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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
2526	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$350K	$0	2	0.57%	Maintained
2527	DCM Dean Capital Management Overland Park, Kansas	$348K	-$153K	1	0.46%	Reduced
2528	BO Bank OZK Little Rock, Arkansas	$348K	-$247K	1	0.17%	Reduced
2529	TFCP Twin Focus Capital Partners Boston, Massachusetts	$348K	-$1.6K	1	0.07%	Reduced
2530	RBFC Roman Butler Fullerton & Co St Louis, Missouri	$346K	+$1.22K	1	0.18%	Increased
2531	OW Olistico Wealth Tulsa, Oklahoma	$346K	+$322K	1	0.37%	New
2532	MIM Merrion Investment Management Cranford, New Jersey	$345K	-$32.2K	1	0.32%	Reduced
2533	WAM WNY Asset Management Williamsville, New York	$344K	$0	1	0.09%	Maintained
2534	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$343K	-$105K	1	0.04%	Reduced
2535	AMC Asset Management Corp Northbrook, Illinois	$342K	+$564	1	0.29%	Increased
2536	EWM Elite Wealth Management Kirkland, Washington	$341K	$0	1	0.03%	Maintained
2537	AFT Alpha Family Trust Los Angeles, California	$340K	+$317K	1	0.31%	New
2538	ANB Amarillo National Bank Amarillo, Texas	$339K	-$1.04K	1	0.08%	Reduced
2539	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$337K	+$73.7K	1	0.15%	Increased
2540	TF TimeScale Financial Danvers, Massachusetts	$336K	+$94	4	0.1%	Increased
2541	FSCM Front Street Capital Management Missoula, Montana	$336K	+$1.04K	1	0.08%	Increased
2542	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$336K	$0	2	0.16%	Maintained
2543	Graham Capital Management Rowayton, Connecticut	$336K	-$805K	1	0.01%	Reduced
2544	BSSFA Baron Silver Stevens Financial Advisors Boca Raton, Florida	$335K	+$312K	1	0.08%	New
2545	MRCM M&R Capital Management Summit, New Jersey	$334K	+$3.76K	2	0.09%	Increased
2546	Maverick Capital Dallas, Texas	$334K	+$17.7K	1	0.01%	Increased
2547	WIA Westbourne Investment Advisors Annapolis, Maryland	$333K	$0	1	0.17%	Maintained
2548	APG Abacus Planning Group Columbia, South Carolina	$332K	-$14.9K	1	0.09%	Reduced
2549	CFG Carr Financial Group Worcester, Massachusetts	$331K	+$309K	1	0.17%	New
2550	SAS Sanford Advisory Services Portage, Michigan	$331K	+$10.6K	1	0.08%	Increased