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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	PI Pachira Investments Dana Point, California	$217K	+$208K	1	0.33%	New
2652	TA Townsend & Associates Westminster, Colorado	$216K	+$5.09K	1	0.1%	Increased
2653	CMF Counterpoint Mutual Funds San Diego, California	$215K	+$244K	1	0.15%	Increased
2654	CPA Cowen Prime Advisors New York	$215K	$0	1	0.12%	Maintained
2655	QFA Quantum Financial Advisors El Segundo, California	$215K	+$221K	1	0.08%	New
2656	FAM Flaharty Asset Management Clearwater, Florida	$214K	-$71.6K	1	0.04%	Reduced
2657	MF Manchester Financial Westlake Village, California	$214K	+$214K	1	0.08%	New
2658	UIA Ulland Investment Advisors Minneapolis, Minnesota	$214K	$0	2	0.22%	Maintained
2659	JF Joule Financial Lexington, Kentucky	$213K	+$213K	1	0.17%	New
2660	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$213K	+$204K	1	0.04%	New
2661	UCMOK United Capital Management of KS Salina, Kansas	$213K	+$288	1	0.1%	Increased
2662	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$212K	-$303K	1	0.13%	Reduced
2663	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$212K	+$12.2K	1	0.07%	Increased
2664	LAM LifePro Asset Management San Diego, California	$212K	-$56.7K	1	0.11%	Reduced
2665	TCBWMS Texas Capital Bank Wealth Management Services Dallas, Texas	$212K	-$2.75K	1	0.02%	Reduced
2666	BA Bennicas & Associates Portola Valley, California	$211K	$0	1	0.12%	Maintained
2667	WPIC White Pine Investment Company Livonia, Michigan	$211K	+$203K	1	0.08%	New
2668	AWM Aspire Wealth Management Waltham, Massachusetts	$210K	+$1.92K	1	0.19%	Increased
2669	Avalon Investment & Advisory Houston, Texas	$210K	-$19.3K	1	0.01%	Reduced
2670	MCM Monument Capital Management Alexandria, Virginia	$210K	-$13.7K	1	0.08%	Reduced
2671	SHFA SC&H Financial Advisors Sparks, Maryland	$210K	-$88.6K	1	0.1%	Reduced
2672	TA TrueWealth Advisors Birmingham, Alabama	$210K	+$210K	1	0.1%	New
2673	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$209K	-$7.21K	3	0.07%	Reduced
2674	CFG CKW Financial Group Honolulu, Hawaii	$209K	-$14.3K	1	0.04%	Reduced
2675	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$209K	-$27.4K	2	0.06%	Reduced