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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
2426	ARMC American Research & Management Company Marion, Massachusetts	$141K	-$29.9K	2	0.03%	Reduced
2427	VCM Versant Capital Management Phoenix, Arizona	$139K	-$156K	8	0.05%	Reduced
2428	EI Ellevest Inc New York	$137K	+$34.8K	2	0.02%	Increased
2429	LJHT Laurie J. Hall Trustee	$133K	-$177K	1	0.05%	Reduced
2430	MCA Mercer Capital Advisers Little Silver, New Jersey	$132K	$0	1	0.07%	Maintained
2431	JWM Janiczek Wealth Management Denver, Colorado	$131K	+$19.5K	5	0.05%	Increased
2432	TIM Tortoise Investment Management White Plains, New York	$127K	+$85.9K	4	0.03%	Increased
2433	RTC Riverview Trust Company Vancouver, Washington	$126K	$0	2	0.14%	Maintained
2434	TCM Tradewinds Capital Management Bellingham, Washington	$126K	$0	2	0.03%	Maintained
2435	KFA Kelleher Financial Advisors New York	$124K	-$608K	1	0.08%	Reduced
2436	PP PrairieView Partners St. Paul, Minnesota	$124K	+$6.06K	1	0.02%	Increased
2437	SWM Sugarloaf Wealth Management Duluth, Georgia	$124K	+$7.96K	2	0.04%	Increased
2438	SOW State of Wyoming Cheyenne, Wyoming	$123K	+$114K	2	0.2%	New
2439	SC Solstein Capital Menlo Park, California	$122K	+$114K	3	0.17%	New
2440	SLF Sun Life Financial Toronto, Ontario, Canada	$122K	-$2.18K	3	0.01%	Reduced
2441	FI FormulaFolio Investments Grand Rapids, Michigan	$120K	-$3.14M	3	0.04%	Reduced
2442	Simon Quick Advisors Morristown, New Jersey	$116K	-$2.06K	3	0.03%	Reduced
2443	Bogart Wealth LLC Mclean, Virginia	$112K	-$51.9K	2	0.02%	Reduced
2444	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$111K	$0	3	0.16%	Maintained
2445	ADL Asset Dedication LLC San Francisco, California	$108K	-$132K	3	0.02%	Reduced
2446	HRC Hoertkorn Richard Charles	$105K	$0	1	0.05%	Maintained
2447	Benjamin Edwards Inc Clayton, Missouri	$102K	+$28.4K	2	0.08%	Increased
2448	BMD Better Money Decisions Santa Fe, New Mexico	$102K	+$95.7K	2	0.11%	New
2449	Maven Securities St Helier, Jersey	$101K	-$185K	1	0%	Reduced
2450	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$101K	-$22.9K	3	0.05%	Reduced