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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	GH GAM Holding Zurich, Switzerland	$220K	-$7.54M	1	0.01%	Reduced
2302	MF Manchester Financial Westlake Village, California	$220K	+$13.6K	4	0.14%	Increased
2303	RW Rede Wealth Charlottesville, Virginia	$220K	+$202K	1	0.15%	New
2304	BFS Bickling Financial Services Lexington, Massachusetts	$219K	+$201K	1	0.14%	New
2305	CWM Campbell Wealth Management Alexandria, Virginia	$219K	+$212K	1	0.03%	New
2306	GCA Greenwood Capital Associates Greenwood, South Carolina	$219K	+$212K	1	0.04%	New
2307	22CM 20/20 Capital Management Costa Mesa, California	$218K	+$204K	1	0.06%	New
2308	CB CNB Bank Clearfield, Pennsylvania	$218K	-$14.2K	3	0.16%	Reduced
2309	RC Rovin Capital Mesa, Arizona	$218K	+$200K	1	0.17%	New
2310	SICM Sustainable Insight Capital Management New York	$218K	+$201K	1	0.15%	New
2311	CFN Cordasco Financial Network Naples, Florida	$217K	-$6.02K	3	0.17%	Reduced
2312	SFG StrategIQ Financial Group Merrillville, Indiana	$217K	+$200K	1	0.05%	New
2313	VHAM Van Hulzen Asset Management El Dorado Hills, California	$217K	-$91.3K	1	0.03%	Reduced
2314	NA Navellier & Associates Reno, Nevada	$216K	+$918	1	0.04%	Increased
2315	MCM Magnolia Capital Management Cold Spring, New York	$215K	+$208K	1	0.22%	New
2316	MSA Marino Stram & Associates Braintree, Massachusetts	$215K	+$197K	1	0.1%	New
2317	BWA Burt Wealth Advisors North Bethesda, Maryland	$214K	$0	2	0.07%	Maintained
2318	CP Coho Partners Berwyn, Pennsylvania	$213K	+$196K	1	0%	New
2319	RCG Rock Creek Group Washington, District of Columbia	$213K	-$400K	1	0.09%	Reduced
2320	SCM Sterneck Capital Management Kansas City, Missouri	$213K	-$61K	1	0.16%	Reduced
2321	EW Element Wealth Ridgeland, Mississippi	$211K	+$194K	1	0.2%	New
2322	KIC Kensington Investment Counsel Long Beach, California	$210K	+$193K	1	0.17%	New
2323	WCA Westover Capital Advisors Wilmington, Delaware	$210K	$0	1	0.08%	Maintained
2324	PP Pegasus Partners Mequon, Wisconsin	$209K	+$192K	1	0.05%	New
2325	BHB Bank Hapoalim BM Tel Aviv, Israel	$208K	+$201K	1	0.03%	New