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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	RBC Roble Belko & Company Sewickley, Pennsylvania	$30K	+$526	3	0.01%	Increased
2277	MS Mizuho Securities Tokyo, Japan	$29K	+$30.4K	1	0.01%	New
2278	TCM TD Capital Management Memphis, Tennessee	$29K	$0	2	0%	Maintained
2279	IWP IAG Wealth Partners Waukesha, Wisconsin	$28K	-$3K	3	0.01%	Reduced
2280	FEG Financial Enhancement Group Anderson, Indiana	$26K	-$2.8K	1	0.01%	Reduced
2281	KIG Kessler Investment Group Columbus, Indiana	$24K	-$731	1	0.03%	Reduced
2282	TIM Tortoise Investment Management White Plains, New York	$23K	-$49K	3	0.01%	Reduced
2283	Sageworth Trust Lancaster, Pennsylvania	$22K	-$24.7K	2	0%	Reduced
2284	VAIA Virtus Alternative Investment Advisers Hartford, Connecticut	$22K	-$12.9K	2	0.4%	Reduced
2285	FP Financial Perspectives Minneapolis, Minnesota	$20.8K	$0	1	0.01%	Maintained
2286	PWM Provident Wealth Management Brentwood, Tennessee	$20K	+$20.4K	2	0.02%	New
2287	HCM Horrell Capital Management Little Rock, Arkansas	$19K	$0	2	0.01%	Maintained
2288	HF Halpern Financial Ashburn, Virginia	$18.8K	-$91	1	0.01%	Reduced
2289	AJ Ashburton (Jersey) St Helier, Jersey	$17K	$0	1	0.01%	Maintained
2290	LWA Lowe Wealth Advisors Columbia, Maryland	$16K	$0	2	0.01%	Maintained
2291	TCCM Timber Creek Capital Management Boston, Massachusetts	$16K	$0	1	0.01%	Maintained
2292	AWM Adams Wealth Management Logan, Utah	$15K	+$15K	2	0.01%	New
2293	NEAM New England Asset Management Farmington, Connecticut	$15K	$0	1	0%	Maintained
2294	POIA Pin Oak Investment Advisors Houston, Texas	$14K	$0	1	0.01%	Maintained
2295	SC Sawyer & Company Boston, Massachusetts	$14K	$0	1	0.01%	Maintained
2296	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$12K	+$2.19K	2	0.01%	Increased
2297	PCFFS Pacific Center for Financial Services San Ramon, California	$12K	$0	1	0.01%	Maintained
2298	RMC Resources Management Corp West Hartford, Connecticut	$10K	$0	1	0%	Maintained
2299	APWA Atlas Private Wealth Advisors Matawan, New Jersey	$9K	$0	2	0.01%	Maintained
2300	CQS Credential Qtrade Securities Vancouver,	$7.42K	-$713K	1	0%	Reduced