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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
2601	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$210K	+$634	3	0.11%	Increased
2602	TCBWMS Texas Capital Bank Wealth Management Services Dallas, Texas	$210K	+$1.43K	1	0.03%	Increased
2603	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$209K	+$4.53K	1	0.1%	Increased
2604	BTIM BancFirst Trust & Investment Management Oklahoma City, Oklahoma	$208K	$0	1	0.12%	Maintained
2605	LFA Landmark Financial Advisors Bowling Green, Kentucky	$208K	-$8.69K	1	0.11%	Reduced
2606	PFWA Paces Ferry Wealth Advisors Atlanta, Georgia	$208K	+$1.81K	1	0.23%	Increased
2607	MWP Meridian Wealth Partners Exton, Pennsylvania	$207K	-$13.9K	1	0.05%	Reduced
2608	SHFA SC&H Financial Advisors Sparks, Maryland	$207K	$0	1	0.1%	Maintained
2609	ACM Antonetti Capital Management Naples, Florida	$206K	+$228K	1	0.24%	New
2610	Avalon Investment & Advisory Houston, Texas	$206K	$0	1	0.01%	Maintained
2611	TIM Tortoise Investment Management White Plains, New York	$206K	-$2.63K	4	0.04%	Reduced
2612	WAM Worth Asset Management Dallas, Texas	$206K	-$99.1K	4	0.15%	Reduced
2613	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$205K	$0	1	0.09%	Maintained
2614	BFA Buttonwood Financial Advisors Baltimore, Maryland	$205K	$0	1	0.18%	Maintained
2615	CT Columbia Trust Portland, Oregon	$204K	+$13.1K	1	0.12%	Increased
2616	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$204K	+$216K	2	1.41%	New
2617	HW Hamilton Wealth Encino, California	$204K	-$160K	1	0.09%	Reduced
2618	HFG Heron Financial Group New York	$204K	$0	1	0.13%	Maintained
2619	MTIC Missouri Trust & Investment Company Springfield, Missouri	$204K	$0	2	0.13%	Maintained
2620	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$203K	$0	1	0.1%	Maintained
2621	OPOWM One Plus One Wealth Management Jupiter, Florida	$203K	-$532K	1	0.17%	Reduced
2622	SCA Southern Capital Advisors Jackson, Tennessee	$203K	+$91	1	0.17%	Increased
2623	WC Wexford Capital West Palm Beach, Florida	$203K	-$846K	1	0.06%	Reduced
2624	AWP Accretive Wealth Partners Parsippany, New Jersey	$202K	-$233K	1	0.15%	Reduced
2625	BMA Brooks Moore & Associates Chattanooga, Tennessee	$202K	$0	1	0.16%	Maintained