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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
3376	SF Sun Financial Midvale, Utah	$375K	-$14.5K	1	0.19%	Reduced
3377	BIM Bullseye Investment Management Cincinnati, Ohio	$374K	$0	1	0.2%	Maintained
3378	BWG Balanced Wealth Group Westlake, Ohio	$374K	+$349	1	0.13%	Increased
3379	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$372K	-$275K	2	0.92%	Reduced
3380	VCAM Van Cleef Asset Management Beachwood, Ohio	$372K	$0	1	0.04%	Maintained
3381	TIM Tortoise Investment Management White Plains, New York	$371K	+$14.5K	1	0.03%	Increased
3382	SFG Southern Financial Group Birmingham, Alabama	$371K	-$5.56K	1	0.1%	Reduced
3383	CL CSS LLC Chicago, Illinois	$370K	-$159K	1	0.02%	Reduced
3384	KLCM KG&L Capital Management Saint Francisville, Louisiana	$370K	-$210K	1	0.27%	Reduced
3385	AIM Allen Investment Management New York	$370K	+$84.1K	1	0%	Increased
3386	SHFA SC&H Financial Advisors Sparks, Maryland	$370K	+$691	1	0.06%	Increased
3387	FC Financial Council Towson, Maryland	$369K	$0	1	0.14%	Maintained
3388	CWG Crown Wealth Group Charlotte, North Carolina	$368K	+$7.95K	1	0.11%	Increased
3389	GB Goepper Burkhardt Greenville, South Carolina	$366K	-$211K	1	0.12%	Reduced
3390	CCA Carrera Capital Advisors Troy, Michigan	$365K	+$795	1	0.06%	Increased
3391	AW Atlas Wealth Cincinnati, Ohio	$363K	$0	1	0.11%	Maintained
3392	EPAM Evelyn Partners Asset Management London,	$362K	$0	3	0.09%	Maintained
3393	AIA AIMZ Investment Advisors Los Altos, California	$362K	$0	1	0.11%	Maintained
3394	LWM LightSquare Wealth Management Bingham Farms, Michigan	$360K	+$371K	1	0.27%	New
3395	AWM AAF Wealth Management Westborough, Massachusetts	$360K	-$4.57K	1	0.15%	Reduced
3396	LWP LFG Wealth Partners Elizabethtown, Kentucky	$358K	+$1.19K	1	0.22%	Increased
3397	DAM Diamant Asset Management Ridgefield, Connecticut	$357K	$0	1	0.26%	Maintained
3398	HFS Hughes Financial Services Herndon, Virginia	$356K	+$196K	7	0.05%	Increased
3399	HIA HTG Investment Advisors New Canaan, Connecticut	$356K	$0	1	0.1%	Maintained
3400	MFG Mosaic Financial Group Chicago, Illinois	$356K	+$1.19K	1	0.25%	Increased