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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	VC Vicus Capital State College, Pennsylvania	$400K	+$335K	1	0.04%	New
2227	TFA Trinity Financial Advisors Columbus, Ohio	$399K	$0	1	0.24%	Maintained
2228	FLII First Long Island Investors Jericho, New York	$398K	-$22.2K	1	0.03%	Reduced
2229	IFG Investors Financial Group Plymouth, Minnesota	$398K	+$108K	1	0.19%	Increased
2230	Procyon Advisors Shelton, Connecticut	$398K	+$39.1K	1	0.08%	Increased
2231	FCT First Community Trust Dubuque, Iowa	$396K	+$402K	2	0.33%	New
2232	BFS Bickling Financial Services Lexington, Massachusetts	$396K	+$60.9K	1	0.19%	Increased
2233	ACP Arcus Capital Partners Atlanta, Georgia	$394K	+$21.3K	1	0.13%	Increased
2234	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$394K	+$151K	1	0.4%	Increased
2235	TFO Tarbox Family Office Newport Beach, California	$393K	+$1.73K	3	0.07%	Increased
2236	FNBOSM First National Bank of South Miami South Miami, Florida	$392K	+$16K	3	0.24%	Increased
2237	EPWM Essex Private Wealth Management Topsfield, Massachusetts	$391K	-$5.05K	1	0.33%	Reduced
2238	WPW Warther Private Wealth Akron, Ohio	$391K	+$174	1	0.29%	Increased
2239	CHP Cable Hill Partners Portland, Oregon	$390K	-$6.97K	1	0.08%	Reduced
2240	LI Lafayette Investments Ashton, Maryland	$390K	$0	1	0.1%	Maintained
2241	Krane Funds Advisors New York	$389K	-$16.3K	1	0.01%	Reduced
2242	BTIM BancFirst Trust & Investment Management Oklahoma City, Oklahoma	$388K	+$422K	1	0.3%	New
2243	GC Grace Capital Quincy, Massachusetts	$387K	-$179K	1	0.23%	Reduced
2244	SFG Sunburst Financial Group Vestavia Hills, Alabama	$387K	+$31.8K	1	0.2%	Increased
2245	TC TAP Consulting Kirkwood, Missouri	$387K	+$44.4K	2	0.09%	Increased
2246	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$385K	+$391K	1	0.16%	New
2247	PSP Principal Street Partners Memphis, Tennessee	$385K	-$37.4K	1	0.09%	Reduced
2248	FDS First Dallas Securities Dallas, Texas	$384K	+$87	1	0.25%	Increased
2249	KC Kingfisher Capital Charlotte, North Carolina	$384K	-$784	1	0.09%	Reduced
2250	SN Sittner & Nelson Eugene, Oregon	$383K	$0	4	0.22%	Maintained