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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	RF Rollins Financial Atlanta, Georgia	$209K	+$209K	1	0.07%	New
2677	Caption Management Oklahoma City, Oklahoma	$208K	-$2.49M	1	0%	Reduced
2678	EIA Eldridge Investment Advisors Manchester, New Hampshire	$208K	$0	1	0.08%	Maintained
2679	Kayne Anderson Rudnick Investment Management Los Angeles, California	$208K	$0	2	0%	Maintained
2680	LA Lifeworks Advisors Grand Rapids, Michigan	$208K	+$7.5K	1	0.13%	Increased
2681	MIM MTM Investment Management Spartanburg, South Carolina	$208K	$0	1	0.11%	Maintained
2682	WQ Wealth Quarterback Toms River, New Jersey	$208K	+$208K	1	0.16%	New
2683	AWM AAF Wealth Management Westborough, Massachusetts	$207K	+$207K	1	0.16%	New
2684	FWM FSA Wealth Management Needham, Massachusetts	$207K	-$42.9K	1	0.57%	Reduced
2685	KCPG Kavar Capital Partners Group Leawood, Kansas	$207K	$0	1	0.05%	Maintained
2686	WMA Wealth Management Associates Cherry Hill, New Jersey	$206K	+$198K	1	0.14%	New
2687	ARMC American Research & Management Company Marion, Massachusetts	$206K	$0	2	0.05%	Maintained
2688	CWM Collaborative Wealth Management Lake Mary, Florida	$206K	+$206K	1	0.14%	New
2689	PVH Psagot Value Holdings Tel Aviv, Israel	$206K	-$57.7K	1	0.05%	Reduced
2690	ASA Armstrong Shaw Associates New Canaan, Connecticut	$205K	$0	1	0.21%	Maintained
2691	BHWM Beaird Harris Wealth Management Dallas, Texas	$205K	-$59.7K	3	0.06%	Reduced
2692	DRW Securities Chicago, Illinois	$205K	+$197K	1	0.01%	New
2693	Saturna Capital Bellingham, Washington	$205K	$0	1	0%	Maintained
2694	SC Stephens Consulting Flint, Michigan	$204K	-$36.3K	2	0.17%	Reduced
2695	CWS Cypress Wealth Services Palm Desert, California	$204K	+$724	1	0.07%	Increased
2696	EAM Evanson Asset Management Carmel, California	$204K	-$9.61K	1	0.02%	Reduced
2697	HCMG Howard Capital Management Group Los Angeles, California	$204K	$0	1	0.02%	Maintained
2698	AFT Alpha Family Trust Los Angeles, California	$203K	+$203K	1	0.13%	New
2699	RI Ridgewood Investments Springfield, New Jersey	$203K	+$3.46K	1	0.16%	Increased
2700	SWM Shelton Wealth Management Fort Worth, Texas	$203K	-$6.99K	1	0.17%	Reduced