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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
2676	HA HYA Advisors Springfield, Missouri	$214K	+$197K	1	0.07%	New
2677	Kayne Anderson Rudnick Investment Management Los Angeles, California	$214K	-$1.46K	2	0%	Reduced
2678	KCPG Kavar Capital Partners Group Leawood, Kansas	$213K	+$204K	1	0.05%	New
2679	ASA Armstrong Shaw Associates New Canaan, Connecticut	$212K	+$203K	1	0.18%	New
2680	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$212K	-$64K	1	0.03%	Reduced
2681	GSIS Global Strategic Investment Solutions Scottsdale, Arizona	$212K	+$203K	1	0.01%	New
2682	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$212K	+$202K	1	0.06%	New
2683	MIM MTM Investment Management Spartanburg, South Carolina	$212K	+$203K	1	0.1%	New
2684	Saturna Capital Bellingham, Washington	$211K	-$21K	1	0%	Reduced
2685	TDC Thompson Davis & Co Richmond, Virginia	$211K	+$195K	1	0.26%	New
2686	HCMG Howard Capital Management Group Los Angeles, California	$210K	+$201K	1	0.02%	New
2687	SCA Strategic Capital Advisers Denver, Colorado	$210K	+$201K	1	0.16%	New
2688	ARMC American Research & Management Company Marion, Massachusetts	$209K	+$9K	2	0.05%	Increased
2689	CWS Cypress Wealth Services Palm Desert, California	$209K	+$196K	1	0.06%	New
2690	GBA Garrison Bradford & Associates New York	$209K	+$200K	1	0.2%	New
2691	LWM Liberty Wealth Management Oakland, California	$209K	+$200K	1	0.08%	New
2692	PCWA Pacific Capital Wealth Advisors Corona, California	$209K	+$200K	1	0.06%	New
2693	TIM Tortoise Investment Management White Plains, New York	$209K	-$4.08K	4	0.04%	Reduced
2694	SOAMC Spirit of America Management Corp Syosset, New York	$208K	$0	1	0.04%	Maintained
2695	OMIC Old Mission Investment Co Traverse City, Michigan	$207K	+$198K	1	0.08%	New
2696	LA Lifeworks Advisors Grand Rapids, Michigan	$207K	+$198K	1	0.14%	New
2697	MCM McRae Capital Management Morristown, New Jersey	$207K	-$66.3K	1	0.05%	Reduced
2698	DA Detalus Advisors St. Louis, Missouri	$206K	+$197K	1	0.11%	New
2699	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$206K	+$198K	1	0.06%	New
2700	RI Ridgewood Investments Springfield, New Jersey	$206K	-$1.37M	1	0.14%	Reduced