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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
3601	SCA Sulzberger Capital Advisors Miami, Florida	$270K	$0	1	0.28%	Maintained
3602	Alesco Advisors Pittsford, New York	$269K	$0	1	0.01%	Maintained
3603	NAMNJ NorthStar Asset Management (New Jersey) Hackettstown, New Jersey	$269K	-$44.5K	1	0.13%	Reduced
3604	TFS truNorth Financial Services Chambersburg, Pennsylvania	$269K	$0	1	0.28%	Maintained
3605	HIW Holos Integrated Wealth Kennett Square, Pennsylvania	$268K	$0	2	0.14%	Maintained
3606	AFA American Financial Advisors Marietta, Georgia	$268K	+$596	1	0.04%	Increased
3607	QPWM Quadrant Private Wealth Management Center Valley, Pennsylvania	$268K	+$13.8K	1	0.04%	Increased
3608	WTFG Wood Tarver Financial Group Boise, Idaho	$267K	+$596	1	0.07%	Increased
3609	ACA Arsenal Capital Advisors Conshohocken, Pennsylvania	$267K	+$19.5K	1	0.19%	Increased
3610	RIA Retirement Investment Advisors Oklahoma City, Oklahoma	$266K	$0	1	0.02%	Maintained
3611	TCG Transcendent Capital Group Edmond, Oklahoma	$266K	-$212K	1	0.12%	Reduced
3612	WCM Warburton Capital Management Tulsa, Oklahoma	$266K	+$3.07K	1	0.13%	Increased
3613	MC Matisse Capital Portland, Oregon	$265K	$0	1	0.11%	Maintained
3614	EFP Elser Financial Planning Indianapolis, Indiana	$265K	$0	1	0.01%	Maintained
3615	MWA Madson Wealth Advisors Santa Rosa, California	$265K	+$273K	1	0.22%	New
3616	HC Headland Capital Mt. Pleasant, South Carolina	$264K	+$5.96K	1	0.07%	Increased
3617	Betterment LLC New York	$264K	+$272K	1	0%	New
3618	TPWM Torrey-Payne Wealth Management Pasadena, California	$264K	$0	1	0.24%	Maintained
3619	HRC Hoertkorn Richard Charles	$263K	$0	1	0.22%	Maintained
3620	MKW Mullaney, Keating & Wright Middletown, Connecticut	$263K	$0	1	0.14%	Maintained
3621	SGI Swan Global Investments Durango, Colorado	$263K	+$16.9K	1	0.01%	Increased
3622	MIM Marshall Investment Management Littleton, Colorado	$263K	+$3.98K	1	0.13%	Increased
3623	TWM Triton Wealth Management Sun City, Arizona	$263K	+$259K	1	0.1%	New
3624	CB Chris Bulman Roseville, California	$263K	-$42.9K	1	0.12%	Reduced
3625	GCM Gallacher Capital Management Lone Tree, Colorado	$262K	+$265K	1	0.1%	New