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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	1900 Wealth Management San Antonio, Texas	$334K	+$27.2K	1	0.04%	Increased
2352	WIA Westbourne Investment Advisors Annapolis, Maryland	$333K	$0	1	0.18%	Maintained
2353	FCT First Community Trust Dubuque, Iowa	$332K	-$54.3K	2	0.45%	Reduced
2354	RFA Resurgent Financial Advisors Atlanta, Georgia	$332K	-$232K	1	0.22%	Reduced
2355	TC TAP Consulting Kirkwood, Missouri	$332K	+$367K	1	0.09%	New
2356	FBC Fairfield, Bush & Co Darien, Connecticut	$331K	-$197K	1	0.23%	Reduced
2357	LFA Laraway Financial Advisors Saint Cloud, Minnesota	$331K	$0	1	0.37%	Maintained
2358	Members Trust Tampa, Florida	$330K	-$177K	1	0.01%	Reduced
2359	M&G Investment Management London, United Kingdom	$330K	-$44.6K	1	0%	Reduced
2360	Valley National Advisers Bethlehem, Pennsylvania	$330K	-$4.57K	3	0.07%	Reduced
2361	CMS Capital Market Strategies Palm Beach Gardens, Florida	$328K	-$815	1	0.37%	Reduced
2362	Mint Tower Capital Management Amsterdam, Netherlands	$328K	+$362K	1	0.03%	New
2363	KWMG King Wealth Management Group Naples, Florida	$326K	+$181	1	0.08%	Increased
2364	MCM Monument Capital Management Alexandria, Virginia	$325K	+$120K	1	0.12%	Increased
2365	SCM Spreng Capital Management Bucyrus, Ohio	$325K	$0	1	0.29%	Maintained
2366	Taurus Asset Management New York	$325K	$0	1	0.04%	Maintained
2367	HCM Hall Capital Management Barrington, Rhode Island	$324K	$0	1	0.22%	Maintained
2368	Relyea Zuckerberg Hanson Stamford, Connecticut	$324K	+$2.86K	1	0.12%	Increased
2369	AIC Archer Investment Corporation Carmel, Indiana	$324K	+$232K	3	0.14%	Increased
2370	Aveo Capital Partners Englewood, Colorado	$323K	+$634	1	0.06%	Increased
2371	FIM Fernwood Investment Management Quincy, Massachusetts	$323K	+$2.26K	1	0.14%	Increased
2372	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$322K	+$37.5K	1	0.25%	Increased
2373	FI Financial Insights Tacoma, Washington	$322K	+$356K	1	0.22%	New
2374	Hamilton Capital Columbus, Ohio	$322K	-$13.7K	1	0.02%	Reduced
2375	BFA Beacon Financial Advisory Cleveland, Ohio	$321K	-$236K	1	0.23%	Reduced