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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	NES New England Securities New York	$296K	+$997	5	0.1%	Increased
1427	SA Strategic Advisors New York	$296K	-$18.6K	1	0.19%	Reduced
1428	TCI Wealth Advisors Tucson, Arizona	$295K	-$21.5K	2	0.19%	Reduced
1429	LG LaFleur & Godfrey Grand Rapids, Michigan	$294K	$0	1	0.08%	Maintained
1430	SAG Sterne Agee Group Birmingham, Alabama	$294K	$0	1	0.05%	Maintained
1431	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$292K	+$17.6K	2	0.13%	Increased
1432	MFW Meristem Family Wealth Minnetonka, Minnesota	$292K	-$62.7K	1	0.12%	Reduced
1433	MLL Moody Lynn & Lieberson Boston, Massachusetts	$292K	$0	1	0.04%	Maintained
1434	NL NWAM LLC Mercer Island, Washington	$291K	-$18.7K	1	0.1%	Reduced
1435	ACM Alpha Capital Management Austin, Texas	$288K	+$11K	1	0.23%	Increased
1436	Exencial Wealth Advisors Oklahoma City, Oklahoma	$287K	-$1.51K	1	0.13%	Reduced
1437	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$286K	$0	1	0.02%	Maintained
1438	Greenleaf Trust Kalamazoo, Michigan	$282K	+$45.1K	1	0.01%	Increased
1439	LJHT Laurie J. Hall Trustee	$280K	$0	1	0.21%	Maintained
1440	SC SRB Corp Boston, Massachusetts	$280K	+$278K	2	0.04%	New
1441	WCM Wisconsin Capital Management Madison, Wisconsin	$280K	-$4.38K	1	0.1%	Reduced
1442	CC Cornerstone Capital Palo Alto, California	$279K	+$32.7K	1	0.08%	Increased
1443	CP Camelot Portfolios Maumee, Ohio	$278K	-$760K	1	0.16%	Reduced
1444	SLA Silver Lake Advisory Cottonwood Heights, Utah	$278K	+$206	1	0.23%	Increased
1445	BCM Birmingham Capital Management Birmingham, Alabama	$277K	-$208K	1	0.11%	Reduced
1446	GSC Ground Swell Capital Folly Beach, South Carolina	$271K	+$128K	5	0.51%	Increased
1447	TWM Torch Wealth Management Cincinnati, Ohio	$271K	$0	1	0.2%	Maintained
1448	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$269K	-$12.8K	2	0.13%	Reduced
1449	VFA Virtus Fund Advisers Hartford, Connecticut	$269K	-$56.6M	5	0%	Reduced
1450	BCM Bourgeon Capital Management Darien, Connecticut	$264K	$0	1	0.15%	Maintained