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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	BBW Blue Barn Wealth Orem, Utah	$291K	+$289K	1	0.26%	New
2252	IFG Investors Financial Group Plymouth, Minnesota	$291K	$0	1	0.15%	Maintained
2253	Caption Management Oklahoma City, Oklahoma	$290K	-$321K	1	0%	Reduced
2254	FB First Bancorp Damariscotta, Maine	$289K	+$287K	1	0.27%	New
2255	SWM Sculati Wealth Management Bloomfield Hills, Michigan	$289K	$0	1	0.15%	Maintained
2256	TCOT Trust Company of Toledo Holland, Ohio	$289K	$0	1	0.05%	Maintained
2257	BHB Bank Hapoalim BM Tel Aviv, Israel	$288K	-$294K	1	0.03%	Reduced
2258	BBNA Bremer Bank National Association St Paul, Minnesota	$288K	-$25.7K	1	0.06%	Reduced
2259	Ethic Inc New York	$288K	+$69.4K	1	0.03%	Increased
2260	JCM Jag Capital Management St Louis, Missouri	$288K	-$723	1	0.02%	Reduced
2261	OL Optas LLC Austin, Texas	$288K	+$4.78K	1	0.08%	Increased
2262	SF Symphony Financial Houston, Texas	$288K	-$8.04K	1	0.1%	Reduced
2263	KM Kalos Management Alpharetta, Georgia	$286K	+$71.2K	1	0.08%	Increased
2264	KCM Karp Capital Management Sausalito, California	$286K	-$36.6K	1	0.04%	Reduced
2265	KA Kozak & Associates Highlands Ranch, Colorado	$286K	+$284K	3	0.17%	New
2266	VWA Visionary Wealth Advisors O'fallon, Illinois	$286K	-$941	1	0.03%	Reduced
2267	Cohen & Steers New York	$285K	$0	1	0%	Maintained
2268	MRCM M&R Capital Management Summit, New Jersey	$285K	$0	2	0.06%	Maintained
2269	DA DSC Advisors Chicago, Illinois	$284K	+$30.1K	1	0.29%	Increased
2270	E Fund Management Guangzhou, China	$284K	+$283K	1	0.01%	New
2271	AMC Asset Management Corp Northbrook, Illinois	$282K	+$70.6K	1	0.14%	Increased
2272	ACM AUA Capital Management Camp Hill, Pennsylvania	$281K	$0	2	0.18%	Maintained
2273	CFO CVA Family Office Denver, Colorado	$281K	-$151K	4	0.2%	Reduced
2274	SAM Summit Asset Management Memphis, Tennessee	$281K	+$5.13K	1	0.09%	Increased
2275	ACP Aveo Capital Partners Englewood, Colorado	$280K	+$3.76K	1	0.06%	Increased