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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
1801	SHJ Sharkey, Howes & Javer Denver, Colorado	$208K	$0	1	0.12%	Maintained
1802	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$207K	+$203K	1	0.15%	New
1803	RIA RPG Investment Advisory Pleasanton, California	$207K	+$201K	2	0.06%	New
1804	PV Private Vista Chicago, Illinois	$204K	+$199K	1	0.05%	New
1805	OFW Omnia Family Wealth Aventura, Florida	$203K	+$12.4K	3	0.1%	Increased
1806	PHK Point72 Hong Kong Hong Kong	$203K	-$85.1K	3	0.21%	Reduced
1807	WAM Weatherly Asset Management Del Mar, California	$203K	+$198K	1	0.06%	New
1808	GIM Greystone Investment Management Cincinnati, Ohio	$201K	+$196K	1	0.1%	New
1809	TFO Tarbox Family Office Newport Beach, California	$200K	$0	3	0.1%	Maintained
1810	WPA West Paces Advisors Atlanta, Georgia	$198K	$0	3	0.16%	Maintained
1811	DA Denali Advisors San Diego, California	$184K	-$1.01M	1	0.03%	Reduced
1812	MCF Advisors Covington, Kentucky	$184K	-$16.7K	3	0.04%	Reduced
1813	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$180K	+$177K	5	0.18%	New
1814	JFA JNBA Financial Advisors Bloomington, Minnesota	$179K	$0	4	0.04%	Maintained
1815	BI Boulegeris Investments Sandy Springs, Georgia	$175K	+$6.21K	1	0.1%	Increased
1816	ED Exane Derivatives Paris, France	$174K	+$122K	3	0.04%	Increased
1817	AOWM Alpha Omega Wealth Management Richmond, Virginia	$171K	$0	2	0.09%	Maintained
1818	HRC Hoertkorn Richard Charles	$167K	$0	1	0.11%	Maintained
1819	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$166K	$0	1	0.06%	Maintained
1820	SIA SeaBridge Investment Advisors Summit, New Jersey	$163K	$0	1	0.04%	Maintained
1821	VCM Versant Capital Management Phoenix, Arizona	$161K	-$3.62K	7	0.09%	Reduced
1822	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$157K	-$18.3K	1	0.11%	Reduced
1823	RAM Riggs Asset Management Dallas, Pennsylvania	$155K	-$4K	2	0.07%	Reduced
1824	TDC Thompson Davis & Co Richmond, Virginia	$155K	-$549K	3	0.25%	Reduced
1825	Balentine LLC Atlanta, Georgia	$154K	$0	2	0.01%	Maintained