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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
1651	IHT Wealth Management Chicago, Illinois	$315K	-$16K	3	0.21%	Reduced
1652	SOAMC Spirit of America Management Corp Syosset, New York	$314K	$0	1	0.03%	Maintained
1653	RIA Regal Investment Advisors Kentwood, Michigan	$313K	-$7.58K	1	0.08%	Reduced
1654	GCMG Gyroscope Capital Management Group Naples, Florida	$309K	-$270K	1	0.19%	Reduced
1655	AWM Altavista Wealth Management Asheville, North Carolina	$308K	$0	1	0.15%	Maintained
1656	FFA First Foundation Advisors Irvine, California	$307K	-$194K	1	0.02%	Reduced
1657	BA BKS Advisors Southfield, Michigan	$305K	+$10K	1	0.13%	Increased
1658	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$304K	$0	2	0.14%	Maintained
1659	SCM Salem Capital Management Woburn, Massachusetts	$304K	$0	1	0.17%	Maintained
1660	BCM Bluefin Capital Management New York	$303K	+$65.5K	1	0.04%	Increased
1661	SMC Smith, Moore & Co Clayton, Missouri	$303K	-$172K	1	0.11%	Reduced
1662	Krilogy Financial St. Louis, Missouri	$301K	$0	3	0.09%	Maintained
1663	FNB Farmers National Bank Danville, Kentucky	$300K	+$11.2K	1	0.18%	Increased
1664	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$300K	+$126K	2	0.3%	Increased
1665	SLA Silver Lake Advisory Cottonwood Heights, Utah	$299K	+$631	1	0.23%	Increased
1666	KWMG King Wealth Management Group Naples, Florida	$298K	+$14.4K	1	0.12%	Increased
1667	PGIM Pacific Global Investment Management Glendale, California	$298K	+$421	1	0.06%	Increased
1668	PL Parthenon LLC Louisville, Kentucky	$297K	-$10.2K	1	0.07%	Reduced
1669	Brookstone Capital Management Wheaton, Illinois	$294K	+$8.21K	1	0.03%	Increased
1670	MIM Midwest Investment Management Cleveland, Ohio	$294K	+$9.47K	1	0.25%	Increased
1671	MFW Meristem Family Wealth Minnetonka, Minnesota	$293K	+$14.7K	1	0.12%	Increased
1672	WPA Winning Points Advisors Boca Raton, Florida	$292K	$0	1	0.29%	Maintained
1673	PHK Point72 Hong Kong Hong Kong	$289K	+$162	2	0.38%	Increased
1674	RHFI Reilly Herbert Faulkner III	$288K	$0	1	0.18%	Maintained
1675	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$287K	+$14K	1	0.08%	Increased