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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
1226	SC Sepio Capital Salt Lake City, Utah	$5.62M	-$102K	2	0.28%	Reduced
1227	DP Dearborn Partners Chicago, Illinois	$5.62M	-$181K	2	0.32%	Reduced
1228	BMC Beaton Management Company Haverhill, Massachusetts	$5.57M	+$51.2K	2	2.27%	Increased
1229	BPC Bearing Point Capital Bloomington, Minnesota	$5.57M	-$28.3K	2	0.75%	Reduced
1230	FPF First Pacific Financial Vancouver, Washington	$5.56M	-$63.6K	2	0.66%	Reduced
1231	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$5.55M	-$452K	1	0.27%	Reduced
1232	JAG Journey Advisory Group Covington, Kentucky	$5.54M	+$76.3K	2	0.42%	Increased
1233	PWS Peloton Wealth Strategists Indianapolis, Indiana	$5.53M	-$514K	1	2.04%	Reduced
1234	Simplex Trading Chicago, Illinois	$5.52M	-$7.74M	4	0%	Reduced
1235	ABN AMRO Investment Solutions Paris Cedex 008,	$5.5M	+$3.33M	1	0.05%	Increased
1236	AOWM Alpha Omega Wealth Management Richmond, Virginia	$5.49M	+$10.5K	2	0.84%	Increased
1237	FWTB First Western Trust Bank Denver, Colorado	$5.49M	-$156K	3	0.27%	Reduced
1238	HCS Himension Capital (Singapore) Singapore	$5.47M	+$2.94M	4	0.34%	Increased
1239	FAT First American Trust Santa Ana, California	$5.47M	-$438K	2	0.33%	Reduced
1240	SEEDPG S.E.E.D. Planning Group Binghamton, New York	$5.46M	+$2.24M	2	1.44%	Increased
1241	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$5.45M	+$1.99M	1	0.52%	Increased
1242	WKWM Walter & Keenan Wealth Management Souh Bend, Indiana	$5.45M	+$9.34K	2	1.35%	Increased
1243	DIA Dean Investment Associates Beavercreek, Ohio	$5.45M	+$61.3K	1	0.72%	Increased
1244	DR Davis Rea Toronto, Ontario, Canada	$5.44M	-$51.2K	1	1.55%	Reduced
1245	HIS Harvest Investment Services Oakbrook Terrace, Illinois	$5.44M	-$1.23M	2	0.84%	Reduced
1246	Allworth Financial Folsom, California	$5.43M	-$41.7M	8	0.02%	Reduced
1247	WAM Weatherly Asset Management Del Mar, California	$5.42M	+$137K	1	0.39%	Increased
1248	NG Norden Group Provo, Utah	$5.42M	+$600K	2	0.44%	Increased
1249	CWM Cordatus Wealth Management Newtown, Pennsylvania	$5.42M	-$25.3K	2	1.19%	Reduced
1250	SCM Seascape Capital Management Portsmouth, New Hampshire	$5.42M	+$62K	1	1.3%	Increased