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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
2051	IIC Ironwood Investment Counsel Scottsdale, Arizona	$326K	-$2.33K	1	0.12%	Reduced
2052	GCM Gunderson Capital Management Mt. Pleasant, South Carolina	$324K	+$306K	1	0.32%	New
2053	CYG Clean Yield Group Norwich, Vermont	$323K	+$224K	1	0.11%	Increased
2054	Gradient Investments Arden Hills, Minnesota	$322K	+$33.3K	3	0.02%	Increased
2055	LWM Liberty Wealth Management Oakland, California	$322K	+$78.9K	4	0.3%	Increased
2056	SAM SP Asset Management Cupertino, California	$322K	+$1.41K	1	0.08%	Increased
2057	Aspiriant LLC Los Angeles, California	$320K	+$581	1	0.03%	Increased
2058	COI Capital One Investing Mclean, Virginia	$320K	$0	1	0.07%	Maintained
2059	PL Parthenon LLC Louisville, Kentucky	$320K	$0	1	0.07%	Maintained
2060	RWM Reston Wealth Management Reston, Virginia	$318K	-$1.06K	1	0.28%	Reduced
2061	LA LVW Advisors Pittsford, New York	$317K	-$7.72K	1	0.08%	Reduced
2062	AWM Affinity Wealth Management Wilmington, Delaware	$316K	-$13.9K	1	0.13%	Reduced
2063	AFP Ausdal Financial Partners Davenport, Iowa	$315K	+$18.3K	1	0.11%	Increased
2064	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$314K	+$6.12K	3	0.08%	Increased
2065	CFG CKW Financial Group Honolulu, Hawaii	$313K	$0	1	0.06%	Maintained
2066	TFO Tarbox Family Office Newport Beach, California	$313K	+$5.37K	3	0.1%	Increased
2067	BWM Baystate Wealth Management Boston, Massachusetts	$311K	+$29.9K	3	0.04%	Increased
2068	VIM Veritas Investment Management London, United Kingdom	$311K	-$55.4K	1	0.03%	Reduced
2069	VNB Virginia National Bank Charlottesville, Virginia	$311K	$0	1	0.25%	Maintained
2070	KWMG King Wealth Management Group Naples, Florida	$310K	-$22K	1	0.09%	Reduced
2071	RFN RDA Financial Network Akron, Iowa	$310K	-$13.2K	1	0.13%	Reduced
2072	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$309K	$0	1	0.05%	Maintained
2073	PO Private Ocean San Rafael, California	$308K	+$122K	3	0.08%	Increased
2074	SFA Semmax Financial Advisors Winston Salem, North Carolina	$306K	+$50.9K	1	0.18%	Increased
2075	SDAM Shulman DeMeo Asset Management Lake Success, New York	$306K	+$24.4K	1	0.1%	Increased