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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	CIA Cape Investment Advisory Mcdonough, Georgia	$257K	+$259K	2	0.16%	New
2652	MSR Main Street Research Lakeville, Connecticut	$257K	-$28.7K	1	0.05%	Reduced
2653	OFP OLIO Financial Planning Mclean, Virginia	$257K	-$146K	1	0.13%	Reduced
2654	HWA HHM Wealth Advisors Chattanooga, Tennessee	$256K	+$205K	4	0.05%	Increased
2655	WPA Winning Points Advisors Boca Raton, Florida	$255K	$0	1	0.28%	Maintained
2656	PCA Prosperity Capital Advisors Westlake, Ohio	$255K	-$493	1	0.04%	Reduced
2657	Simon Quick Advisors Morristown, New Jersey	$254K	+$34.3K	1	0.03%	Increased
2658	HHAA Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$254K	$0	1	0.03%	Maintained
2659	JF Joule Financial Lexington, Kentucky	$254K	+$4.04K	1	0.14%	Increased
2660	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$253K	+$12.2K	3	0.12%	Increased
2661	SCM Spreng Capital Management Bucyrus, Ohio	$253K	-$138K	1	0.22%	Reduced
2662	VCAM Van Cleef Asset Management Beachwood, Ohio	$252K	$0	1	0.04%	Maintained
2663	GAG GM Advisory Group Melville, New York	$250K	+$252K	1	0.02%	New
2664	SNS Financial Group Minneapolis, Minnesota	$250K	-$270K	1	0.03%	Reduced
2665	HPM Hoxton Planning & Management Shepherdstown, West Virginia	$250K	-$20.3K	1	0.14%	Reduced
2666	SCA Southern Capital Advisors Jackson, Tennessee	$250K	+$99	1	0.19%	Increased
2667	WWP WR Wealth Planners Columbia, Missouri	$249K	+$218K	4	0.11%	Increased
2668	CCA Cadent Capital Advisors Tulsa, Oklahoma	$249K	+$251K	1	0.11%	New
2669	LSIA LaSalle St. Investment Advisors Elmhurst, Illinois	$249K	+$251K	1	0.11%	New
2670	DF Dent & Co Baltimore, Maryland	$249K	-$20.2K	1	0%	Reduced
2671	LC Landaas & Company Milwaukee, Wisconsin	$248K	$0	1	0.12%	Maintained
2672	PBO Peoples Bank (Ohio) Marietta, Ohio	$248K	$0	1	0.16%	Maintained
2673	DA Detalus Advisors St. Louis, Missouri	$247K	+$3.45K	1	0.12%	Increased
2674	EFL ERn Financial LLC Middleton, Wisconsin	$246K	-$10.1K	1	0.05%	Reduced
2675	AFCM Applied Finance Capital Management San Juan, Puerto Rico	$246K	+$26.5K	1	0.03%	Increased