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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	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$291K	+$86.9K	2	0.09%	Increased
2277	JCM Jag Capital Management St Louis, Missouri	$291K	+$720	1	0.02%	Increased
2278	SWM Sculati Wealth Management Bloomfield Hills, Michigan	$291K	$0	1	0.15%	Maintained
2279	SF Symphony Financial Houston, Texas	$291K	-$13.2K	1	0.1%	Reduced
2280	TCOT Trust Company of Toledo Holland, Ohio	$291K	$0	1	0.05%	Maintained
2281	IFG Investors Financial Group Plymouth, Minnesota	$289K	+$285K	1	0.16%	New
2282	Cohen & Steers New York	$287K	$0	1	0%	Maintained
2283	SCM Stevens Capital Management Radnor, Pennsylvania	$286K	-$1.29M	1	0.08%	Reduced
2284	OWA One Wealth Advisors San Francisco, California	$285K	+$283K	1	0.09%	New
2285	VWA Visionary Wealth Advisors O'fallon, Illinois	$285K	-$90.3K	1	0.03%	Reduced
2286	CVM Cheviot Value Management Beverly Hills, California	$284K	-$31K	1	0.07%	Reduced
2287	EPA Element Pointe Advisors Miami, Florida	$284K	$0	1	0.09%	Maintained
2288	JF JSF Financial Los Angeles, California	$284K	+$46.3K	1	0.17%	Increased
2289	MRCM M&R Capital Management Summit, New Jersey	$284K	$0	2	0.07%	Maintained
2290	SIA SkyView Investment Advisors Shrewsbury, New Jersey	$282K	$0	1	0.13%	Maintained
2291	ACM AUA Capital Management Camp Hill, Pennsylvania	$281K	$0	2	0.17%	Maintained
2292	JCM Janney Capital Management Pittsburgh, Pennsylvania	$280K	+$12.2K	1	0.02%	Increased
2293	CWM CCG Wealth Management San Diego, California	$279K	-$18.5K	1	0.22%	Reduced
2294	OL Optas LLC Austin, Texas	$279K	$0	1	0.08%	Maintained
2295	BZWA Blue Zone Wealth Advisors Los Angeles, California	$278K	$0	1	0.1%	Maintained
2296	BWM Blossom Wealth Management San Ramon, Ca, California	$277K	+$276K	1	2.08%	New
2297	BFPW BOK Financial Private Wealth Denver, Colorado	$276K	+$273K	1	0.02%	New
2298	1CM 1492 Capital Management Milwaukee, Wisconsin	$275K	$0	1	0.14%	Maintained
2299	LWM Loveless Wealth Management Billings, Montana	$275K	-$5.47K	1	0.17%	Reduced
2300	ACP Aveo Capital Partners Englewood, Colorado	$274K	-$149K	1	0.06%	Reduced