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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
2326	RIM Rockbridge Investment Management Syracuse, New York	$250K	+$5.21K	4	0.04%	Increased
2327	SFG StrategIQ Financial Group Merrillville, Indiana	$250K	$0	1	0.05%	Maintained
2328	BOM Bank of Marin Novato, California	$248K	-$6.84K	1	0.18%	Reduced
2329	CFSG Community Financial Services Group Newport, Vermont	$248K	+$246K	1	0.07%	New
2330	CCG Chatham Capital Group Savannah, Georgia	$247K	-$86	1	0.05%	Reduced
2331	CL COWA LLC Tulsa, Oklahoma	$246K	+$86	1	0.14%	Increased
2332	FCFC First Citizens Financial Corp Mason City, Iowa	$246K	$0	1	0.2%	Maintained
2333	First Eagle Investment Management New York	$246K	+$177K	1	0%	Increased
2334	SPC Stewart & Patten Company Lafayette, California	$246K	-$4.79K	1	0.04%	Reduced
2335	SFO Stokes Family Office New Orleans, Louisiana	$246K	-$22.4K	1	0.03%	Reduced
2336	AAM Arabesque Asset Management London, United Kingdom	$245K	+$1.59K	1	0.08%	Increased
2337	CCM Carlson Capital Management Northfield, Minnesota	$245K	+$3.42K	1	0.03%	Increased
2338	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$245K	$0	2	0.36%	Maintained
2339	LC Landaas & Company Milwaukee, Wisconsin	$245K	+$6.33K	1	0.14%	Increased
2340	WQ Wealth Quarterback Toms River, New Jersey	$245K	+$4.21M	4	0.16%	Increased
2341	BFA Beacon Financial Advisory Cleveland, Ohio	$243K	+$361	1	0.13%	Increased
2342	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$243K	-$28.7K	1	0.08%	Reduced
2343	LWA Lenox Wealth Advisors New York	$243K	+$2.91K	4	0.03%	Increased
2344	OWM Opes Wealth Management Menlo Park, California	$243K	+$22.5K	1	0.09%	Increased
2345	CPC Consolidated Planning Corp Atlanta, Georgia	$242K	+$246K	2	0.16%	New
2346	WCM Whitener Capital Management Rocky Mount, North Carolina	$242K	-$250K	1	0.11%	Reduced
2347	BWCS Beirne Wealth Consulting Services Shelton, Connecticut	$241K	$0	1	0.14%	Maintained
2348	FIB First Interstate Bank Billings, Montana	$241K	$0	1	0.02%	Maintained
2349	HCM Harvey Capital Management Palm Beach, Florida	$241K	-$233K	1	0.08%	Reduced
2350	AC Apogem Capital New York	$240K	+$245K	1	0.15%	New