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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	Credit Agricole Montrouge Cedex, France	$182K	-$9.28K	2	0%	Reduced
2452	Larson Financial Group St Louis, Missouri	$181K	-$393	3	0.04%	Reduced
2453	SOAMC Spirit of America Management Corp Syosset, New York	$179K	$0	1	0.04%	Maintained
2454	RWM Raffa Wealth Management Washington, District of Columbia	$177K	-$96.8K	3	0.06%	Reduced
2455	PGGM Investments Zeist, Netherlands	$176K	+$175K	1	0%	New
2456	WIA Wealthstreet Investment Advisors Dallas, Texas	$175K	-$604K	1	0.91%	Reduced
2457	ANBT American National Bank & Trust Wichita Falls, Texas	$174K	+$84.2K	2	0.04%	Increased
2458	FCM Firestone Capital Management Coral Gables, Florida	$174K	$0	3	0.06%	Maintained
2459	TIM Tortoise Investment Management White Plains, New York	$170K	+$27.8K	4	0.04%	Increased
2460	MIM Meridiem Investment Management London, United Kingdom	$168K	$0	1	0.01%	Maintained
2461	WPA West Paces Advisors Atlanta, Georgia	$166K	+$4.95K	3	0.06%	Increased
2462	CFG CKW Financial Group Honolulu, Hawaii	$164K	$0	1	0.03%	Maintained
2463	CPA Cowen Prime Advisors New York	$164K	$0	1	0.06%	Maintained
2464	AW Avion Wealth The Woodlands, Texas	$163K	$0	1	0.05%	Maintained
2465	Picton Mahoney Asset Management Toronto, Ontario, Canada	$162K	+$158K	1	0%	New
2466	FWM Filbrandt Wealth Management Middleton, Wisconsin	$159K	-$1K	1	0.09%	Reduced
2467	CYG Clean Yield Group Norwich, Vermont	$155K	+$152K	2	0.05%	New
2468	Harvest Fund Management Beijing, China	$154K	+$51.1K	2	0.02%	Increased
2469	FFG Ford Financial Group Fresno, California	$151K	+$151K	3	0.06%	New
2470	EBSAM Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$148K	-$150K	2	0.01%	Reduced
2471	MCA Mercer Capital Advisers Little Silver, New Jersey	$146K	$0	1	0.07%	Maintained
2472	RP Rowlandmiller & Partners Atlanta, Georgia	$145K	-$32.4K	1	0.04%	Reduced
2473	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$144K	+$138K	1	0.1%	Increased
2474	JWM Janiczek Wealth Management Denver, Colorado	$143K	+$14.5K	5	0.05%	Increased
2475	PSIWM Paradigm Strategies in Wealth Management Maple Grove, Minnesota	$143K	-$30K	1	0.13%	Reduced