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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	SFA Semmax Financial Advisors Winston Salem, North Carolina	$265K	+$23.1K	1	0.11%	Increased
2202	SAMC Spectrum Asset Management (California) Newport Beach, California	$265K	$0	1	0.09%	Maintained
2203	CRCM Corbett Road Capital Management Mclean, Virginia	$264K	-$21.8K	1	0.24%	Reduced
2204	EBT Enterprise Bank & Trust Lowell, Massachusetts	$264K	$0	1	0.11%	Maintained
2205	FWP Firethorn Wealth Partners Augusta, Georgia	$264K	+$242K	1	0.29%	New
2206	FFWM Future Financial Wealth Management Cincinnati, Ohio	$264K	+$243K	1	0.3%	New
2207	TVAMP Tennessee Valley Asset Management Partners Knoxville, Tennessee	$264K	+$242K	1	0.06%	New
2208	FHC First Heartland Consultants Lake St. Louis, Missouri	$263K	+$242K	1	0.04%	New
2209	Procyon Advisors Shelton, Connecticut	$263K	-$64.7K	1	0.13%	Reduced
2210	MPM Meritage Portfolio Management Overland Park, Kansas	$262K	$0	1	0.02%	Maintained
2211	LFA Lighthouse Financial Advisors New Market, Maryland	$261K	+$612	1	0.09%	Increased
2212	AWM Alterna Wealth Management Houston, Texas	$260K	$0	1	0.33%	Maintained
2213	LSA L & S Advisors Los Angeles, California	$260K	-$2.13M	1	0.03%	Reduced
2214	PGIM Pacific Global Investment Management Glendale, California	$260K	+$239K	1	0.06%	New
2215	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$259K	+$250K	1	0.06%	New
2216	RCA Reitz Capital Advisors Freeland, Michigan	$259K	-$6.25K	1	0.21%	Reduced
2217	SIC Samalin Investment Counsel Chappaqua, New York	$259K	+$251K	1	0.19%	New
2218	TF TimeScale Financial Danvers, Massachusetts	$259K	-$5.01K	3	0.07%	Reduced
2219	MFG Magnus Financial Group New York	$258K	+$237K	1	0.03%	New
2220	CIA Cascade Investment Advisors Oregon City, Oregon	$257K	$0	1	0.19%	Maintained
2221	WWS Wellington Wealth Strategies Indianapolis, Indiana	$255K	+$199K	1	0.22%	New
2222	Inspire Investing Meridian, Idaho	$254K	+$211K	1	0.06%	New
2223	LCM Leisure Capital Management Costa Mesa, California	$254K	+$233K	1	0.17%	New
2224	ACM AlphaStar Capital Management Cornelius, North Carolina	$253K	+$15.1K	1	0.04%	Increased
2225	Cohen & Steers New York	$253K	-$39K	1	0%	Reduced