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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	JSL JT Stratford LLC Gainesville, Georgia	$274K	+$272K	1	0.09%	New
2302	LWM Liberty Wealth Management Oakland, California	$274K	-$18.2K	4	0.11%	Reduced
2303	SAM Summit Asset Management Memphis, Tennessee	$274K	+$25.2K	1	0.09%	Increased
2304	CFN Cordasco Financial Network Naples, Florida	$273K	$0	3	0.19%	Maintained
2305	SFO Stokes Family Office New Orleans, Louisiana	$271K	-$10.8K	1	0.04%	Reduced
2306	WAG Winthrop Advisory Group Boston, Massachusetts	$270K	+$84	1	0.06%	Increased
2307	EA Emerald Advisors Bellevue, Washington	$269K	+$266K	1	0.08%	New
2308	TCM Traynor Capital Management Malvern, Pennsylvania	$269K	+$21.6K	1	0.04%	Increased
2309	BCM Buckhead Capital Management Atlanta, Georgia	$268K	$0	1	0.06%	Maintained
2310	DAM Doheny Asset Management Los Angeles, California	$268K	$0	1	0.17%	Maintained
2311	TCWM Total Clarity Wealth Management St. Charles, Illinois	$268K	-$95K	1	0.15%	Reduced
2312	Commerzbank Aktiengesellschaft Frankfurt, Germany	$267K	-$146K	1	0.02%	Reduced
2313	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$266K	-$10.8K	1	0.08%	Reduced
2314	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$266K	-$68.2K	1	0.11%	Reduced
2315	22CM 20/20 Capital Management Costa Mesa, California	$265K	$0	1	0.07%	Maintained
2316	ACA Affinity Capital Advisors Berkeley, California	$265K	$0	1	0.09%	Maintained
2317	Capital Wealth Planning Naples, Florida	$265K	-$926	1	0.01%	Reduced
2318	MWM Midwest Wealth Management Indianapolis, Indiana	$265K	+$258K	1	0.19%	New
2319	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$265K	$0	1	0.12%	Maintained
2320	SBF Sara-Bay Financial Sarasota, Florida	$265K	-$1.29K	1	0.1%	Reduced
2321	WAM WNY Asset Management Williamsville, New York	$265K	+$2.27K	1	0.09%	Increased
2322	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$264K	-$419K	1	0.41%	Reduced
2323	MC Mathes Company New York	$264K	$0	1	0.1%	Maintained
2324	NFSG Newbridge Financial Services Group Boca Raton, Florida	$264K	+$1.18K	4	0.16%	Increased
2325	IA IFG Advisors St. Louis, Missouri	$263K	-$87.9K	1	0.13%	Reduced