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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	EI Ellevest Inc New York	$146K	-$194K	2	0.04%	Reduced
2152	Simon Quick Advisors Morristown, New Jersey	$140K	-$6.52K	4	0.05%	Reduced
2153	FA Fortis Advisors Wayne, Pennsylvania	$139K	+$59.7K	2	0.09%	Increased
2154	Balentine LLC Atlanta, Georgia	$138K	-$1.85M	4	0.01%	Reduced
2155	CPA Cowen Prime Advisors New York	$136K	$0	1	0.08%	Maintained
2156	SCM Sterneck Capital Management Kansas City, Missouri	$136K	+$14.5K	1	0.14%	Increased
2157	SWM Sugarloaf Wealth Management Duluth, Georgia	$134K	+$254	2	0.06%	Increased
2158	EIP Ellis Investment Partners Berwyn, Pennsylvania	$130K	-$1.1M	2	0.06%	Reduced
2159	HRC Hoertkorn Richard Charles	$129K	$0	1	0.11%	Maintained
2160	VAIA Virtus Alternative Investment Advisers Hartford, Connecticut	$129K	+$139K	4	1.77%	Increased
2161	SIA SeaBridge Investment Advisors Summit, New Jersey	$126K	$0	1	0.06%	Maintained
2162	MWP Meridian Wealth Partners Exton, Pennsylvania	$123K	-$20.3K	1	0.07%	Reduced
2163	Independent Financial Group San Diego, California	$123K	+$159K	1	0.04%	New
2164	RAM Riggs Asset Management Dallas, Pennsylvania	$121K	-$124K	3	0.08%	Reduced
2165	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$119K	+$12.4K	1	0.13%	Increased
2166	VCM Versant Capital Management Phoenix, Arizona	$119K	+$36.6K	6	0.06%	Increased
2167	MCF Advisors Covington, Kentucky	$118K	$0	3	0.02%	Maintained
2168	Chilton Investment Company Stamford, Connecticut	$117K	+$151K	1	0%	New
2169	HA Harbor Advisors West Palm Beach, Florida	$117K	$0	1	0.04%	Maintained
2170	KA KLCM Advisors Milwaukee, Wisconsin	$117K	-$205K	1	0.04%	Reduced
2171	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$114K	+$26.9K	1	0.05%	Increased
2172	MHR Matthew Hamilton Rosenberg	$114K	+$129K	2	0.11%	New
2173	RP Rowlandmiller & Partners Atlanta, Georgia	$114K	$0	1	0.05%	Maintained
2174	WPA West Paces Advisors Atlanta, Georgia	$112K	-$19.4K	3	0.07%	Reduced
2175	MF Manchester Financial Westlake Village, California	$108K	+$3.94K	3	0.08%	Increased