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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	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$487K	-$52.4K	2	0.11%	Reduced
1802	PCM Pennsylvania Capital Management Huntingdon Valley, Pennsylvania	$486K	-$314K	1	0.38%	Reduced
1803	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$485K	-$7.97K	2	0.12%	Reduced
1804	IF Ironwood Financial Tucson, Arizona	$485K	$0	1	0.24%	Maintained
1805	JMFC J.M. Forbes & Co Boston, Massachusetts	$483K	-$22.6K	1	0.08%	Reduced
1806	SAM S.A. Mason Holland, Michigan	$480K	+$11.4K	2	0.46%	Increased
1807	AFP Ausdal Financial Partners Davenport, Iowa	$479K	+$119K	1	0.12%	Increased
1808	IC Intersect Capital San Ramon, California	$478K	+$262K	2	0.13%	Increased
1809	MCM Maryland Capital Management Towson, Maryland	$477K	+$504K	1	0.04%	New
1810	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$477K	-$26.2K	1	0.25%	Reduced
1811	GIM Groesbeck Investment Management Paramus, New Jersey	$476K	$0	1	0.89%	Maintained
1812	ED Exane Derivatives Paris, France	$475K	+$489K	3	0.14%	Increased
1813	CWA Clarus Wealth Advisors Peoria, Arizona	$475K	+$183	1	0.37%	Increased
1814	GAAM Guinness Atkinson Asset Management Pasadena, California	$475K	+$76.6K	1	0.29%	Increased
1815	APW Acima Private Wealth Richmond, Virginia	$473K	-$60.9K	3	0.29%	Reduced
1816	JIC Joel Isaacson & Co New York	$472K	-$80.7K	1	0.06%	Reduced
1817	BI Ballast Inc Lexington, Kentucky	$471K	-$140	2	0.27%	Reduced
1818	EML Eos Management LP New York	$469K	$0	1	0.19%	Maintained
1819	VI Versor Investments New York	$469K	-$1.96M	2	0.04%	Reduced
1820	LCM LVM Capital Management Portage, Michigan	$468K	-$303K	1	0.09%	Reduced
1821	FAM Formidable Asset Management Cincinnati, Ohio	$464K	-$4.63K	1	0.14%	Reduced
1822	AW Alpha Windward Westwood, Massachusetts	$460K	-$280K	2	0.33%	Reduced
1823	DA Doliver Advisors Houston, Texas	$459K	+$259K	2	0.23%	Increased
1824	CIM Cambria Investment Management Manhattan Beach, California	$455K	+$10.9K	1	0.17%	Increased
1825	LP LGL Partners Philadelphia, Pennsylvania	$455K	+$85.5K	1	0.27%	Increased