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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	Gibraltar Capital Management Tulsa, Oklahoma	$279K	$0	1	0.13%	Maintained
2602	Vicus Capital State College, Pennsylvania	$278K	-$7.58K	1	0.03%	Reduced
2603	Endurance Wealth Management Providence, Rhode Island	$278K	$0	2	0.04%	Maintained
2604	FDDB Fidelity D&D Bancorp Dunmore, Pennsylvania	$278K	+$281K	1	0.21%	New
2605	BWCS Beirne Wealth Consulting Services Shelton, Connecticut	$278K	+$286K	1	0.19%	New
2606	Shapiro Capital Management Atlanta, Georgia	$278K	-$229K	1	0.01%	Reduced
2607	PAG Paladin Advisory Group Clive, Iowa	$277K	+$279K	2	0.23%	New
2608	EBWM Eagle Bluffs Wealth Management Columbia, Missouri	$277K	+$23.2K	1	0.23%	Increased
2609	Oxbow Advisors Austin, Texas	$277K	-$393K	1	0.05%	Reduced
2610	DIP Davis Investment Partners Charlotte, North Carolina	$277K	$0	1	0.15%	Maintained
2611	Certuity North Palm Beach, Florida	$277K	-$63.6K	1	0.04%	Reduced
2612	Visionary Wealth Advisors O'fallon, Illinois	$276K	-$303K	1	0.02%	Reduced
2613	AFM Andesa Financial Management Allentown, Pennsylvania	$276K	-$478K	1	0.14%	Reduced
2614	RMSCM R.M. Sincerbeaux Capital Management New York	$275K	$0	1	0.19%	Maintained
2615	Inspire Advisors Meridian, Idaho	$275K	-$177K	1	0.06%	Reduced
2616	BBR Partners New York	$275K	+$38.6K	1	0.03%	Increased
2617	EG Ellerson Group Annapolis, Maryland	$275K	-$3.65M	1	0.3%	Reduced
2618	RFO RiverGlades Family Offices Naples, Florida	$274K	$0	1	0.25%	Maintained
2619	CM Capital Management Glen Allen, Virginia	$273K	$0	1	0.06%	Maintained
2620	Valley National Advisers Bethlehem, Pennsylvania	$273K	+$464	3	0.05%	Increased
2621	RMR Wealth Builders Montclair, New Jersey	$273K	-$818	1	0.05%	Reduced
2622	Opes Wealth Management Menlo Park, California	$272K	-$2.86K	1	0.09%	Reduced
2623	BOM Bank of Marin Novato, California	$271K	$0	1	0.26%	Maintained
2624	AFC AFT Forsyth & Company West Palm Beach, Florida	$270K	$0	1	0.21%	Maintained
2625	Physician Wealth Advisors Midvale, Utah	$270K	-$5.32K	1	0.07%	Reduced