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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
2501	AF Affiance Financial St. Louis Park, Minnesota	$306K	$0	1	0.09%	Maintained
2502	ICM Islay Capital Management Lubbock, Texas	$306K	-$226K	2	0.24%	Reduced
2503	GA Geller Advisors New York	$306K	-$3.09K	1	0.03%	Reduced
2504	&Partners Nashville, Tennessee	$305K	+$288K	1	0.07%	New
2505	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$305K	$0	2	0.28%	Maintained
2506	NF Norwood Financial Honesdale, Pennsylvania	$305K	-$17.9K	3	0.46%	Reduced
2507	MSA Marino Stram & Associates Braintree, Massachusetts	$305K	+$1.5K	1	0.08%	Increased
2508	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$304K	$0	1	0.17%	Maintained
2509	BWP Baldwin Wealth Partners Marion, Massachusetts	$304K	-$5.3K	3	0.02%	Reduced
2510	LC Lincoln Capital Lincoln, Nebraska	$302K	$0	1	0.07%	Maintained
2511	FCFC First Citizens Financial Corp Mason City, Iowa	$302K	$0	1	0.19%	Maintained
2512	IIC Ironwood Investment Counsel Scottsdale, Arizona	$302K	+$79	1	0.06%	Increased
2513	CIA Cape Investment Advisory Mcdonough, Georgia	$302K	+$112K	2	0.15%	Increased
2514	FPGK Financial Partners Group (Kansas) Overland Park, Kansas	$301K	+$1.82K	1	0.05%	Increased
2515	MWM MGB Wealth Management Addison, Texas	$301K	+$268K	1	0.15%	New
2516	SRC Stone Run Capital New York	$301K	-$237K	1	0.13%	Reduced
2517	HCM Hillman Capital Management Bethesda, Maryland	$300K	+$21.1K	1	0.1%	Increased
2518	GAG GM Advisory Group Melville, New York	$300K	-$2.85K	1	0.02%	Reduced
2519	ANB Amarillo National Bank Amarillo, Texas	$299K	+$8.44K	1	0.06%	Increased
2520	LWM Liberty Wealth Management Oakland, California	$299K	+$36.6K	1	0.06%	Increased
2521	IHL Investment House LLC Redondo Beach, California	$298K	$0	1	0.02%	Maintained
2522	NB Nicolet Bankshares Green Bay, Wisconsin	$297K	-$3.56K	1	0.08%	Reduced
2523	RSA River Street Advisors Aurora, Illinois	$294K	+$9.38K	1	0.23%	Increased
2524	ML McAdam LLC Philadelphia, Pennsylvania	$294K	+$3.88K	1	0.02%	Increased
2525	Check Capital Management Costa Mesa, California	$294K	$0	1	0.01%	Maintained