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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
2076	RWM Raffa Wealth Management Washington, District of Columbia	$53.7K	-$3.41K	1	0.02%	Reduced
2077	EVC Eidelman Virant Capital Saint Louis, Missouri	$52K	$0	1	0.03%	Maintained
2078	NIM NuWave Investment Management Parsippany, New Jersey	$51K	+$49.6K	2	0.06%	New
2079	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$51K	+$49.9K	4	0.05%	New
2080	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$51K	+$45.9K	1	0.04%	New
2081	WAM Watermark Asset Management San Ramon, California	$51K	$0	2	0.02%	Maintained
2082	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$50.6K	-$69.7K	2	0.04%	Reduced
2083	PW Price Wealth Austin, Texas	$45K	+$45.3K	3	0.03%	New
2084	ME McIlrath & Eck Arlington, Washington	$44K	+$42.8K	3	0.03%	New
2085	SWMG Signature Wealth Management Group Atlanta, Georgia	$44K	+$42.3K	3	0.03%	New
2086	RFM Royal Fund Management Lady Lake, Florida	$43K	+$6.31K	3	0.02%	Increased
2087	RPG Risk Paradigm Group Austin, Texas	$41.8K	-$100K	2	0.04%	Reduced
2088	Brinker Capital Investments Berwyn, Pennsylvania	$38K	-$18K	2	0%	Reduced
2089	IP Isthmus Partners Madison, Wisconsin	$36K	$0	2	0.01%	Maintained
2090	AFIA America First Investment Advisors Omaha, Nebraska	$35K	+$33.2K	1	0.01%	New
2091	CAC Certified Advisory Corp Altamonte Springs, Florida	$34K	+$34.4K	2	0.02%	New
2092	RBC Roble Belko & Company Sewickley, Pennsylvania	$33K	$0	2	0.01%	Maintained
2093	ACM Armbruster Capital Management Pittsford, New York	$30K	$0	2	0.01%	Maintained
2094	HCM Horrell Capital Management Little Rock, Arkansas	$30K	$0	2	0.02%	Maintained
2095	Fred Alger Management New York	$29K	+$18.7K	2	0%	Increased
2096	SIS Sound Income Strategies Ft Lauderdale, Florida	$29K	+$28.4K	3	0.02%	New
2097	LWA Lowe Wealth Advisors Columbia, Maryland	$28K	-$37K	2	0.02%	Reduced
2098	POIA Pin Oak Investment Advisors Houston, Texas	$28K	+$26.9K	1	0.02%	New
2099	PS Portfolio Strategies Monsey, New York	$27K	+$26K	1	0.02%	New
2100	GF Goodman Financial Houston, Texas	$26K	+$25K	1	0.01%	New