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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
1201	DFA Delta Financial Advisors New Orleans, Louisiana	$5.88M	-$74.1K	1	1.4%	Reduced
1202	RGC Roberts, Glore & Co Deerfield, Illinois	$5.88M	-$1.95K	3	1.45%	Reduced
1203	IB Intrust Bank Wichita, Kansas	$5.87M	-$593K	2	0.43%	Reduced
1204	FSA Fort Sheridan Advisors Highland Park, Illinois	$5.83M	-$28.5K	4	0.63%	Reduced
1205	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$5.83M	+$20.1K	2	0.59%	Increased
1206	PWG Portside Wealth Group Provo, Utah	$5.82M	+$393K	2	0.68%	Increased
1207	GSWM Golden State Wealth Management Santa Ana, California	$5.78M	-$720K	4	0.53%	Reduced
1208	HPM Heights Point Management New York	$5.78M	+$4.37M	1	4.6%	New
1209	Nicholas Hoffman & Company Atlanta, Georgia	$5.78M	-$258K	3	0.12%	Reduced
1210	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$5.77M	-$648K	3	0.11%	Reduced
1211	BTD BankPlus Trust Department Jackson, Mississippi	$5.76M	+$293K	3	1.35%	Increased
1212	HW HORAN Wealth Cincinnati, Ohio	$5.74M	-$3.92M	3	0.72%	Reduced
1213	SCI S&CO Inc Boston, Massachusetts	$5.73M	-$465K	2	0.33%	Reduced
1214	Bowen Hanes & Co Ponte Vedra Beach, Florida	$5.72M	$0	2	0.14%	Maintained
1215	Larson Financial Group St Louis, Missouri	$5.72M	+$819K	9	0.15%	Increased
1216	MC Martin & Co Knoxville, Tennessee	$5.69M	-$11.9K	2	0.89%	Reduced
1217	VHAM Van Hulzen Asset Management El Dorado Hills, California	$5.69M	-$18.3K	1	0.4%	Reduced
1218	CAAS Capital Asset Advisory Services Williamston, Michigan	$5.68M	+$90K	1	0.21%	Increased
1219	AI Atom Investors Austin, Texas	$5.66M	-$3.37M	4	0.5%	Reduced
1220	DCM Delta Capital Management Red Bank, New Jersey	$5.66M	+$456K	2	2.61%	Increased
1221	Smithfield Trust Pittsburgh, Pennsylvania	$5.66M	-$94.5K	6	0.23%	Reduced
1222	NFGCM Norman Fields Gottscho Capital Management New York	$5.66M	-$68.8K	3	1.71%	Reduced
1223	AIM AMI Investment Management Kendallville, Indiana	$5.65M	-$7.7K	1	1.2%	Reduced
1224	GCC Game Creek Capital Boston, Massachusetts	$5.63M	-$1.54M	2	1.99%	Reduced
1225	RIM Reliant Investment Management Memphis, Tennessee	$5.62M	+$195K	1	2%	Increased