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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
2276	SLF Sun Life Financial Toronto, Ontario, Canada	$105K	-$328K	3	0.02%	Reduced
2277	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$105K	+$25.6K	3	0.07%	Increased
2278	SWM Sugarloaf Wealth Management Duluth, Georgia	$101K	-$38.9K	2	0.04%	Reduced
2279	EWM Edge Wealth Management New York	$99K	-$6.99M	1	0.02%	Reduced
2280	SC Solstein Capital Menlo Park, California	$95K	+$3.25K	3	0.23%	Increased
2281	Ossiam Paris, France	$93K	-$60.3K	1	0.01%	Reduced
2282	AA AlphaMark Advisors Ft. Wright, Kentucky	$92K	-$5.43K	3	0.04%	Reduced
2283	C Cerebellum San Francisco, California	$92K	+$77.6K	2	0.07%	New
2284	SIS Sound Income Strategies Ft Lauderdale, Florida	$91K	+$44.3K	2	0.03%	Increased
2285	RA Rational Advisors Huntington, New York	$90K	+$96.7K	3	0.05%	New
2286	TC Trust Company Manhattan, Kansas	$90K	-$65K	3	0.09%	Reduced
2287	RCA Reitz Capital Advisors Freeland, Michigan	$88K	+$89.5K	1	0.11%	New
2288	SIM Sonora Investment Management Tucson, Arizona	$86K	-$150K	3	0.01%	Reduced
2289	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$85.2K	+$18.7K	3	0.05%	Increased
2290	HRC Hoertkorn Richard Charles	$84K	-$50.2K	1	0.06%	Reduced
2291	LFG LifePlan Financial Group Dayton, Ohio	$84K	+$19.6K	2	0.04%	Increased
2292	ME McIlrath & Eck Arlington, Washington	$83K	+$57.6K	4	0.04%	Increased
2293	SIA SeaBridge Investment Advisors Summit, New Jersey	$82K	-$49.2K	1	0.03%	Reduced
2294	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$80K	+$4.74K	2	0.05%	Increased
2295	Storebrand Asset Management Lysaker, Norway	$79.9K	-$212K	1	0%	Reduced
2296	FA Fortis Advisors Wayne, Pennsylvania	$77K	-$67.2K	1	0.08%	Reduced
2297	LWM Liberty Wealth Management Oakland, California	$76K	-$193K	3	0.05%	Reduced
2298	LGWM Litman Gregory Wealth Management Larkspur, California	$72K	+$72.8K	1	0.02%	New
2299	TIM Tortoise Investment Management White Plains, New York	$71K	-$14.8K	4	0.02%	Reduced
2300	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$70K	+$13.4K	7	0.06%	Increased