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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	TFO Tarbox Family Office Newport Beach, California	$346K	+$51.3K	5	0.09%	Increased
2152	ACG Allen Capital Group Grand Island, Nebraska	$344K	-$203K	1	0.09%	Reduced
2153	CIA Cascade Investment Advisors Oregon City, Oregon	$344K	$0	2	0.26%	Maintained
2154	ACA Ackerman Capital Advisors Dallas, Texas	$342K	-$42.5K	1	0.1%	Reduced
2155	VIM Veritas Investment Management London, United Kingdom	$341K	$0	1	0.03%	Maintained
2156	CFD Creative Financial Designs Kokomo, Indiana	$339K	+$1.18K	1	0.15%	Increased
2157	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$339K	$0	1	0.05%	Maintained
2158	SC Slow Capital Greenbrae, California	$337K	+$64K	1	0.1%	Increased
2159	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$333K	$0	3	0.08%	Maintained
2160	KWMG King Wealth Management Group Naples, Florida	$333K	-$7.26K	1	0.09%	Reduced
2161	SAM Seelaus Asset Management Chatham, New Jersey	$333K	$0	1	0.27%	Maintained
2162	JA JOYN Advisors Atlanta, Georgia	$332K	+$363	1	0.07%	Increased
2163	MCM Mengis Capital Management Portland, Oregon	$332K	+$72.9K	1	0.09%	Increased
2164	BCA Berman Capital Advisors Atlanta, Georgia	$331K	+$90.5K	6	0.1%	Increased
2165	CFSG Community Financial Services Group Newport, Vermont	$331K	+$18.6K	1	0.09%	Increased
2166	Flossbach Von Storch Cologne, Germany	$331K	+$102K	1	0%	Increased
2167	BCM Bayesian Capital Management Brooklyn, New York	$329K	-$1.39M	1	0.06%	Reduced
2168	FAN Financial Advisors Network Tustin, California	$329K	-$3.17K	1	0.15%	Reduced
2169	SI SimpliFi Inc San Diego, California	$329K	$0	1	0.19%	Maintained
2170	AWM Absher Wealth Management Chapel Hill, North Carolina	$328K	+$310K	1	0.08%	New
2171	LFA Lighthouse Financial Advisors New Market, Maryland	$328K	+$334K	2	0.15%	New
2172	Tower Research Capital (TRC) New York	$327K	-$7.11M	6	0.03%	Reduced
2173	APW Aurora Private Wealth Rockaway, New Jersey	$325K	+$313K	1	0.12%	New
2174	SAM SignalPoint Asset Management Springfield, Missouri	$325K	-$43.3K	1	0.14%	Reduced
2175	HPWM Highland Private Wealth Management Bellevue, Washington	$324K	+$23.8K	1	0.08%	Increased