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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
1426	Cornerstone Investment Partners Atlanta, Georgia	$215K	+$207K	1	0%	New
1427	GA Geller Advisors New York	$214K	+$207K	1	0.16%	New
1428	AT Acadia Trust Portland, Maine	$212K	-$44.7K	1	0.09%	Reduced
1429	CCM Compass Capital Management Minneapolis, Minnesota	$212K	-$87.7K	1	0.05%	Reduced
1430	ZTNA Zions Trust National Association Salt Lake City, Utah	$211K	+$16.1K	1	0.31%	Increased
1431	FDS First Dallas Securities Dallas, Texas	$207K	+$200K	1	0.16%	New
1432	Prospera Financial Services Dallas, Texas	$207K	-$51.9K	1	0.08%	Reduced
1433	Capital Fund Management (CFM) Paris, France	$206K	-$16.7M	1	0%	Reduced
1434	SCM Southport Capital Management Chattanooga, Tennessee	$205K	+$198K	1	0.16%	New
1435	Dodge & Cox San Francisco, California	$204K	+$197K	1	0%	New
1436	AIS APG Investment Services Dj Heerlen, Netherlands	$202K	+$195K	1	3.01%	New
1437	HI Hudock Inc Williamsport, Pennsylvania	$201K	+$916	3	0.2%	Increased
1438	SG Somerset Group Wayzata, Minnesota	$201K	+$194K	1	0.15%	New
1439	KWMG King Wealth Management Group Naples, Florida	$201K	+$194K	1	0.13%	New
1440	WCM Windsor Capital Management Phoenix, Arizona	$199K	-$8.05K	1	0.12%	Reduced
1441	GCM Glynn Capital Management Menlo Park, California	$192K	$0	1	0.06%	Maintained
1442	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$191K	-$92.4K	1	0.03%	Reduced
1443	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$189K	+$182K	1	0.33%	New
1444	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$188K	+$46.3K	1	0.07%	Increased
1445	MI Mercer Investments Boston, Massachusetts	$187K	-$82.3K	1	0.42%	Reduced
1446	CPA Cowen Prime Advisors New York	$186K	+$16.1K	2	0.07%	Increased
1447	HCM Horrell Capital Management Little Rock, Arkansas	$182K	+$2.85K	3	0.1%	Increased
1448	Carson Wealth (CWM LLC) Omaha, Nebraska	$179K	+$173K	2	0.05%	New
1449	SSG Summit Securities Group New York	$176K	+$106K	2	0.06%	Increased
1450	PMFA Plante Moran Financial Advisors Southfield, Michigan	$155K	+$40.8K	1	0.09%	Increased