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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
2351	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$207K	+$199K	1	0.11%	New
2352	SWM Sugarloaf Wealth Management Duluth, Georgia	$206K	+$200K	2	0.09%	New
2353	TGAM TBH Global Asset Management Brentwood, Tennessee	$206K	+$210K	1	0.06%	New
2354	CAC Certified Advisory Corp Altamonte Springs, Florida	$205K	+$91	3	0.07%	Increased
2355	CB CNB Bank Clearfield, Pennsylvania	$205K	+$46.5K	2	0.17%	Increased
2356	DAM Doheny Asset Management Los Angeles, California	$205K	+$197K	1	0.16%	New
2357	LFA Landmark Financial Advisors Bowling Green, Kentucky	$205K	+$185K	1	0.12%	New
2358	AWA Alaska Wealth Advisors Anchorage, Alaska	$204K	+$196K	1	0.03%	New
2359	HRC Hoertkorn Richard Charles	$204K	$0	1	0.13%	Maintained
2360	TF TimeScale Financial Danvers, Massachusetts	$204K	$0	3	0.06%	Maintained
2361	OMIC Old Mission Investment Co Traverse City, Michigan	$204K	+$196K	1	0.18%	New
2362	BFG Barber Financial Group Lenexa, Kansas	$203K	+$195K	1	0.04%	New
2363	JSL JT Stratford LLC Gainesville, Georgia	$203K	-$76.1K	1	0.09%	Reduced
2364	BAM Bruderman Asset Management Locust Valley, New York	$202K	-$408K	1	0.06%	Reduced
2365	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$202K	+$195K	1	0.56%	New
2366	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$201K	+$194K	1	0.15%	New
2367	SIA SeaBridge Investment Advisors Summit, New Jersey	$200K	$0	1	0.07%	Maintained
2368	LAM Lapides Asset Management Greenwich, Connecticut	$195K	+$202K	1	0.1%	New
2369	OFS OneAscent Financial Services Birmingham, Alabama	$192K	+$199K	1	0.11%	New
2370	SCM Sterneck Capital Management Kansas City, Missouri	$185K	+$192K	1	0.15%	New
2371	TC Trust Company Manhattan, Kansas	$183K	-$15.5K	3	0.16%	Reduced
2372	II Ibex Investors Denver, Colorado	$181K	+$187K	1	0%	New
2373	RP Rowlandmiller & Partners Atlanta, Georgia	$180K	+$13.4K	1	0.06%	Increased
2374	MCF Advisors Covington, Kentucky	$180K	+$18.1K	3	0.03%	Increased
2375	WPA West Paces Advisors Atlanta, Georgia	$179K	$0	3	0.1%	Maintained