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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
3101	RCP Rothschild Capital Partners New York	$292K	$0	1	0.08%	Maintained
3102	SI SimpliFi Inc San Diego, California	$290K	-$23.6K	1	0.13%	Reduced
3103	PCWA Pacific Capital Wealth Advisors Corona, California	$290K	-$3.2K	1	0.05%	Reduced
3104	HCM Harvey Capital Management Palm Beach, Florida	$288K	$0	1	0.07%	Maintained
3105	GHA Granite Harbor Advisors Houston, Texas	$288K	+$26.5K	1	0.14%	Increased
3106	FC Financial Council Towson, Maryland	$288K	$0	1	0.14%	Maintained
3107	ACM Alta Capital Management Salt Lake City, Utah	$287K	$0	1	0.02%	Maintained
3108	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$287K	+$2.78K	4	0.05%	Increased
3109	T Transce3nd Kyle, Texas	$287K	-$105K	4	0.12%	Reduced
3110	WA Whipplewood Advisors Littleton, Colorado	$287K	-$64K	4	0.16%	Reduced
3111	Waverton Investment Management London, United Kingdom	$287K	$0	1	0%	Maintained
3112	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$287K	+$666	3	0.11%	Increased
3113	QL Quarry LP New York	$286K	-$136K	3	0.06%	Reduced
3114	ACM Academy Capital Management Waco, Texas	$286K	$0	1	0.04%	Maintained
3115	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$285K	-$6K	1	0.1%	Reduced
3116	LA Latitude Advisors Vero Beach, Florida	$285K	+$260K	1	0.14%	New
3117	MWM MBE Wealth Management Tomah, Wisconsin	$285K	+$133	1	0.12%	Increased
3118	DRW Securities Chicago, Illinois	$285K	-$1.41M	1	0.01%	Reduced
3119	FNWA Financial Network Wealth Advisors Murray, Utah	$285K	+$260K	1	0.35%	New
3120	RCG Regatta Capital Group El Segundo, California	$285K	+$7.86K	1	0.05%	Increased
3121	LCM Leisure Capital Management Costa Mesa, California	$284K	-$16.7K	1	0.11%	Reduced
3122	IWA Inspirion Wealth Advisors Libertyville, Illinois	$283K	$0	1	0.04%	Maintained
3123	GCA Greenwood Capital Associates Greenwood, South Carolina	$283K	$0	1	0.04%	Maintained
3124	PBO Peoples Bank (Ohio) Marietta, Ohio	$282K	-$666	1	0.17%	Reduced
3125	AA Aire Advisors Beverly Hills, California	$282K	+$1.15K	1	0.05%	Increased