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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
2301	CFG CKW Financial Group Honolulu, Hawaii	$68K	-$265K	1	0.02%	Reduced
2302	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$66K	-$7.74K	1	0.03%	Reduced
2303	TI Truehand Inc Strafford, New Hampshire	$59K	-$34.9K	1	0.05%	Reduced
2304	BC Barnett & Company Chattanooga, Tennessee	$57K	+$40.6K	1	0.05%	Increased
2305	HI Human Investing Lake Oswego, Oregon	$57K	+$58.2K	1	0.02%	New
2306	PCA Providence Capital Advisors Charlotte, North Carolina	$57K	-$12K	1	0.03%	Reduced
2307	LF Lee Financial Dallas, Texas	$55K	+$9.55K	3	0.02%	Increased
2308	SWM Selective Wealth Management Forest, Virginia	$54K	+$48.8K	2	0.04%	Increased
2309	GFPC Global Financial Private Capital Sarasota, Florida	$53K	-$898K	3	0%	Reduced
2310	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$52K	+$52.4K	1	0.02%	New
2311	AWW Alan W. Weber	$51K	$0	1	0.03%	Maintained
2312	HFA Hoover Financial Advisors Malvern, Pennsylvania	$51K	+$53.6K	2	0.02%	New
2313	NO Ninety One Cape Town, South Africa	$51K	+$52.1K	1	0.02%	New
2314	GW&K Investment Management Boston, Massachusetts	$49K	-$29.4K	1	0%	Reduced
2315	Sageworth Trust Lancaster, Pennsylvania	$48K	+$11.4K	3	0.01%	Increased
2316	FWM Focused Wealth Management Newburgh, New York	$47K	+$38.7K	2	0.01%	Increased
2317	SL Savior LLC Wellesley Hills, Massachusetts	$45K	+$4.68K	3	0.06%	Increased
2318	BAMG Brand Asset Management Group Chesterfield, Missouri	$43K	-$5K	1	0.03%	Reduced
2319	Credit Agricole Montrouge Cedex, France	$43K	+$43.7K	1	0%	New
2320	RCG Ruggie Capital Group Tavares, Florida	$43K	+$43.9K	1	3.54%	New
2321	DCM Davis Capital Management Jacksonville, Florida	$42K	-$411K	2	0.08%	Reduced
2322	CAM Costello Asset Management Feasterville, Pennsylvania	$39K	+$40K	1	0.04%	New
2323	CA Centerpoint Advisors Needham, Massachusetts	$38K	-$21.5K	1	0.03%	Reduced
2324	DI Disciplined Investments Tulsa, Oklahoma	$38K	-$14K	2	0.03%	Reduced
2325	FWM FSA Wealth Management Needham, Massachusetts	$38K	-$22.7K	1	0.03%	Reduced