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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	RCA Reitz Capital Advisors Freeland, Michigan	$214K	+$139K	1	0.19%	Increased
2127	EBT Enterprise Bank & Trust Lowell, Massachusetts	$213K	+$225K	1	0.1%	New
2128	MCM Mainstay Capital Management Grand Blanc, Michigan	$213K	-$6.47K	1	0.06%	Reduced
2129	SAMC Spectrum Asset Management (California) Newport Beach, California	$213K	+$2.98K	1	0.09%	Increased
2130	WCG Weaver Consulting Group Huntington Beach, California	$213K	+$13.5K	3	0.12%	Increased
2131	WBC West Branch Capital Amherst, Massachusetts	$213K	$0	1	0.14%	Maintained
2132	CVM Cheviot Value Management Beverly Hills, California	$212K	+$224K	1	0.07%	New
2133	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$211K	$0	2	0.73%	Maintained
2134	FAM Flaharty Asset Management Clearwater, Florida	$211K	-$7.25K	1	0.07%	Reduced
2135	ACM AlphaStar Capital Management Cornelius, North Carolina	$210K	-$566K	1	0.04%	Reduced
2136	SFWC Strategic Family Wealth Counselors Fairfield, New Jersey	$210K	$0	1	0.12%	Maintained
2137	WP WealthPLAN Partners Omaha, Nebraska	$210K	+$200K	1	0.02%	New
2138	AWM Alterna Wealth Management Houston, Texas	$209K	$0	1	0.3%	Maintained
2139	BFA Beacon Financial Advisory Cleveland, Ohio	$208K	+$216K	1	0.18%	New
2140	LWM Liberty Wealth Management Oakland, California	$208K	+$138K	4	0.12%	Increased
2141	TFS TrustCore Financial Services Brentwood, Tennessee	$208K	-$28.2K	3	0.03%	Reduced
2142	PBO Peoples Bank (Ohio) Marietta, Ohio	$207K	-$117K	1	0.14%	Reduced
2143	SOAMC Spirit of America Management Corp Syosset, New York	$207K	-$30.4K	1	0.06%	Reduced
2144	AF Affiance Financial St. Louis Park, Minnesota	$206K	$0	1	0.12%	Maintained
2145	Focus Financial Network Minneapolis, Minnesota	$205K	-$50.2K	1	0.02%	Reduced
2146	RM Resource Management Metairie, Louisiana	$205K	$0	1	0.03%	Maintained
2147	CCT Capital City Trust Tallahassee, Florida	$204K	-$1.44M	1	0.07%	Reduced
2148	OR Olympiad Research Stamford, Connecticut	$204K	+$211K	1	0.1%	New
2149	SB Strategic Blueprint Atlanta, Georgia	$204K	$0	1	0.06%	Maintained
2150	Maven Securities St Helier, Jersey	$203K	-$216K	1	0.02%	Reduced