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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
2451	AJ Ashburton (Jersey) St Helier, Jersey	$42K	-$3.9K	1	0.02%	Reduced
2452	1NWS 1 North Wealth Services Annapolis, Maryland	$41K	+$31.1K	1	0.03%	Increased
2453	JAM JCIC Asset Management Toronto, Ontario, Canada	$41K	$0	1	0.02%	Maintained
2454	NEAM New England Asset Management Farmington, Connecticut	$40K	$0	1	0%	Maintained
2455	RBC Roble Belko & Company Sewickley, Pennsylvania	$38K	$0	2	0.01%	Maintained
2456	EWA Evolution Wealth Advisors Aventura, Florida	$36K	-$12.4K	4	0.01%	Reduced
2457	HI Human Investing Lake Oswego, Oregon	$36K	$0	1	0.01%	Maintained
2458	POIA Pin Oak Investment Advisors Houston, Texas	$36K	-$11.5K	1	0.03%	Reduced
2459	HCM Horrell Capital Management Little Rock, Arkansas	$35K	$0	2	0.02%	Maintained
2460	TCM TD Capital Management Memphis, Tennessee	$35K	$0	2	0.01%	Maintained
2461	PCM Price Capital Management Lafayette, Louisiana	$34K	-$1.15M	1	0.01%	Reduced
2462	LWA Lowe Wealth Advisors Columbia, Maryland	$33K	$0	2	0.02%	Maintained
2463	SIS Sound Income Strategies Ft Lauderdale, Florida	$33K	$0	2	0.01%	Maintained
2464	IRAG Investment Research & Advisory Group Atlanta, Georgia	$32K	+$30.6K	1	0.03%	New
2465	ANBT American National Bank & Trust Wichita Falls, Texas	$30K	-$16.8K	1	0.01%	Reduced
2466	CWA Capital Wealth Alliance Scottsdale, Arizona	$30K	+$28.8K	1	0.03%	New
2467	MS Mizuho Securities Tokyo, Japan	$30K	-$177K	1	0.02%	Reduced
2468	PA PSI Advisors Tampa, Florida	$30K	+$30.2K	2	0.02%	New
2469	SM SG3 Management Dorado, Puerto Rico	$30K	+$28.8K	1	0%	New
2470	TCCM Timber Creek Capital Management Boston, Massachusetts	$30K	$0	2	0.02%	Maintained
2471	HF Halpern Financial Ashburn, Virginia	$27K	+$27.5K	1	0.02%	New
2472	VAIA Virtus Alternative Investment Advisers Hartford, Connecticut	$27K	+$26.2K	3	0.41%	New
2473	BC Barnett & Company Chattanooga, Tennessee	$26K	-$33K	1	0.02%	Reduced
2474	CP Corbenic Partners Bethlehem, Pennsylvania	$26K	+$26.3K	2	0.02%	New
2475	GG Gleason Group Prospect, Kentucky	$26K	+$25.5K	1	0.02%	New