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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	Apella Capital West Hartford, Connecticut	$288K	-$3.95K	1	0.03%	Reduced
2627	GCM Gibraltar Capital Management Tulsa, Oklahoma	$288K	$0	1	0.14%	Maintained
2628	E Fund Management Guangzhou, China	$287K	-$9.78K	1	0.02%	Reduced
2629	AWM AAF Wealth Management Westborough, Massachusetts	$287K	+$4.14K	1	0.2%	Increased
2630	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$286K	+$267K	3	0.1%	New
2631	OWM Opes Wealth Management Menlo Park, California	$283K	-$282	1	0.1%	Reduced
2632	RFO RiverGlades Family Offices Naples, Florida	$283K	+$263K	1	0.26%	New
2633	AC Avenir Corporation Alexandria, Virginia	$283K	-$1.13K	1	0.03%	Reduced
2634	WWA WC Walker & Associates Fullerton, California	$282K	+$14.1K	1	0.15%	Increased
2635	CM Capital Management Glen Allen, Virginia	$282K	$0	1	0.07%	Maintained
2636	EW Element Wealth Ridgeland, Mississippi	$282K	-$17.4K	1	0.23%	Reduced
2637	WAC William Allan Corp Fort Collins, Colorado	$282K	$0	1	0.24%	Maintained
2638	GCM Gallacher Capital Management Lone Tree, Colorado	$281K	+$282K	1	0.17%	New
2639	CG Cutler Group San Francisco, California	$281K	-$1.34M	4	0.02%	Reduced
2640	MC Matisse Capital Portland, Oregon	$281K	+$269K	1	0.25%	New
2641	DIP Davis Investment Partners Charlotte, North Carolina	$280K	+$262K	1	0.14%	New
2642	BOM Bank of Marin Novato, California	$279K	-$3.39K	1	0.26%	Reduced
2643	CL COWA LLC Tulsa, Oklahoma	$279K	-$40.5K	1	0.17%	Reduced
2644	WA WESPAC Advisors Orinda, California	$279K	-$12.2K	1	0.48%	Reduced
2645	AFC AFT Forsyth & Company West Palm Beach, Florida	$279K	$0	1	0.24%	Maintained
2646	HPM Hoxton Planning & Management Shepherdstown, West Virginia	$278K	+$259K	1	0.15%	New
2647	VNA Valley National Advisers Bethlehem, Pennsylvania	$278K	-$37.2K	3	0.05%	Reduced
2648	DF Dent & Co Baltimore, Maryland	$277K	-$3.67K	1	0%	Reduced
2649	HCP Hexagon Capital Partners Rogers, Arkansas	$276K	-$62.2K	6	0.08%	Reduced
2650	PFC Poplar Forest Capital Pasadena, California	$276K	+$299K	1	0.03%	New