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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
2376	MIM Merrion Investment Management Cranford, New Jersey	$392K	$0	1	0.29%	Maintained
2377	ACP Aveo Capital Partners Englewood, Colorado	$391K	-$822K	1	0.07%	Reduced
2378	HC Hamilton Capital Columbus, Ohio	$391K	+$69.9K	1	0.03%	Increased
2379	MWM Mascoma Wealth Management Hanover, New Hampshire	$390K	+$17.3K	1	0.12%	Increased
2380	WMA West Michigan Advisors Holland, Michigan	$390K	+$75.4K	1	0.26%	Increased
2381	RW Rede Wealth Charlottesville, Virginia	$389K	-$26.9K	1	0.18%	Reduced
2382	MW MBL Wealth Charlotte, North Carolina	$387K	+$370K	1	0.09%	New
2383	ESBC E.S. Barr & Co Lexington, Kentucky	$386K	-$6.92K	1	0.03%	Reduced
2384	MIM Moseley Investment Management Bradenton, Florida	$385K	-$28.9K	1	0.21%	Reduced
2385	Jump Financial Chicago, Illinois	$384K	-$2.31M	1	0.02%	Reduced
2386	BO Bank OZK Little Rock, Arkansas	$383K	+$2.65K	1	0.16%	Increased
2387	LCM Leisure Capital Management Costa Mesa, California	$383K	$0	1	0.19%	Maintained
2388	SCM Seascape Capital Management Portsmouth, New Hampshire	$383K	-$206K	1	0.2%	Reduced
2389	SVCP Silicon Valley Capital Partners San Jose, California	$383K	+$3.6K	1	0.06%	Increased
2390	SWM Stockman Wealth Management Billings, Montana	$382K	-$129K	1	0.08%	Reduced
2391	CWM Centric Wealth Management Chicago, Illinois	$381K	+$3.6K	1	0.12%	Increased
2392	WCG Weaver Consulting Group Huntington Beach, California	$381K	+$1.33K	1	0.18%	Increased
2393	Circle Wealth Management Summit, New Jersey	$380K	+$932	1	0.05%	Increased
2394	MSA Marino Stram & Associates Braintree, Massachusetts	$378K	+$3.22K	1	0.12%	Increased
2395	AWM AllSquare Wealth Management Albany, New York	$376K	+$569	2	0.23%	Increased
2396	CMS Capital Market Strategies Palm Beach Gardens, Florida	$376K	+$360K	1	0.32%	New
2397	GGHC Gilder Gagnon Howe & Co New York	$376K	+$25.7K	1	0%	Increased
2398	SAM Summit Asset Management Memphis, Tennessee	$375K	$0	1	0.11%	Maintained
2399	KWMG King Wealth Management Group Naples, Florida	$374K	-$7.3K	1	0.07%	Reduced
2400	FLII First Long Island Investors Jericho, New York	$373K	-$84.8K	1	0.03%	Reduced