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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
2251	MA MONECO Advisors Fairfield, Connecticut	$274K	+$4.08K	1	0.19%	Increased
2252	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$273K	-$18.2K	1	0.03%	Reduced
2253	Tidal Investments Milwaukee, Wisconsin	$273K	+$41.3K	1	0.12%	Increased
2254	Procyon Advisors Shelton, Connecticut	$272K	+$264K	3	0.17%	New
2255	SG StoneX Group New York	$272K	+$30.3K	1	0.11%	Increased
2256	GWM GSB Wealth Management Guilford, Connecticut	$270K	$0	1	1.11%	Maintained
2257	BIA BHK Investment Advisors Birmingham, Alabama	$267K	-$113K	1	0.15%	Reduced
2258	Aspiriant LLC Los Angeles, California	$266K	-$81K	1	0.02%	Reduced
2259	Advisory Alpha Holland, Michigan	$266K	+$13.6K	3	0.06%	Increased
2260	APG Abacus Planning Group Columbia, South Carolina	$263K	+$28.8K	1	0.12%	Increased
2261	SNS Financial Group Minneapolis, Minnesota	$263K	+$272	1	0.05%	Increased
2262	ZF Zhang Financial Portage, Michigan	$263K	$0	1	0.1%	Maintained
2263	FRM Foundation Resource Management Little Rock, Arkansas	$262K	$0	1	0.06%	Maintained
2264	JFA JNBA Financial Advisors Bloomington, Minnesota	$261K	+$14.8K	4	0.05%	Increased
2265	PP PrairieView Partners St. Paul, Minnesota	$261K	+$251K	1	0.06%	New
2266	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$260K	+$266K	1	0.17%	New
2267	AIFAIM American Institute for Advanced Investment Management Scottsdale, Arizona	$259K	+$250K	1	0.25%	New
2268	SFG Sowa Financial Group Lincoln, Rhode Island	$259K	+$250K	1	0.21%	New
2269	CF Corrigan Financial Middletown, Rhode Island	$259K	+$272	1	0.18%	Increased
2270	LWA Lenox Wealth Advisors New York	$258K	+$12K	4	0.04%	Increased
2271	BCWM Blue Chip Wealth Management Miami Beach, Florida	$257K	-$15.3K	1	0.24%	Reduced
2272	Driehaus Capital Management Chicago, Illinois	$257K	-$11M	1	0.01%	Reduced
2273	MCM Marathon Capital Management Hunt Valley, Maryland	$256K	+$36K	1	0.09%	Increased
2274	AIP Ahrens Investment Partners Lafayette, Louisiana	$254K	+$8.07K	1	0.11%	Increased
2275	CA Cumberland Advisors Sarasota, Florida	$254K	$0	1	0.09%	Maintained