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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	BA BCM Advisors Lafayette, Louisiana	$345K	$0	1	0.19%	Maintained
1802	CPO Cerity Partners OCIO New York	$344K	-$8.06K	1	0.02%	Reduced
1803	HMS Hanseatic Management Services Albuquerque, New Mexico	$344K	-$396K	1	0.3%	Reduced
1804	BFC Bedel Financial Consulting Indianapolis, Indiana	$343K	-$4.62K	4	0.25%	Reduced
1805	Valmark Advisers Akron, Ohio	$342K	+$31.1K	1	0.01%	Increased
1806	Miracle Mile Advisors Los Angeles, California	$339K	$0	1	0.03%	Maintained
1807	SCM Salem Capital Management Woburn, Massachusetts	$338K	$0	1	0.18%	Maintained
1808	DCM Dynamic Capital Management St. Helier, Jersey	$337K	+$157K	1	0.54%	Increased
1809	CPC Congress Park Capital Saratoga Springs, New York	$336K	$0	1	0.32%	Maintained
1810	HI Hudock Inc Williamsport, Pennsylvania	$336K	-$192K	5	0.13%	Reduced
1811	LF Lee Financial Dallas, Texas	$336K	-$37.7K	3	0.08%	Reduced
1812	SAM SP Asset Management Cupertino, California	$333K	+$327K	1	0.09%	New
1813	BO BRR OpCo Columbus, Ohio	$332K	-$48.6K	1	0.09%	Reduced
1814	IWMA Ironwood Wealth Management (Arizona) Chandler, Arizona	$329K	+$327K	1	0.31%	New
1815	JT Jump Trading Chicago, Illinois	$329K	+$353K	1	0.03%	New
1816	SLA Silver Lake Advisory Cottonwood Heights, Utah	$329K	-$4.23K	1	0.26%	Reduced
1817	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$326K	+$95.9K	2	0.22%	Increased
1818	WPA Winning Points Advisors Boca Raton, Florida	$325K	$0	1	0.26%	Maintained
1819	EMG ETF Managers Group Summit, New Jersey	$324K	+$373K	4	0.02%	Increased
1820	Pzena Investment Management New York	$321K	+$26.2K	1	0%	Increased
1821	AB Atlas Brown Louisville, Kentucky	$319K	$0	1	0.07%	Maintained
1822	VNA Valley National Advisers Bethlehem, Pennsylvania	$319K	+$2.31K	3	0.12%	Increased
1823	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$318K	+$13.2K	1	0.08%	Increased
1824	Arax Advisory Partners Denver, Colorado	$317K	+$20.3K	3	0.14%	Increased
1825	BCM Bourgeon Capital Management Darien, Connecticut	$317K	$0	1	0.17%	Maintained