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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
1376	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$442K	+$172K	2	0.23%	Increased
1377	SCM SOL Capital Management Rockville, Maryland	$439K	+$7.33K	1	0.17%	Increased
1378	ICOA Investment Centers of America Bismarck, North Dakota	$437K	+$52K	1	0.07%	Increased
1379	WCP Welch Capital Partners Harrison, New York	$437K	$0	1	0.15%	Maintained
1380	FFSOTS Fiduciary Financial Services of The Southwest Dallas, Texas	$435K	-$91.7K	1	0.15%	Reduced
1381	CPA Court Place Advisors Ellicott City, Maryland	$431K	+$79.4K	1	0.3%	Increased
1382	SIC SFE Investment Counsel Los Angeles, California	$431K	-$838	1	0.21%	Reduced
1383	TCB Texas Capital Bancshares Dallas, Texas	$431K	-$209K	1	0.36%	Reduced
1384	DAM Doheny Asset Management Los Angeles, California	$427K	$0	1	0.22%	Maintained
1385	BWP Baldwin Wealth Partners Marion, Massachusetts	$425K	$0	1	0.07%	Maintained
1386	WA Wealth Architects Mountain View, California	$425K	-$4.92K	1	0.23%	Reduced
1387	ACM Argentus Capital Management Dallas, Texas	$422K	+$463K	1	0.06%	New
1388	Becker Capital Management Portland, Oregon	$422K	$0	1	0.02%	Maintained
1389	PRCM Pine River Capital Management Minnetonka, Minnesota	$421K	-$570K	1	0.01%	Reduced
1390	Mission Wealth Management Santa Barbara, California	$420K	-$275K	1	0.13%	Reduced
1391	PCM Piermont Capital Management St. Louis, Missouri	$420K	$0	1	0.14%	Maintained
1392	Stonehage Fleming Financial Services St. Helier, Jersey	$420K	+$170K	1	0.04%	Increased
1393	VC Vicus Capital State College, Pennsylvania	$420K	+$2.46K	1	0.11%	Increased
1394	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$418K	-$218K	4	0.26%	Reduced
1395	Braun Stacey Associates New York	$417K	-$3.49M	1	0.03%	Reduced
1396	FFA First Foundation Advisors Irvine, California	$417K	-$10.3K	1	0.03%	Reduced
1397	PHS Pekin Hardy Strauss Chicago, Illinois	$416K	-$48.9K	1	0.1%	Reduced
1398	LA LVW Advisors Pittsford, New York	$413K	+$72.9K	1	0.19%	Increased
1399	KLWA Kelly Lawrence W & Associates Pasadens, California	$410K	+$63.9K	1	0.1%	Increased
1400	SCM Southport Capital Management Chattanooga, Tennessee	$409K	$0	1	0.27%	Maintained