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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
1001	DI Deeter Investments Austin, Texas	$8.48M	+$10.3M	1	1.18%	New
1002	ASA Axxion S.A. Grevenmacher, Luxembourg	$8.47M	+$8.18M	1	0.6%	New
1003	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$8.42M	-$3.57M	2	1.34%	Reduced
1004	TCOK Trust Company of Kansas Wichita, Kansas	$8.42M	-$413K	1	4.32%	Reduced
1005	BCA Bay Colony Advisors Concord, Massachusetts	$8.39M	+$45.3K	3	0.93%	Increased
1006	MIM Martin Investment Management Palm Beach Gardens, Florida	$8.39M	-$203K	1	2.8%	Reduced
1007	FCP Fidelis Capital Partners Tampa, Florida	$8.34M	+$601K	3	0.48%	Increased
1008	RWM Rockline Wealth Management Plainview, New York	$8.32M	-$3.52M	5	1.59%	Reduced
1009	CICC Capital Investment Counsel (Colorado) Denver, Colorado	$8.31M	+$102K	1	1.03%	Increased
1010	CM Columbus Macro New Castle, Pennsylvania	$8.3M	+$216K	1	0.81%	Increased
1011	Peregrine Capital Management Minneapolis, Minnesota	$8.3M	+$447K	1	0.27%	Increased
1012	DAC Dividend Assets Capital Ridgeland, South Carolina	$8.28M	-$1.41M	2	1.6%	Reduced
1013	BFC Blue Fin Capital Warren, Rhode Island	$8.23M	-$292K	2	1.19%	Reduced
1014	Tower Research Capital (TRC) New York	$8.21M	-$3.19M	9	0.2%	Reduced
1015	OC Opal Capital Boca Raton, Florida	$8.2M	+$7.93M	1	1.47%	New
1016	TI TrueMark Investments Chicago, Illinois	$8.2M	+$7.93M	1	1.03%	New
1017	IIA ICW Investment Advisors Scottsdale, Arizona	$8.2M	-$18.7K	3	2.87%	Reduced
1018	N Numerai San Francisco, California	$8.11M	+$5.55M	2	0.66%	Increased
1019	SC Stolper & Co Tulsa, Oklahoma	$8.1M	+$8.4M	1	2.09%	Increased
1020	FM Foster & Motley Cincinnati, Ohio	$8.06M	-$255K	2	0.37%	Reduced
1021	Edmond de Rothschild Holding Chambesy, Switzerland	$8.03M	+$867K	1	0.11%	Increased
1022	Choate Investment Advisors Boston, Massachusetts	$8.02M	-$30.7K	3	0.14%	Reduced
1023	BCM BTC Capital Management Des Moines, Iowa	$8.01M	+$11.8K	1	0.49%	Increased
1024	QCM Qsemble Capital Management New York	$7.96M	-$4.72M	4	1.02%	Reduced
1025	BCP Bayberry Capital Partners New York	$7.95M	+$1.05M	1	2.74%	Increased