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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
2551	AIA Alera Investment Advisors Deerfield, Illinois	$228K	-$8.6K	1	0.06%	Reduced
2552	CRI Colonial River Investments Midlothian, Virginia	$228K	+$3.81K	1	0.16%	Increased
2553	DF Dent & Co Baltimore, Maryland	$228K	+$252K	1	0%	New
2554	RSS Rosenblum Silverman Sutton San Francisco, California	$228K	-$13.6K	1	0.08%	Reduced
2555	C CEDRUS Littleton, Colorado	$227K	-$2.38K	1	0.21%	Reduced
2556	AFC AFT Forsyth & Company West Palm Beach, Florida	$226K	$0	1	0.2%	Maintained
2557	CFS CRA Financial Services Northfield, New Jersey	$226K	-$189K	1	0.08%	Reduced
2558	Pallas Capital Advisors Braintree, Massachusetts	$226K	-$3.53K	1	0.03%	Reduced
2559	PW Peninsula Wealth San Francisco, California	$226K	+$4.07K	1	0.08%	Increased
2560	PWA Physician Wealth Advisors Midvale, Utah	$226K	$0	1	0.07%	Maintained
2561	GWM Gray Wealth Management Bangor, Maine	$225K	+$25.8K	1	0.14%	Increased
2562	LA Lifeworks Advisors Grand Rapids, Michigan	$225K	+$19K	1	0.13%	Increased
2563	Maverick Capital Dallas, Texas	$225K	+$238K	1	0.01%	New
2564	WB West Bancorporation West Des Moines, Iowa	$225K	+$203K	1	0.17%	Increased
2565	VBFG Vishria Bird Financial Group Memphis, Tennessee	$223K	$0	1	0.15%	Maintained
2566	TDC Thompson Davis & Co Richmond, Virginia	$222K	+$476	1	0.3%	Increased
2567	WPA West Paces Advisors Atlanta, Georgia	$222K	-$3.8K	3	0.08%	Reduced
2568	FCFC First Citizens Financial Corp Mason City, Iowa	$221K	$0	1	0.22%	Maintained
2569	SC Steph & Co Marinette, Wisconsin	$221K	$0	2	0.15%	Maintained
2570	CF Corrigan Financial Middletown, Rhode Island	$221K	+$91	1	0.08%	Increased
2571	CC Cadinha & Co Honolulu, Hawaii	$220K	$0	1	0.07%	Maintained
2572	SIM SSI Investment Management Los Angeles, California	$220K	-$221K	1	0.01%	Reduced
2573	ANBT American National Bank & Trust Wichita Falls, Texas	$219K	+$154K	3	0.05%	Increased
2574	WFPG Waller Financial Planning Group Columbus, Ohio	$219K	+$222K	1	0.07%	New
2575	RTC Riverview Trust Company Vancouver, Washington	$218K	-$67.8K	4	0.21%	Reduced