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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
1826	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$52K	+$50.6K	1	0.07%	New
1827	TFO Tarbox Family Office Newport Beach, California	$50K	-$66	3	0.03%	Reduced
1828	RWM Raffa Wealth Management Washington, District of Columbia	$47.9K	+$28.6K	4	0.03%	Increased
1829	IDBONY Israel Discount Bank of New York New York	$44K	+$42.2K	1	0.04%	New
1830	DVM Dreman Value Management West Palm Beach, Florida	$43K	-$1.02M	1	0.02%	Reduced
1831	LF Lee Financial Dallas, Texas	$42K	+$40.6K	1	0.02%	New
1832	FPF FNY Partners Fund New York	$39K	+$38.1K	1	0%	New
1833	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$36K	$0	1	0.01%	Maintained
1834	DPA Delphi Private Advisors San Diego, California	$31K	-$2.29K	2	0.05%	Reduced
1835	Brinker Capital Investments Berwyn, Pennsylvania	$30K	+$12.1K	3	0%	Increased
1836	IWC Integrated Wealth Counsel Carmel, California	$29K	$0	1	0.06%	Maintained
1837	IP Isthmus Partners Madison, Wisconsin	$29K	+$11.2K	2	0.01%	Increased
1838	KLI Kelman-Lazarov Inc Memphis, Tennessee	$27.6K	$0	1	0.02%	Maintained
1839	CIA Cascade Investment Advisors Oregon City, Oregon	$27.4K	+$26.3K	1	0.02%	New
1840	RBC Roble Belko & Company Sewickley, Pennsylvania	$27K	+$12.6K	2	0.01%	Increased
1841	HCM Horrell Capital Management Little Rock, Arkansas	$25K	$0	2	0.02%	Maintained
1842	RFM Royal Fund Management Lady Lake, Florida	$24K	+$24.1K	3	0.01%	New
1843	NYLT New York Life Trust New York	$22K	-$15.6K	1	0.1%	Reduced
1844	CFA Camarda Financial Advisors Fleming Island, Florida	$21K	+$930	2	0.01%	Increased
1845	TCCM Timber Creek Capital Management Boston, Massachusetts	$21K	$0	1	0.02%	Maintained
1846	TCM TD Capital Management Memphis, Tennessee	$20K	$0	1	0.01%	Maintained
1847	FFW Fusion Family Wealth Woodbury, New York	$19K	+$18.6K	1	0.01%	New
1848	KPCM Kings Point Capital Management Great Neck, New York	$19K	-$24K	1	0%	Reduced
1849	NC NewSquare Capital Newtown Square, Pennsylvania	$19K	+$3.13K	2	0%	Increased
1850	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$18K	-$21.1K	1	0.01%	Reduced