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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	NPP New Potomac Partners Bethesda, Maryland	$145K	-$94.2K	1	0.13%	Reduced
2252	Bogart Wealth LLC Mclean, Virginia	$144K	+$61.7K	2	0.03%	Increased
2253	CCA Column Capital Advisors Indianapolis, Indiana	$142K	+$41.5K	4	0.05%	Increased
2254	VIM Veritas Investment Management London, United Kingdom	$140K	-$83.6K	1	0.01%	Reduced
2255	RP Rowlandmiller & Partners Atlanta, Georgia	$138K	+$20.5K	1	0.05%	Increased
2256	HS Horan Securities Cincinnati, United States	$134K	-$54.3K	2	0.15%	Reduced
2257	SCM Sterneck Capital Management Kansas City, Missouri	$134K	$0	1	0.13%	Maintained
2258	EWM Elmwood Wealth Management Berkeley, California	$133K	-$631K	1	0.11%	Reduced
2259	First Pacific Advisors El Segundo, California	$131K	-$214M	1	0%	Reduced
2260	Farmers & Merchants Investments Inc Lincoln, Nebraska	$129K	-$5.08M	2	0.01%	Reduced
2261	WPA West Paces Advisors Atlanta, Georgia	$128K	+$13.2K	3	0.07%	Increased
2262	TC Truvestments Capital Sarasota, Florida	$128K	+$41.6K	3	0.13%	Increased
2263	MWP Meridian Wealth Partners Exton, Pennsylvania	$127K	-$562	1	0.07%	Reduced
2264	Arax Advisory Partners Denver, Colorado	$123K	-$149K	2	0.02%	Reduced
2265	MCA Mercer Capital Advisers Little Silver, New Jersey	$123K	-$39.9K	2	0.08%	Reduced
2266	AW Avion Wealth The Woodlands, Texas	$119K	+$114K	1	0.04%	Increased
2267	TCM Tradewinds Capital Management Bellingham, Washington	$119K	+$93.5K	2	0.03%	Increased
2268	HA Harbor Advisors West Palm Beach, Florida	$115K	$0	1	0.03%	Maintained
2269	KA KLCM Advisors Milwaukee, Wisconsin	$115K	$0	1	0.03%	Maintained
2270	TFA Toth Financial Advisory Leesburg, Virginia	$115K	-$47.2K	3	0.02%	Reduced
2271	RIM Rockbridge Investment Management Syracuse, New York	$113K	+$116K	3	0.03%	New
2272	DAM Delta Asset Management Memphis, Tennessee	$112K	-$10.5M	2	0.01%	Reduced
2273	AIM AIA Investment Management Singapore	$108K	-$183K	2	0.02%	Reduced
2274	PP PrairieView Partners St. Paul, Minnesota	$108K	-$64K	1	0.02%	Reduced
2275	Larson Financial Group St Louis, Missouri	$107K	+$67K	2	0.05%	Increased