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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
2576	CT Columbia Trust Portland, Oregon	$206K	$0	1	0.11%	Maintained
2577	EA Eudaimonia Advisors Winchester, Tennessee	$206K	+$208K	1	0.12%	New
2578	HFG Heron Financial Group New York	$206K	$0	1	0.11%	Maintained
2579	AFC AFT Forsyth & Company West Palm Beach, Florida	$205K	+$2.18K	1	0.11%	Increased
2580	AIA AIMZ Investment Advisors Los Altos, California	$205K	+$197K	1	0.08%	New
2581	BWP BSW Wealth Partners Boulder, Colorado	$205K	+$208K	1	0.05%	New
2582	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$205K	+$5.23K	1	0.04%	Increased
2583	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$205K	+$201K	2	0.16%	New
2584	SPC Stewart & Patten Company Lafayette, California	$204K	-$43.6K	1	0.03%	Reduced
2585	HCM Hutchinson Capital Management San Rafael, California	$203K	-$513K	1	0.05%	Reduced
2586	JWM Janiczek Wealth Management Denver, Colorado	$203K	-$5.35K	5	0.06%	Reduced
2587	MFC Morris Financial Concepts Mount Pleasant, South Carolina	$203K	+$206K	1	0.17%	New
2588	NC NewSquare Capital Newtown Square, Pennsylvania	$202K	$0	1	0.02%	Maintained
2589	GWM Gray Wealth Management Bangor, Maine	$201K	+$204K	1	0.1%	New
2590	NB Nicolet Bankshares Green Bay, Wisconsin	$201K	-$502K	1	0.04%	Reduced
2591	WCAMG Woodard & Company Asset Management Group Bermuda Run, North Carolina	$201K	$0	1	0.1%	Maintained
2592	Saturna Capital Bellingham, Washington	$200K	+$208K	1	0%	New
2593	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$199K	+$204K	3	0.05%	New
2594	LS Leelyn Smith Geneva, Illinois	$197K	-$71.7K	3	0.05%	Reduced
2595	APP Alpha Paradigm Partners Chicago, Illinois	$190K	-$48.4K	2	0.08%	Reduced
2596	Kayne Anderson Rudnick Investment Management Los Angeles, California	$187K	+$18.5K	3	0%	Increased
2597	TIM Tortoise Investment Management White Plains, New York	$185K	+$13.1K	4	0.03%	Increased
2598	RWM Raffa Wealth Management Washington, District of Columbia	$182K	-$697	3	0.06%	Reduced
2599	SOAMC Spirit of America Management Corp Syosset, New York	$181K	$0	1	0.04%	Maintained
2600	UIA Ulland Investment Advisors Minneapolis, Minnesota	$175K	+$178K	1	0.11%	New