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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
1901	DWA Dorsey Wright & Associates Pasadena, California	$291K	-$1.75K	2	0.09%	Reduced
1902	HA Harfst & Associates Sheridan, Wyoming	$289K	+$51.1K	1	0.14%	Increased
1903	KC Knuff & Co Foster City, California	$289K	+$338K	1	0.28%	New
1904	NFG Nations Financial Group Cedar Rapids, Iowa	$289K	+$339K	1	0.23%	New
1905	JCM Jag Capital Management St Louis, Missouri	$288K	$0	1	0.06%	Maintained
1906	DA Doliver Advisors Houston, Texas	$287K	+$150K	1	0.14%	Increased
1907	BlueCrest Capital Management St Helier, Jersey	$286K	-$5.87M	1	0.01%	Reduced
1908	BLAM Bourne Lent Asset Management Pawling, New York	$283K	+$52.9K	1	0.17%	Increased
1909	KWMG King Wealth Management Group Naples, Florida	$283K	-$2.98K	1	0.1%	Reduced
1910	BO BRR OpCo Columbus, Ohio	$282K	-$86.5K	1	0.06%	Reduced
1911	WPA Winning Points Advisors Boca Raton, Florida	$282K	$0	1	0.24%	Maintained
1912	FNT First Nebraska Trust Lincoln, Nebraska	$282K	$0	1	0.06%	Maintained
1913	BFA Brendel Financial Advisors Hanover, New Hampshire	$281K	+$329K	1	0.32%	New
1914	IWMA Ironwood Wealth Management (Arizona) Chandler, Arizona	$280K	$0	1	0.27%	Maintained
1915	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$279K	+$50.4K	1	0.15%	Increased
1916	CPO Cerity Partners OCIO New York	$278K	-$11.2K	1	0.02%	Reduced
1917	VCM Virtue Capital Management Brentwood, Tennessee	$278K	-$199K	1	0.13%	Reduced
1918	Plancorp LLC Saint Louis, Missouri	$277K	+$30.7K	1	0.13%	Increased
1919	RA Rational Advisors Huntington, New York	$276K	-$4.77M	3	0.09%	Reduced
1920	RFG Advisory Birmingham, Alabama	$275K	-$82.4K	1	0.07%	Reduced
1921	ACA Ackerman Capital Advisors Dallas, Texas	$274K	+$320K	1	0.02%	New
1922	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$274K	+$1.8K	1	0.28%	Increased
1923	AWM AllSquare Wealth Management Albany, New York	$274K	-$37.3K	2	0.23%	Reduced
1924	Pathstone Family Office Englewood, New Jersey	$272K	+$238K	2	0.08%	Increased
1925	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$270K	+$175K	2	0.18%	Increased