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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
2801	FC Financial Council Towson, Maryland	$201K	$0	1	0.16%	Maintained
2802	CP Camelot Portfolios Maumee, Ohio	$200K	$0	1	0.14%	Maintained
2803	RP Rowlandmiller & Partners Atlanta, Georgia	$199K	+$18.2K	1	0.05%	Increased
2804	ALAM Asahi Life Asset Management Tokyo, Japan	$199K	-$283K	1	0.06%	Reduced
2805	GCM Goldstream Capital Management Central, Hong Kong	$194K	+$195K	1	0.2%	New
2806	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$194K	-$39.4K	2	0.06%	Reduced
2807	MIM Meridiem Investment Management London, United Kingdom	$193K	$0	1	0.01%	Maintained
2808	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$193K	+$1.48K	2	0.06%	Increased
2809	FNBOSM First National Bank of South Miami South Miami, Florida	$192K	$0	3	0.15%	Maintained
2810	DI Disciplined Investments Tulsa, Oklahoma	$191K	+$91.7K	7	0.08%	Increased
2811	CFG CKW Financial Group Honolulu, Hawaii	$191K	$0	1	0.03%	Maintained
2812	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$191K	$0	3	0.06%	Maintained
2813	CA Centerpoint Advisors Needham, Massachusetts	$187K	+$47.3K	4	0.08%	Increased
2814	HCP Hexagon Capital Partners Rogers, Arkansas	$185K	-$63.6K	5	0.05%	Reduced
2815	ABLA Alan B. Lancz & Associates Toledo, Ohio	$185K	+$186K	1	0.19%	New
2816	Cohen & Steers New York	$184K	-$44.5K	1	0%	Reduced
2817	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$183K	-$11.2K	4	0.07%	Reduced
2818	Bogart Wealth LLC Mclean, Virginia	$180K	+$8.66K	5	0.01%	Increased
2819	EBA Eagle Bay Advisors New York	$180K	-$19.8K	3	0.1%	Reduced
2820	YMRC Yorktown Management & Research Company Forest, Virginia	$176K	$0	1	0.19%	Maintained
2821	BWS Buck Wealth Strategies Denver, Colorado	$175K	+$176K	3	0.09%	New
2822	EWP Elevation Wealth Partners Santa Rosa, California	$175K	+$176K	2	0.16%	New
2823	TIM Thompson Investment Management Madison, Wisconsin	$174K	+$180K	3	0.03%	New
2824	LF Lee Financial Dallas, Texas	$173K	+$30.3K	3	0.03%	Increased
2825	TLA Tanglewood Legacy Advisors Houston, Texas	$172K	+$19.7K	2	0.11%	Increased