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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	NB Nicolet Bankshares Green Bay, Wisconsin	$746K	-$28.2K	1	0.35%	Reduced
1427	BFA Beaumont Financial Advisors Needham, Massachusetts	$745K	-$260K	1	0.1%	Reduced
1428	FHAM Folger Hill Asset Management New York	$745K	+$726K	1	0.07%	New
1429	Algert Global San Francisco, California	$742K	+$138K	1	0.21%	Increased
1430	B Bellecapital Zurich, Switzerland	$741K	$0	1	0.65%	Maintained
1431	SC Schulhoff & Co Cincinnati, Ohio	$741K	+$180K	2	0.45%	Increased
1432	SWM SVA Wealth Management Madison, Wisconsin	$739K	+$83.4K	2	0.1%	Increased
1433	BCP Blue Chip Partners Farmington Hills, Michigan	$736K	-$8.45K	2	0.26%	Reduced
1434	GCM Glaxis Capital Management Sarasota, Florida	$734K	+$715K	1	1.44%	New
1435	Simplicity Solutions Minneapolis, Minnesota	$733K	-$190K	1	0.09%	Reduced
1436	GWS Glassman Wealth Services Vienna, Virginia	$731K	+$15.5K	4	0.48%	Increased
1437	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$728K	$0	1	0.43%	Maintained
1438	JCM Janney Capital Management Pittsburgh, Pennsylvania	$725K	+$1.05K	1	0.03%	Increased
1439	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$725K	+$2.1K	1	0.26%	Increased
1440	WPC White Pine Capital Bloomington, Minnesota	$724K	-$23.8K	1	0.29%	Reduced
1441	FAM Formidable Asset Management Cincinnati, Ohio	$722K	-$80.4K	1	0.36%	Reduced
1442	PCA Peddock Capital Advisors Braintree, Massachusetts	$722K	$0	2	0.38%	Maintained
1443	DI Diligent Investors Redlands, California	$720K	$0	1	0.51%	Maintained
1444	HA Halsey Associates New Haven, Connecticut	$718K	-$9.81K	1	0.15%	Reduced
1445	LA Lucus Advisors New York	$716K	+$730K	2	0.96%	New
1446	TCM Traynor Capital Management Malvern, Pennsylvania	$715K	+$155K	1	0.35%	Increased
1447	PM Parametrica Management Wanchai, Hong Kong	$714K	+$710K	2	0.67%	New
1448	ST Sabal Trust St. Petersburg, Florida	$714K	+$211K	2	0.08%	Increased
1449	HWP Hefty Wealth Partners Auburn, Indiana	$708K	$0	3	0.48%	Maintained
1450	CBA Coastal Bridge Advisors Westport, Connecticut	$700K	+$225	1	0.24%	Increased