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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
1551	EPP ETF Portfolio Partners Leawood, Kansas	$301K	-$128K	1	0.24%	Reduced
1552	FNB Farmers National Bank Danville, Kentucky	$300K	+$30.1K	1	0.09%	Increased
1553	JFA Johanson Financial Advisors Campbell, California	$299K	-$16.5K	1	0.32%	Reduced
1554	SWA Sutton Wealth Advisors Tampa, Florida	$298K	+$2.17K	5	0.27%	Increased
1555	CA Cornerstone Advisory Hunt Valley, Maryland	$298K	-$66	1	0.24%	Reduced
1556	SRC Shufro Rose & Co New York	$297K	+$52.7K	1	0.03%	Increased
1557	CPO Cerity Partners OCIO New York	$296K	+$6.83K	1	0.03%	Increased
1558	BHTS Bar Harbor Trust Services Ellsworth, Maine	$295K	-$20.6K	1	0.16%	Reduced
1559	WSC Wellington Shields & Co New York	$290K	$0	1	0.15%	Maintained
1560	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$289K	+$286K	1	0.22%	New
1561	DAM Delta Asset Management Memphis, Tennessee	$285K	$0	3	0.05%	Maintained
1562	IR Invictus RG Hamilton, Bermuda	$285K	+$64.4K	2	0.22%	Increased
1563	AWM Altavista Wealth Management Asheville, North Carolina	$279K	$0	1	0.15%	Maintained
1564	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$277K	$0	2	0.14%	Maintained
1565	SLA Silver Lake Advisory Cottonwood Heights, Utah	$277K	+$862	1	0.21%	Increased
1566	AIM Avity Investment Management Greenwich, Connecticut	$276K	-$40.5K	1	0.04%	Reduced
1567	KLWA Kelly Lawrence W & Associates Pasadens, California	$276K	-$56.2K	1	0.06%	Reduced
1568	Krilogy Financial St. Louis, Missouri	$276K	-$16.9K	3	0.09%	Reduced
1569	MFW Meristem Family Wealth Minnetonka, Minnesota	$276K	+$42K	1	0.12%	Increased
1570	NL NWAM LLC Mercer Island, Washington	$276K	+$286K	1	0.02%	New
1571	EM Endicott Management New York	$275K	-$889K	1	0.12%	Reduced
1572	RIA Regal Investment Advisors Kentwood, Michigan	$275K	+$41.3K	1	0.08%	Increased
1573	SCM Salem Capital Management Woburn, Massachusetts	$275K	$0	1	0.15%	Maintained
1574	Nuveen Fund Advisors Chicago, Illinois	$274K	-$84.9K	1	0.04%	Reduced
1575	VNA VNBTrust National Association Charlottesville, Virginia	$274K	$0	1	0.16%	Maintained