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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
2151	PO Private Ocean San Rafael, California	$67K	+$14.4K	2	0.02%	Increased
2152	MSA Marino Stram & Associates Braintree, Massachusetts	$66K	+$2.29K	4	0.05%	Increased
2153	AIM Arcadia Investment Management Kalamazoo, Michigan	$65K	-$27.3K	3	0.02%	Reduced
2154	CT Clearstead Trust Portland, Maine	$65K	-$2.19M	1	0.05%	Reduced
2155	LFG LifePlan Financial Group Dayton, Ohio	$65K	-$1.22K	2	0.03%	Reduced
2156	LWA Lenox Wealth Advisors New York	$64K	+$6.67K	2	0.01%	Increased
2157	FBT First Bank & Trust Brookings, South Dakota	$61K	-$15.1K	1	0.05%	Reduced
2158	IDBONY Israel Discount Bank of New York New York	$61K	$0	2	0.04%	Maintained
2159	Simon Quick Advisors Morristown, New Jersey	$60K	+$44.2K	2	0.03%	Increased
2160	CHP Cable Hill Partners Portland, Oregon	$59K	-$158K	4	0.02%	Reduced
2161	FRA Front Row Advisors Tiburon, California	$57K	+$304	3	0.04%	Increased
2162	AWW Alan W. Weber	$51.3K	-$1.02M	1	0.02%	Reduced
2163	BAMG Brand Asset Management Group Chesterfield, Missouri	$51K	+$13.4K	3	0.03%	Increased
2164	CH Canton Hathaway Providence, Rhode Island	$51K	+$41.6K	1	0.03%	Increased
2165	CFN Cordasco Financial Network Naples, Florida	$51K	+$26.2K	4	0.05%	Increased
2166	PCA Providence Capital Advisors Charlotte, North Carolina	$50K	$0	1	0.03%	Maintained
2167	Shelton Capital Management Denver, Colorado	$49.1K	-$4.72M	5	0.19%	Reduced
2168	RWM Raffa Wealth Management Washington, District of Columbia	$47.2K	$0	1	0.02%	Maintained
2169	TCCM Timber Creek Capital Management Boston, Massachusetts	$45K	-$7.7K	2	0.03%	Reduced
2170	IWA Intercontinental Wealth Advisors San Antonio, Texas	$43K	+$34.4K	1	0.02%	Increased
2171	ME McIlrath & Eck Arlington, Washington	$41K	+$7.67K	3	0.02%	Increased
2172	WCM Wealthcare Capital Management Richmond, Virginia	$41K	$0	2	0.01%	Maintained
2173	RFM Royal Fund Management Lady Lake, Florida	$39K	$0	3	0.01%	Maintained
2174	LF Lee Financial Dallas, Texas	$38K	+$11.7K	2	0.01%	Increased
2175	AQA Alpha Quant Advisors Irving, Texas	$37K	-$3.59K	3	0.04%	Reduced