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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	JCM Jag Capital Management St Louis, Missouri	$310K	$0	1	0.02%	Maintained
2352	SWM Sculati Wealth Management Bloomfield Hills, Michigan	$310K	$0	1	0.15%	Maintained
2353	SAA Southeast Asset Advisors Thomasville, Georgia	$310K	-$1.05K	1	0.04%	Reduced
2354	TCOT Trust Company of Toledo Holland, Ohio	$310K	-$372	1	0.05%	Reduced
2355	NCM Next Capital Management New York	$309K	+$297K	1	0.21%	New
2356	BI Ballast Inc Lexington, Kentucky	$308K	-$7.82K	1	0.12%	Reduced
2357	TWM Thrive Wealth Management Audubon, Pennsylvania	$308K	+$311K	1	0.11%	New
2358	TC Trust Company Manhattan, Kansas	$307K	-$68K	4	0.07%	Reduced
2359	Cohen & Steers New York	$306K	$0	1	0%	Maintained
2360	GAM Gould Asset Management Claremont, California	$306K	-$28.8K	1	0.09%	Reduced
2361	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$306K	-$63.8K	1	0.18%	Reduced
2362	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$305K	-$1.22K	1	0.08%	Reduced
2363	AG AlphaSimPlex Group Boston, Massachusetts	$304K	-$619K	1	0.52%	Reduced
2364	FWP Firethorn Wealth Partners Augusta, Georgia	$303K	+$307K	1	0.23%	New
2365	KM Kalos Management Alpharetta, Georgia	$303K	+$16.6K	1	0.08%	Increased
2366	Accredited Investors Edina, Minnesota	$302K	-$209K	1	0.03%	Reduced
2367	PI Parkside Investments Deerfield, Illinois	$302K	$0	1	0.06%	Maintained
2368	RC Ronit Capital London, United Kingdom	$301K	$0	1	0.44%	Maintained
2369	SAM Seelaus Asset Management Chatham, New Jersey	$301K	$0	1	0.16%	Maintained
2370	SF Symphony Financial Houston, Texas	$300K	+$12.3K	1	0.08%	Increased
2371	CCM Carlson Capital Management Northfield, Minnesota	$299K	+$54.9K	1	0.03%	Increased
2372	XS XR Securities Chicago, Illinois	$299K	+$288K	1	0.03%	New
2373	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$298K	+$66.5K	1	0.17%	Increased
2374	ACM Antonetti Capital Management Naples, Florida	$297K	-$6.97K	1	0.23%	Reduced
2375	HHGA Halbert Hargrove Global Advisors Long Beach, California	$297K	+$2.88K	1	0.02%	Increased