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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	SIM Sonora Investment Management Tucson, Arizona	$364K	+$17.3K	3	0.03%	Increased
2127	CT Columbia Trust Portland, Oregon	$363K	+$351K	1	0.32%	New
2128	OPA Old Port Advisors Portland, Maine	$360K	+$14.6K	1	0.17%	Increased
2129	HCM Harvey Capital Management Palm Beach, Florida	$359K	$0	1	0.16%	Maintained
2130	PWMG Prestige Wealth Management Group Flemington, New Jersey	$358K	+$38.3K	5	0.2%	Increased
2131	SW SkyOak Wealth Southfield, Michigan	$357K	+$344K	1	0.11%	New
2132	SCI Stableford Capital II Scottsdale, Arizona	$357K	-$1.72K	1	0.33%	Reduced
2133	CYG Clean Yield Group Norwich, Vermont	$356K	+$2.01K	2	0.11%	Increased
2134	PP Parplus Partners New York	$356K	+$361K	1	0.07%	New
2135	EI Ellevest Inc New York	$355K	+$169K	3	0.1%	Increased
2136	FBT First Bank & Trust Brookings, South Dakota	$355K	+$268K	3	0.26%	Increased
2137	SAM SP Asset Management Cupertino, California	$355K	+$1.45K	1	0.08%	Increased
2138	AWP Ascent Wealth Partners New Hartford, New York	$354K	$0	1	0.1%	Maintained
2139	SFA Semmax Financial Advisors Winston Salem, North Carolina	$354K	+$17.8K	1	0.2%	Increased
2140	FNBOSM First National Bank of South Miami South Miami, Florida	$351K	+$45.9K	3	0.35%	Increased
2141	PL Parthenon LLC Louisville, Kentucky	$351K	$0	1	0.07%	Maintained
2142	CFG Capstone Financial Group Oklahoma City, Oklahoma	$350K	+$355K	1	0.34%	New
2143	CFG CKW Financial Group Honolulu, Hawaii	$350K	$0	1	0.07%	Maintained
2144	AWM Affinity Wealth Management Wilmington, Delaware	$347K	$0	1	0.13%	Maintained
2145	AFC AFT Forsyth & Company West Palm Beach, Florida	$347K	-$21.1K	1	0.26%	Reduced
2146	BWA Burt Wealth Advisors North Bethesda, Maryland	$347K	-$10.8K	2	0.14%	Reduced
2147	Anchor Capital Advisors Boston, Massachusetts	$346K	-$35.2K	1	0.01%	Reduced
2148	DA DSC Advisors Chicago, Illinois	$346K	+$31.8K	1	0.17%	Increased
2149	OL Optas LLC Austin, Texas	$346K	+$352K	1	0.13%	New
2150	QCMC Quantum Capital Management (California) San Francisco, California	$346K	-$4.23K	2	0.17%	Reduced