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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	BSSFA Baron Silver Stevens Financial Advisors Boca Raton, Florida	$280K	-$80.8K	1	0.07%	Reduced
2277	CWM CCG Wealth Management San Diego, California	$280K	-$770	1	0.16%	Reduced
2278	Laird Norton Wetherby Trust Company Seattle, Washington	$279K	+$18K	1	0.03%	Increased
2279	Signature Estate & Investment Advisors Los Angeles, California	$279K	+$36.7K	1	0.01%	Increased
2280	WA WESPAC Advisors Orinda, California	$279K	+$278K	1	0.17%	New
2281	CAG Curtis Advisory Group Santa Barbara, California	$274K	-$328K	1	0.1%	Reduced
2282	Commerzbank Aktiengesellschaft Frankfurt, Germany	$273K	+$4.28K	1	0.02%	Increased
2283	BCM Buckhead Capital Management Atlanta, Georgia	$270K	$0	1	0.06%	Maintained
2284	DAM Doheny Asset Management Los Angeles, California	$270K	$0	1	0.19%	Maintained
2285	NFSG Newbridge Financial Services Group Boca Raton, Florida	$270K	+$5.37K	3	0.17%	Increased
2286	Prudential plc London, England, United Kingdom	$270K	-$20.5M	1	0%	Reduced
2287	SBF Sara-Bay Financial Sarasota, Florida	$270K	$0	1	0.11%	Maintained
2288	CVM Cheviot Value Management Beverly Hills, California	$269K	-$17.1K	1	0.07%	Reduced
2289	CFN Cordasco Financial Network Naples, Florida	$269K	-$5.13K	3	0.18%	Reduced
2290	FWM Focused Wealth Management Newburgh, New York	$269K	+$2.83K	4	0.04%	Increased
2291	Hills Bank & Trust North Liberty, Iowa	$269K	+$268K	1	0.04%	New
2292	RFG Range Financial Group Tigard, Oregon	$267K	+$38.1K	1	0.19%	Increased
2293	MC Mathes Company New York	$266K	$0	1	0.1%	Maintained
2294	CP Camelot Portfolios Maumee, Ohio	$264K	-$47K	1	0.14%	Reduced
2295	LSA Lion Street Advisors Austin, Texas	$264K	+$260K	1	0.14%	New
2296	ACA Affinity Capital Advisors Berkeley, California	$263K	$0	1	0.09%	Maintained
2297	LS Leelyn Smith Geneva, Illinois	$263K	-$77.4K	3	0.08%	Reduced
2298	WAM WNY Asset Management Williamsville, New York	$263K	-$2.31K	1	0.09%	Reduced
2299	CWP Concord Wealth Partners Abingdon, Virginia	$262K	-$387K	6	0.11%	Reduced
2300	EW Element Wealth Ridgeland, Mississippi	$262K	-$1.71K	1	0.21%	Reduced