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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	Ethic Inc New York	$382K	+$94.5K	1	0.03%	Increased
2252	CA CGN Advisors Manhattan, Kansas	$381K	+$21.4K	1	0.1%	Increased
2253	HAS HBW Advisory Services Simi Valley, California	$380K	+$12.7K	1	0.09%	Increased
2254	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$380K	+$131K	2	0.01%	Increased
2255	TF TimeScale Financial Danvers, Massachusetts	$378K	+$61.2K	3	0.08%	Increased
2256	55I LLC Boston, Massachusetts	$377K	-$248K	1	0.01%	Reduced
2257	LGA Lebenthal Global Advisors Hauppauge, New York	$377K	+$392K	1	0.15%	New
2258	ONST Old North State Trust Greensboro, North Carolina	$377K	-$22.4K	2	0.27%	Reduced
2259	PFS Physicians Financial Services Raleigh, North Carolina	$377K	-$9.31K	1	0.14%	Reduced
2260	SC Slow Capital Greenbrae, California	$377K	-$15.3K	1	0.06%	Reduced
2261	Todd Asset Management Louisville, Kentucky	$377K	-$2.44K	1	0.01%	Reduced
2262	BBW Blue Barn Wealth Orem, Utah	$376K	+$85.5K	1	0.25%	Increased
2263	SIMM Stillwater Investment Management (Minnesota) Stillwater, Minnesota	$376K	+$1.49K	1	0.09%	Increased
2264	GHA GW Henssler & Associates Kennesaw, Georgia	$374K	+$389K	1	0.02%	New
2265	B. Metzler seel. Sohn & Co Frankfurt, Germany	$373K	$0	1	0%	Maintained
2266	IFS Ifrah Financial Services Little Rock, Arkansas	$373K	+$4.01K	1	0.1%	Increased
2267	MFG Magnus Financial Group New York	$373K	+$4.01K	1	0.07%	Increased
2268	SFG Sovereign Financial Group Stamford, Connecticut	$373K	+$959	1	0.15%	Increased
2269	NFSG Newbridge Financial Services Group Boca Raton, Florida	$372K	+$95.8K	4	0.18%	Increased
2270	RW REDW Wealth Albuquerque, New Mexico	$372K	+$15.2K	1	0.11%	Increased
2271	FLC Fifth Lane Capital Austin, Texas	$370K	+$361K	2	0.22%	New
2272	Simplex Trading Chicago, Illinois	$370K	-$977K	2	0%	Reduced
2273	TWM Tradition Wealth Management Edina, Minnesota	$370K	+$19.8K	3	0.05%	Increased
2274	RDWM Red Door Wealth Management Memphis, Tennessee	$369K	-$6.01K	1	0.12%	Reduced
2275	RG Retirement Group San Diego, California	$369K	+$16.1K	3	0.16%	Increased