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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	WBC West Branch Capital Amherst, Massachusetts	$228K	-$145K	1	0.16%	Reduced
2152	EAM Evanson Asset Management Carmel, California	$226K	-$65.1K	1	0.04%	Reduced
2153	LAM Lapides Asset Management Greenwich, Connecticut	$226K	$0	1	0.13%	Maintained
2154	PTC Petrus Trust Company Dallas, Texas	$226K	+$237K	1	0.03%	New
2155	WA Wheatland Advisors Lancaster, Pennsylvania	$226K	-$140K	1	0.94%	Reduced
2156	SC Slow Capital Greenbrae, California	$225K	-$61.5K	1	0.07%	Reduced
2157	SAMC Spectrum Asset Management (California) Newport Beach, California	$225K	+$228K	1	0.12%	New
2158	AWM Alterna Wealth Management Houston, Texas	$224K	-$39.3K	1	0.27%	Reduced
2159	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$224K	$0	1	0.15%	Maintained
2160	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$223K	-$182K	1	0.18%	Reduced
2161	CWA Capital Wealth Alliance Scottsdale, Arizona	$223K	+$226K	1	0.23%	New
2162	LIA LBMC Investment Advisors Brentwood, Tennessee	$223K	-$22.2K	1	0.04%	Reduced
2163	SBF Sara-Bay Financial Sarasota, Florida	$223K	+$244K	1	0.13%	New
2164	SWP Summit Wealth Partners Orlando, Florida	$223K	$0	1	0.07%	Maintained
2165	ARTA A.R.T. Advisors New York	$222K	+$236K	1	0.33%	New
2166	DA Doliver Advisors Houston, Texas	$222K	-$111K	1	0.1%	Reduced
2167	MCM McRae Capital Management Morristown, New Jersey	$222K	+$224K	1	0.08%	New
2168	TAM Tradition Asset Management Richmond, Virginia	$221K	-$58.5K	1	0.06%	Reduced
2169	SDAM Shulman DeMeo Asset Management Lake Success, New York	$220K	-$32.5K	1	0.09%	Reduced
2170	LWM Loveless Wealth Management Billings, Montana	$219K	+$222K	1	0.2%	New
2171	TAM Townsend Asset Management Raleigh, North Carolina	$219K	+$1.13K	1	0.18%	Increased
2172	Accredited Investors Edina, Minnesota	$218K	+$221K	1	0.04%	New
2173	AIP Almanack Investment Partners Wayne, Pennsylvania	$218K	-$456K	1	0.04%	Reduced
2174	SB Strategic Blueprint Atlanta, Georgia	$218K	+$221K	1	0.08%	New
2175	GA Geller Advisors New York	$217K	+$220K	1	0.07%	New