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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	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$306K	$0	1	0.12%	Maintained
2077	FAN Financial Advisors Network Tustin, California	$303K	$0	1	0.16%	Maintained
2078	JA JOYN Advisors Atlanta, Georgia	$303K	-$26K	1	0.07%	Reduced
2079	SAM Seelaus Asset Management Chatham, New Jersey	$303K	+$12.9K	1	0.26%	Increased
2080	FWM Fairhaven Wealth Management Oak Brook, Illinois	$300K	-$14K	1	0.28%	Reduced
2081	JCM Jag Capital Management St Louis, Missouri	$300K	$0	1	0.04%	Maintained
2082	OPA Old Port Advisors Portland, Maine	$299K	$0	1	0.16%	Maintained
2083	HS Horan Securities Cincinnati, United States	$297K	-$3.9K	2	0.33%	Reduced
2084	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$296K	+$272K	1	0.07%	New
2085	RAM Riggs Asset Management Dallas, Pennsylvania	$294K	+$79.8K	3	0.15%	Increased
2086	ASA Armstrong Shaw Associates New Canaan, Connecticut	$292K	$0	1	0.26%	Maintained
2087	WTB Washington Trust Bank Spokane, Washington	$290K	-$24.7K	1	0.05%	Reduced
2088	MPM Meritage Portfolio Management Overland Park, Kansas	$289K	+$283K	1	0.03%	New
2089	CCG Chatham Capital Group Savannah, Georgia	$288K	$0	1	0.07%	Maintained
2090	CFD Creative Financial Designs Kokomo, Indiana	$288K	+$49.1K	1	0.16%	Increased
2091	FNBOSM First National Bank of South Miami South Miami, Florida	$288K	-$1.06K	2	0.28%	Reduced
2092	GBA Garrison Bradford & Associates New York	$287K	$0	1	0.39%	Maintained
2093	ANB Amarillo National Bank Amarillo, Texas	$286K	+$7.22K	1	0.11%	Increased
2094	BCM Buckhead Capital Management Atlanta, Georgia	$285K	$0	1	0.08%	Maintained
2095	DA DSC Advisors Chicago, Illinois	$285K	+$9.88K	1	0.06%	Increased
2096	SFG StrategIQ Financial Group Merrillville, Indiana	$285K	$0	1	0.08%	Maintained
2097	BHB Bank Hapoalim BM Tel Aviv, Israel	$284K	+$278K	1	0.07%	New
2098	CFSG Community Financial Services Group Newport, Vermont	$284K	+$44.2K	1	0.08%	Increased
2099	CPP Crow Point Partners Boston, Massachusetts	$284K	$0	1	0.04%	Maintained
2100	LJAC L.J. Altfest & Co New York	$283K	-$29.6K	1	0.07%	Reduced