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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
2651	CSA Cottage Street Advisors Marion, Massachusetts	$224K	+$214K	1	0.13%	New
2652	SAS Sanford Advisory Services Portage, Michigan	$224K	+$214K	1	0.06%	New
2653	TA Townsend & Associates Westminster, Colorado	$224K	+$211K	1	0.1%	New
2654	FWM FSA Wealth Management Needham, Massachusetts	$223K	$0	1	0.13%	Maintained
2655	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$222K	-$7.11K	3	0.06%	Reduced
2656	RFA Resurgent Financial Advisors Atlanta, Georgia	$221K	+$212K	1	0.14%	New
2657	AIS AM Investment Strategies Chattanooga, Tennessee	$220K	+$189K	1	0.06%	New
2658	EAM Evanson Asset Management Carmel, California	$220K	+$211K	1	0.02%	New
2659	Harvest Fund Management Beijing, China	$220K	-$267K	3	0.05%	Reduced
2660	PW Peninsula Wealth San Francisco, California	$220K	+$210K	1	0.06%	New
2661	SEM Strategic Equity Management Tucson, Arizona	$220K	+$203K	1	0.08%	New
2662	UCMOK United Capital Management of KS Salina, Kansas	$220K	+$210K	1	0.09%	New
2663	FA Fortis Advisors Wayne, Pennsylvania	$219K	+$145K	2	0.12%	Increased
2664	PSF Pacific Sun Financial Los Angeles, California	$219K	+$202K	1	0.12%	New
2665	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$219K	+$205K	1	0.04%	New
2666	UIA Ulland Investment Advisors Minneapolis, Minnesota	$219K	+$16K	2	0.16%	Increased
2667	AG AlphaSimPlex Group Boston, Massachusetts	$218K	-$56.7K	1	0.8%	Reduced
2668	BA Bennicas & Associates Portola Valley, California	$218K	+$209K	1	0.11%	New
2669	DC Diametric Capital Boston, Massachusetts	$218K	+$214K	1	0.12%	New
2670	CFS CRA Financial Services Northfield, New Jersey	$217K	+$207K	1	0.07%	New
2671	SAF Smith Anglin Financial Dallas, Texas	$216K	+$206K	1	0.05%	New
2672	Avalon Investment & Advisory Houston, Texas	$215K	+$198K	1	0.01%	New
2673	I INVST Indianapolis, Indiana	$215K	+$195K	1	0.04%	New
2674	AWM Aspire Wealth Management Waltham, Massachusetts	$214K	+$205K	1	0.17%	New
2675	EIA Eldridge Investment Advisors Manchester, New Hampshire	$214K	+$205K	1	0.07%	New