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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
2626	AFC AFT Forsyth & Company West Palm Beach, Florida	$236K	$0	1	0.15%	Maintained
2627	KFSC Keystone Financial Services (Colorado) Loveland, Colorado	$236K	-$6.92K	1	0.14%	Reduced
2628	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$236K	$0	2	0.18%	Maintained
2629	NC NewSquare Capital Newtown Square, Pennsylvania	$236K	$0	1	0.03%	Maintained
2630	SWM Shelton Wealth Management Fort Worth, Texas	$236K	+$1.28K	1	0.19%	Increased
2631	WCAMG Woodard & Company Asset Management Group Bermuda Run, North Carolina	$235K	$0	1	0.1%	Maintained
2632	KA KLCM Advisors Milwaukee, Wisconsin	$234K	-$3.79K	1	0.05%	Reduced
2633	MFC Morris Financial Concepts Mount Pleasant, South Carolina	$234K	$0	1	0.2%	Maintained
2634	WAS Wealth Advisory Solutions Indiianapolis, Indiana	$234K	+$223K	1	0.05%	New
2635	SC Stephens Consulting Flint, Michigan	$232K	-$16.6K	2	0.19%	Reduced
2636	HCM Hutchinson Capital Management San Rafael, California	$231K	-$3.41K	1	0.05%	Reduced
2637	WAC William Allan Corp Fort Collins, Colorado	$231K	-$1.66M	1	0.17%	Reduced
2638	Charles Schwab Investment Advisory San Francisco, California	$230K	+$220K	1	0%	New
2639	CFG CKW Financial Group Honolulu, Hawaii	$230K	+$47.4K	1	0.03%	Increased
2640	MC Matisse Capital Portland, Oregon	$230K	+$213K	1	0.21%	New
2641	Mondrian Investment Partners London, United Kingdom	$230K	-$77.9M	1	0%	Reduced
2642	MCM Monument Capital Management Alexandria, Virginia	$230K	+$220K	1	0.07%	New
2643	CFA Camarda Financial Advisors Fleming Island, Florida	$229K	+$219K	1	0.11%	New
2644	CFC Client First Capital San Diego, California	$229K	+$219K	1	0.15%	New
2645	CRI Colonial River Investments Midlothian, Virginia	$229K	-$286K	1	0.13%	Reduced
2646	LS Leelyn Smith Geneva, Illinois	$228K	-$507	3	0.06%	Reduced
2647	BFA Buttonwood Financial Advisors Baltimore, Maryland	$226K	+$216K	1	0.2%	New
2648	JWM Janiczek Wealth Management Denver, Colorado	$226K	-$2.34K	5	0.06%	Reduced
2649	WCA Westover Capital Advisors Wilmington, Delaware	$226K	+$209K	1	0.07%	New
2650	ACP Arcus Capital Partners Atlanta, Georgia	$225K	-$218K	1	0.08%	Reduced