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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
2201	Flossbach Von Storch Cologne, Germany	$205K	+$198K	1	0%	New
2202	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$204K	+$198K	1	0.11%	New
2203	TF TimeScale Financial Danvers, Massachusetts	$204K	+$82.1K	3	0.07%	Increased
2204	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$203K	+$194K	3	0.15%	Increased
2205	FC Fulcrum Capital Seattle, Washington	$203K	+$197K	1	0.07%	New
2206	PIMG Patriot Investment Management Group Knoxville, Tennessee	$203K	-$526K	1	0.03%	Reduced
2207	ICM IMS Capital Management Portland, Oregon	$202K	+$195K	1	0.15%	New
2208	MCA Mercer Capital Advisers Little Silver, New Jersey	$202K	$0	1	0.13%	Maintained
2209	MCM Marathon Capital Management Hunt Valley, Maryland	$200K	+$193K	1	0.08%	New
2210	SIM Sadoff Investment Management Milwaukee, Wisconsin	$200K	+$193K	1	0.02%	New
2211	TC Trust Company Manhattan, Kansas	$195K	-$12.5K	3	0.18%	Reduced
2212	HA Harbor Advisors West Palm Beach, Florida	$187K	$0	1	0.05%	Maintained
2213	HRC Hoertkorn Richard Charles	$186K	$0	1	0.12%	Maintained
2214	Balentine LLC Atlanta, Georgia	$183K	+$118K	4	0.01%	Increased
2215	SIA SeaBridge Investment Advisors Summit, New Jersey	$183K	$0	1	0.06%	Maintained
2216	WPA West Paces Advisors Atlanta, Georgia	$173K	$0	3	0.1%	Maintained
2217	EI Ellevest Inc New York	$172K	-$10.9K	2	0.06%	Reduced
2218	CPA Cowen Prime Advisors New York	$169K	$0	1	0.09%	Maintained
2219	SAS Stelac Advisory Services New York	$169K	+$163K	1	0.12%	New
2220	PWP Personal Wealth Partners Bloomington, Minnesota	$164K	+$41.7K	5	0.08%	Increased
2221	SB Strategic Blueprint Atlanta, Georgia	$161K	+$158K	4	0.12%	New
2222	SWP Strategic Wealth Partners Independence, Ohio	$161K	+$1.01M	3	0.83%	Increased
2223	CA Centerpoint Advisors Needham, Massachusetts	$160K	$0	2	0.13%	Maintained
2224	APC Aspire Private Capital Cornelius, North Carolina	$157K	+$3.07K	2	0.07%	Increased
2225	RA Rational Advisors Huntington, New York	$156K	-$535K	3	0.06%	Reduced