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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	RNC Capital Management Los Angeles, California	$500K	+$500K	1	0.05%	New
1377	ICOA Investment Centers of America Bismarck, North Dakota	$499K	+$27.8K	1	0.07%	Increased
1378	AIA Allegis Investment Advisors Idaho Falls, Idaho	$496K	+$494K	3	0.28%	New
1379	BAM Bruderman Asset Management Locust Valley, New York	$496K	+$94.3K	2	0.19%	Increased
1380	AIM Assured Investment Management New York	$495K	-$215K	2	0.01%	Reduced
1381	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$493K	-$246K	1	0.12%	Reduced
1382	GD Grandfield & Dodd New York	$488K	$0	1	0.07%	Maintained
1383	HWP Hefty Wealth Partners Auburn, Indiana	$488K	+$489K	3	0.47%	New
1384	EC Eachwin Capital New York	$487K	+$487K	1	0.49%	New
1385	DAM Doheny Asset Management Los Angeles, California	$486K	$0	1	0.24%	Maintained
1386	AB AT Bancorp Dubuque, Iowa	$480K	-$38.7K	1	0.13%	Reduced
1387	BWP Baldwin Wealth Partners Marion, Massachusetts	$480K	+$20.8K	1	0.08%	Increased
1388	AA Apriem Advisors Irvine, California	$479K	+$36.1K	4	0.17%	Increased
1389	Bailard Foster City, California	$472K	-$5.93M	1	0.21%	Reduced
1390	WCP Welch Capital Partners Harrison, New York	$472K	$0	1	0.16%	Maintained
1391	EP Edgestream Partners Princeton, New Jersey	$470K	-$99K	1	1.34%	Reduced
1392	Becker Capital Management Portland, Oregon	$468K	+$12K	1	0.02%	Increased
1393	ICM IMS Capital Management Portland, Oregon	$467K	-$84.6K	1	0.58%	Reduced
1394	FFSOTS Fiduciary Financial Services of The Southwest Dallas, Texas	$465K	-$3.93K	1	0.17%	Reduced
1395	HighPoint Advisor Group Downers Grove, Illinois	$465K	+$518K	1	0.31%	New
1396	SCM SOL Capital Management Rockville, Maryland	$465K	-$9.14K	1	0.17%	Reduced
1397	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$459K	+$52.9K	1	0.04%	Increased
1398	WA Wealth Architects Mountain View, California	$459K	$0	1	0.23%	Maintained
1399	CAAS Capital Asset Advisory Services Williamston, Michigan	$458K	+$458K	1	0.64%	New
1400	PSI Pinnacle Summer Investments Fairfax, Virginia	$455K	-$584K	3	0.07%	Reduced