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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
2126	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$111K	-$169K	2	0.04%	Reduced
2127	Advisory Alpha Holland, Michigan	$111K	+$100K	3	0.04%	New
2128	MAM Meeder Asset Management Dublin, Ohio	$109K	-$125K	3	0.01%	Reduced
2129	TA TCG Advisors Austin, Texas	$107K	+$100K	2	0.1%	New
2130	PWM PRW Wealth Management Quincy, Massachusetts	$105K	-$6K	4	0.1%	Reduced
2131	SAS Stelac Advisory Services New York	$105K	$0	1	0.05%	Maintained
2132	CAC Certified Advisory Corp Altamonte Springs, Florida	$104K	-$1.6K	2	0.04%	Reduced
2133	CFG CKW Financial Group Honolulu, Hawaii	$103K	$0	1	0.02%	Maintained
2134	AA AlphaMark Advisors Ft. Wright, Kentucky	$99K	-$30K	3	0.04%	Reduced
2135	WWM Willingdon Wealth Management Huntersville, North Carolina	$95K	-$12.1K	1	0.02%	Reduced
2136	Sageworth Trust Lancaster, Pennsylvania	$90K	+$15.9K	4	0.01%	Increased
2137	TA Thor Advisors New York	$88K	+$85.6K	2	1.09%	New
2138	PCM Princeton Capital Management Red Bank, New Jersey	$87K	+$16.8K	1	0.04%	Increased
2139	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$86K	$0	1	0%	Maintained
2140	VC Vestor Capital Chicago, Illinois	$86K	+$80.5K	1	0.02%	New
2141	Walleye Capital New York	$86K	+$86.6K	1	0.01%	New
2142	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$84K	+$81.9K	3	0.07%	New
2143	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$82.8K	+$24.2K	2	0.05%	Increased
2144	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$82K	$0	1	0.06%	Maintained
2145	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$79K	+$76.4K	8	0.07%	New
2146	FWM Focused Wealth Management Newburgh, New York	$77K	$0	1	0.02%	Maintained
2147	IWP Icon Wealth Partners Houston, Texas	$77K	-$47.3K	3	0.03%	Reduced
2148	BC Barnett & Company Chattanooga, Tennessee	$75K	$0	1	0.04%	Maintained
2149	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$73K	-$17.8K	2	0.1%	Reduced
2150	FMP Financial Management Professionals Austin, Texas	$69K	$0	2	0.03%	Maintained