$368K	$0	1	0.18%	Maintained
3291	HCM Hillman Capital Management Bethesda, Maryland	$367K	-$7.34K	1	0.27%	Reduced
3292	FSA Financial Sense Advisors San Diego, California	$367K	-$22K	1	0.07%	Reduced
3293	VPW Vaquero Private Wealth Dallas, Texas	$366K	+$394K	2	0.08%	New
3294	KWM Kaydan Wealth Management Fenton, Michigan	$366K	+$353K	1	0.11%	New
3295	VR Vision Retirement Ridgewood, New Jersey	$366K	+$127K	4	0.09%	Increased
3296	RMF Red Mountain Financial Fort Collins, Colorado	$365K	-$58.1K	1	0.31%	Reduced
3297	IWM IMG Wealth Management Jacksonville, Florida	$365K	-$9.53K	3	0.2%	Reduced
3298	LAM Lotus Asset Management Nashville, Tennessee	$363K	+$351K	1	0.32%	New
3299	BWG Balanced Wealth Group Westlake, Ohio	$363K	+$52.4K	1	0.11%	Increased
3300	FC Financial Council Towson, Maryland	$363K	$0	1	0.12%	Maintained