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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
2026	FA FCG Advisors Chatham, New Jersey	$273K	-$2.5K	1	0.06%	Reduced
2027	6M 6 Meridian Wichita, Kansas	$272K	-$225K	1	0.03%	Reduced
2028	DCM Dimension Capital Management Coral Gables, Florida	$272K	$0	1	0.09%	Maintained
2029	CHP Cable Hill Partners Portland, Oregon	$271K	+$59.2K	1	0.08%	Increased
2030	CS Capital Square Chattanooga, Tennessee	$270K	-$43.6K	1	0.28%	Reduced
2031	LFA Lighthouse Financial Advisors New Market, Maryland	$270K	+$652	1	0.1%	Increased
2032	VWA Visionary Wealth Advisors O'fallon, Illinois	$270K	+$26.1K	1	0.04%	Increased
2033	BCM Bienville Capital Management New York	$269K	-$184K	1	0.03%	Reduced
2034	Koshinski Asset Management Decatur, Illinois	$269K	-$1.36M	1	0.04%	Reduced
2035	Procyon Advisors Shelton, Connecticut	$269K	-$45.7K	1	0.15%	Reduced
2036	RDWM Red Door Wealth Management Memphis, Tennessee	$268K	-$70.4K	1	0.2%	Reduced
2037	RWM Reston Wealth Management Reston, Virginia	$268K	$0	1	0.17%	Maintained
2038	SB Sunflower Bank Dallas, Texas	$268K	+$284K	1	0.11%	New
2039	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$266K	-$11.4K	3	0.03%	Reduced
2040	SW SkyOak Wealth Southfield, Michigan	$266K	-$62.9K	1	0.1%	Reduced
2041	CIA Cascade Investment Advisors Oregon City, Oregon	$266K	$0	1	0.23%	Maintained
2042	IFS Ifrah Financial Services Little Rock, Arkansas	$265K	-$5.05K	1	0.1%	Reduced
2043	LBD Landsberg Bennett & Dubbaneh Punta Gorda, Florida	$265K	-$530K	1	0.05%	Reduced
2044	MC Mathes Company New York	$265K	$0	1	0.12%	Maintained
2045	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$265K	$0	2	0.14%	Maintained
2046	NI Nuance Investments Kansas City, Missouri	$265K	-$313K	1	0.01%	Reduced
2047	Krilogy Financial St. Louis, Missouri	$263K	+$1.46K	1	0.04%	Increased
2048	RHFI Reilly Herbert Faulkner III	$263K	-$15.4K	1	0.1%	Reduced
2049	SDAM Shulman DeMeo Asset Management Lake Success, New York	$262K	+$37.5K	1	0.09%	Increased
2050	ACM Ategra Capital Management Vienna, Virginia	$261K	+$276K	1	0.23%	New