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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	SC Sawyer & Company Boston, Massachusetts	$23K	-$26.9K	1	0.02%	Reduced
2252	WCM Wealthcare Capital Management Richmond, Virginia	$23K	-$41.1K	1	0%	Reduced
2253	AlphaCore Capital La Jolla, California	$22K	+$25K	1	0.02%	New
2254	LAS Lloyd Advisory Services Suwanee, Georgia	$21K	+$21.9K	2	0.02%	Increased
2255	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$20K	+$8.21K	1	0.01%	Increased
2256	ANBT American National Bank & Trust Wichita Falls, Texas	$19K	$0	1	0.01%	Maintained
2257	BII Bainco International Investors Boston, Massachusetts	$19K	+$27.4K	1	0%	New
2258	HCM Horrell Capital Management Little Rock, Arkansas	$18K	$0	2	0.01%	Maintained
2259	GG Gleason Group Prospect, Kentucky	$17K	+$169	1	0.01%	Increased
2260	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$17K	+$348	2	0.01%	Increased
2261	BC Barnett & Company Chattanooga, Tennessee	$16K	$0	1	0.02%	Maintained
2262	Rothschild & Co Wealth Management (UK) London, United Kingdom	$14K	$0	1	0%	Maintained
2263	SL Salomon & Ludwin Richmond, Virginia	$13K	-$5.33K	2	0%	Reduced
2264	CQS Credential Qtrade Securities Vancouver,	$12.5K	-$49.3K	1	0%	Reduced
2265	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$12K	$0	2	0.02%	Maintained
2266	HFS HBC Financial Services Seattle, Washington	$12K	$0	1	0.01%	Maintained
2267	LSA Lion Street Advisors Austin, Texas	$11K	+$15.6K	1	0.06%	New
2268	CFO CVA Family Office Denver, Colorado	$10K	+$14.6K	1	0.01%	New
2269	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$9K	-$6.69K	1	0.02%	Reduced
2270	FWM Focused Wealth Management Newburgh, New York	$9K	-$143K	1	0%	Reduced
2271	KC Knuff & Co Foster City, California	$9K	-$519K	1	0.01%	Reduced
2272	AW Avion Wealth The Woodlands, Texas	$7K	+$8.75K	2	0%	New
2273	HWM HighMark Wealth Management St. Paul, Minnesota	$7K	+$6.97K	2	0.01%	Increased
2274	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$7K	$0	2	0.01%	Maintained
2275	SWM Selective Wealth Management Forest, Virginia	$7K	$0	1	0.01%	Maintained