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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	SEEDPG S.E.E.D. Planning Group Binghamton, New York	$454K	+$2.19K	1	0.33%	Increased
1827	BDF Balasa Dinverno & Foltz	$453K	-$326	1	0.04%	Reduced
1828	RIM Rampart Investment Management Hartford, Connecticut	$453K	-$875K	3	0.29%	Reduced
1829	Evergreen Capital Management Bellevue, Washington	$450K	+$8.22K	1	0.03%	Increased
1830	XF XML Financial Bethesda, Maryland	$450K	-$267K	1	0.14%	Reduced
1831	HI Hudock Inc Williamsport, Pennsylvania	$449K	-$29.9K	5	0.17%	Reduced
1832	OA Oxbow Advisors Austin, Texas	$448K	+$152K	1	0.06%	Increased
1833	TCI Wealth Advisors Tucson, Arizona	$448K	-$2.37K	5	0.18%	Reduced
1834	HWMG Hurlow Wealth Management Group Bloomington, Indiana	$447K	$0	1	0.41%	Maintained
1835	MIP Marietta Investment Partners Milwaukee, Wisconsin	$445K	$0	1	0.13%	Maintained
1836	BC Burleson & Co Petaluma, California	$444K	+$122	1	0.08%	Increased
1837	EPP ETF Portfolio Partners Leawood, Kansas	$443K	$0	1	0.23%	Maintained
1838	SCM Snow Capital Management Sewickley, Pennsylvania	$442K	$0	1	0.09%	Maintained
1839	FIM Fernwood Investment Management Quincy, Massachusetts	$440K	-$33.4K	1	0.21%	Reduced
1840	NF Nikulski Financial Bettendorf, Iowa	$440K	+$117K	1	0.28%	Increased
1841	IWP Insight Wealth Partners Plano, Texas	$439K	$0	1	0.42%	Maintained
1842	JC JBF Capital Aspen, Colorado	$439K	+$40.5K	1	0.07%	Increased
1843	OC Oakworth Capital Birmingham, Alabama	$437K	-$75.7K	3	0.07%	Reduced
1844	BW Bison Wealth Atlanta, Georgia	$436K	-$257K	1	0.26%	Reduced
1845	CIA CSat Investment Advisory Detroit, Michigan	$434K	+$43.2K	5	0.04%	Increased
1846	MCF Advisors Covington, Kentucky	$432K	-$2.68K	3	0.06%	Reduced
1847	HCM Hall Capital Management Barrington, Rhode Island	$429K	-$32.4K	1	0.34%	Reduced
1848	FWP FAS Wealth Partners Leawood, Kansas	$427K	+$1.52K	1	0.06%	Increased
1849	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$426K	-$4.26K	1	0.38%	Reduced
1850	Castleark Management Chicago, Illinois	$425K	$0	1	0.02%	Maintained