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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
3751	ANBOT American National Bank of Texas Richardson, Texas	$207K	+$9.53K	1	0.19%	Increased
3752	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$206K	-$9.92M	1	0.03%	Reduced
3753	ITB Idaho Trust Bank Boise, Idaho	$206K	-$21.1K	1	0.06%	Reduced
3754	FFIC First Fiduciary Investment Counsel Cleveland, Ohio	$206K	+$199K	1	0.04%	New
3755	BPFA Barnes Pettey Financial Advisors Clarksdale, Mississippi	$206K	-$9.17K	1	0.06%	Reduced
3756	TDC Thompson Davis & Co Richmond, Virginia	$205K	-$47.9K	1	0.12%	Reduced
3757	SMWM Silvia McColl Wealth Management San Diego, California	$205K	-$18.3K	1	0.12%	Reduced
3758	TS TradeWell Securities Fort Wayne, Indiana	$205K	$0	1	0.07%	Maintained
3759	AI Axecap Investments Mason, Ohio	$205K	-$7.63M	1	0.11%	Reduced
3760	HCM Hutchinson Capital Management San Rafael, California	$205K	+$198K	1	0.04%	New
3761	PPW Pasadena Private Wealth Pasadena, California	$205K	-$15.8K	1	0.03%	Reduced
3762	PAG Powers Advisory Group Highland, Illinois	$204K	+$367	1	0.06%	Increased
3763	LCS Levin Capital Strategies New York	$204K	-$568K	1	0.01%	Reduced
3764	AFA American Financial Advisors Marietta, Georgia	$204K	-$57.8K	1	0.02%	Reduced
3765	CMAI Capital Management Associates Inc Minneapolis, Minnesota	$203K	+$33.7K	1	0.04%	Increased
3766	E Entelevest Coral Gables, Florida	$203K	-$15.3K	1	0.17%	Reduced
3767	SS STG Securities New York	$203K	+$230K	1	0.01%	New
3768	CF Carlson Financial Canby, Oregon	$203K	-$8.44K	1	0.1%	Reduced
3769	SAM Seelaus Asset Management Chatham, New Jersey	$203K	$0	1	0.14%	Maintained
3770	AM Atwater Malick Lancaster, Pennsylvania	$202K	+$196K	1	0.04%	New
3771	Armistice Capital New York	$202K	+$229K	1	0%	New
3772	SF Slagle Financial Edwardsville, Illinois	$202K	+$3.48K	1	0.06%	Increased
3773	HI Human Investing Lake Oswego, Oregon	$202K	-$44K	1	0.03%	Reduced
3774	CPG Cornerstone Planning Group Fairfield, New Jersey	$201K	-$8.85K	5	0.03%	Reduced
3775	MGI Miller Global Investments Dallas, Texas	$201K	+$24.7K	2	0.17%	Increased