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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
2226	OAJ Ogorek Anthony Joseph Williamsville, New York	$41K	+$3.69K	3	0.02%	Increased
2227	SL Savior LLC Wellesley Hills, Massachusetts	$41K	-$12.8K	3	0.05%	Reduced
2228	Walleye Capital New York	$40K	-$124K	1	0.01%	Reduced
2229	GCM Gables Capital Management Miami, Florida	$39K	-$1.04M	3	0.03%	Reduced
2230	Sageworth Trust Lancaster, Pennsylvania	$39K	-$9K	2	0%	Reduced
2231	JAM JCIC Asset Management Toronto, Ontario, Canada	$36K	+$14.1K	1	0.02%	Increased
2232	CS Capital Square Chattanooga, Tennessee	$35K	+$50.4K	1	0.04%	New
2233	GAM GQ Asset Management New York City, New York	$33K	+$36.3K	1	0.06%	New
2234	CFN Cordasco Financial Network Naples, Florida	$31K	-$23K	2	0.03%	Reduced
2235	FA Financial Advantage Columbia, Maryland	$31K	-$90.1K	1	0.03%	Reduced
2236	CCM Cribstone Capital Management Augusta, Maine	$30K	-$41.9K	1	0.03%	Reduced
2237	CG Cutler Group San Francisco, California	$29K	-$116K	1	0%	Reduced
2238	IWP IAG Wealth Partners Waukesha, Wisconsin	$29K	-$23K	3	0.02%	Reduced
2239	PC Permanens Capital New York	$29K	-$10.5K	1	0.01%	Reduced
2240	TCM TD Capital Management Memphis, Tennessee	$29K	$0	2	0.01%	Maintained
2241	RBC Roble Belko & Company Sewickley, Pennsylvania	$28K	$0	2	0.01%	Maintained
2242	VEA Virtus ETF Advisers New York	$27K	+$4.71K	1	0.01%	Increased
2243	TCM Tradewinds Capital Management Bellingham, Washington	$26K	-$9K	2	0.01%	Reduced
2244	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$25K	-$24.8K	1	0.02%	Reduced
2245	ME McIlrath & Eck Arlington, Washington	$25K	-$16K	3	0.01%	Reduced
2246	NEAM New England Asset Management Farmington, Connecticut	$25K	$0	1	0%	Maintained
2247	TCCM Timber Creek Capital Management Boston, Massachusetts	$25K	$0	2	0.02%	Maintained
2248	HF Halpern Financial Ashburn, Virginia	$24.6K	$0	1	0.02%	Maintained
2249	LWA Lowe Wealth Advisors Columbia, Maryland	$23K	$0	2	0.02%	Maintained
2250	POIA Pin Oak Investment Advisors Houston, Texas	$23K	$0	1	0.02%	Maintained