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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	0.15%	Maintained
2802	CP Camelot Portfolios Maumee, Ohio	$200K	$0	1	0.13%	Maintained
2803	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$200K	+$7.74K	2	0.05%	Increased
2804	I2I Insight 2811 Inc Chicago, Illinois	$200K	+$199K	1	0.11%	New
2805	GWSG GPS Wealth Strategies Group Centennial, Colorado	$199K	-$35.3K	2	0.04%	Reduced
2806	RCG Rock Creek Group Washington, District of Columbia	$199K	-$2.22M	1	0.03%	Reduced
2807	RP Rowlandmiller & Partners Atlanta, Georgia	$199K	$0	1	0.05%	Maintained
2808	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$196K	-$21.7K	2	1.16%	Reduced
2809	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$194K	$0	2	0.06%	Maintained
2810	MIM Meridiem Investment Management London, United Kingdom	$193K	$0	1	0.01%	Maintained
2811	ACM Adalta Capital Management New York	$191K	-$22.9K	1	0.13%	Reduced
2812	CFG CKW Financial Group Honolulu, Hawaii	$191K	+$98	1	0.03%	Increased
2813	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$190K	$0	3	0.07%	Maintained
2814	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$188K	+$44.2K	3	0.1%	Increased
2815	DGAM Desjardins Global Asset Management Montreal, Quebec, Canada	$186K	-$36.5K	1	0.02%	Reduced
2816	RI Ridgewood Investments Springfield, New Jersey	$177K	+$54K	3	0.1%	Increased
2817	EWP Elevation Wealth Partners Santa Rosa, California	$175K	+$392	2	0.15%	Increased
2818	BWS Buck Wealth Strategies Denver, Colorado	$174K	+$454	3	0.08%	Increased
2819	UCB United Community Bank Greenville, South Carolina	$174K	+$147K	2	0.15%	Increased
2820	HCP Hexagon Capital Partners Rogers, Arkansas	$174K	-$11.3K	5	0.05%	Reduced
2821	TIM Thompson Investment Management Madison, Wisconsin	$173K	$0	3	0.03%	Maintained
2822	EBA Eagle Bay Advisors New York	$173K	-$6.36K	3	0.1%	Reduced
2823	IRC Investors Research Corp Atlanta, Georgia	$171K	$0	4	0.04%	Maintained
2824	PO Private Ocean San Rafael, California	$171K	+$119K	3	0.02%	Increased
2825	TLA Tanglewood Legacy Advisors Houston, Texas	$171K	$0	2	0.1%	Maintained