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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
3301	CSIA Carl Stuart Investment Advisor Austin, Texas	$223K	$0	1	0.11%	Maintained
3302	TF Trek Financial Scottsdale, Arizona	$223K	-$1.42M	1	0.01%	Reduced
3303	CYG Clean Yield Group Norwich, Vermont	$223K	+$739	3	0.07%	Increased
3304	WFA WMG Financial Advisors Knoxville, Tennessee	$222K	+$203K	1	0.08%	New
3305	AWP Abacus Wealth Partners Santa Monica, California	$222K	-$40.6K	1	0.03%	Reduced
3306	KAM KEB Asset Management Springfield, Illinois	$222K	+$1.33K	1	0.06%	Increased
3307	GA GoalVest Advisory New York	$222K	+$4.02K	3	0.05%	Increased
3308	GSIS Global Strategic Investment Solutions Scottsdale, Arizona	$222K	$0	1	0.02%	Maintained
3309	BF Brogan Financial Knoxville, Tennessee	$222K	+$983	1	0.1%	Increased
3310	RIS Richmond Investment Services Mequon, Wisconsin	$221K	+$202K	1	0.05%	New
3311	Dai-ichi Life Insurance Company Tokyo, Japan	$221K	+$225K	1	0.01%	New
3312	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$221K	-$6.66K	1	0.24%	Reduced
3313	BAM Broyhill Asset Management Charlotte, North Carolina	$220K	$0	1	0.2%	Maintained
3314	SMA Seven Mile Advisory Ewing, New Jersey	$220K	+$201K	1	0.13%	New
3315	LGW Leslie Global Wealth Itasca, Illinois	$220K	+$201K	1	0.12%	New
3316	LWM LongView Wealth Management Atlanta, Georgia	$219K	-$5.33K	1	0.07%	Reduced
3317	GVCM Global View Capital Management Waukesha, Wisconsin	$219K	+$200K	1	0.07%	New
3318	SFC Strategic Financial Concepts San Antonio, Texas	$219K	+$200K	1	0.03%	New
3319	GWWM Great Waters Wealth Management Shoreview, Minnesota	$219K	+$199K	1	0.03%	New
3320	AIM Allen Investment Management New York	$218K	+$199K	1	0%	New
3321	SIC Sterling Investment Counsel Buffalo, New York	$218K	-$29.5K	1	0.13%	Reduced
3322	B Birchbrook Bangor, Maine	$218K	$0	3	0.12%	Maintained
3323	TAM Townsend Asset Management Raleigh, North Carolina	$218K	+$199K	1	0.08%	New
3324	VCP Vista Capital Partners Portland, Oregon	$217K	+$1.48K	1	0.02%	Increased
3325	BCM Bayesian Capital Management Brooklyn, New York	$217K	-$3.74M	1	0.03%	Reduced