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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
1451	SA Strategic Advisors New York	$319K	$0	1	0.22%	Maintained
1452	Exencial Wealth Advisors Oklahoma City, Oklahoma	$317K	$0	1	0.14%	Maintained
1453	CL CIM LLC Albany, New York	$315K	+$4.36K	1	0.17%	Increased
1454	DAM Doheny Asset Management Los Angeles, California	$315K	$0	1	0.17%	Maintained
1455	JIC Joel Isaacson & Co New York	$314K	$0	1	0.11%	Maintained
1456	SLA Silver Lake Advisory Cottonwood Heights, Utah	$313K	+$298K	1	0.27%	New
1457	FBT Founders Bank & Trust Grand Rapids, Michigan	$312K	+$53.5K	4	0.18%	Increased
1458	LFR Lehman Financial Resources Media, Pennsylvania	$312K	$0	3	0.19%	Maintained
1459	SC Schulhoff & Co Cincinnati, Ohio	$311K	$0	1	0.21%	Maintained
1460	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$310K	-$40.2K	1	0.18%	Reduced
1461	FAT First American Trust Santa Ana, California	$309K	-$384K	1	0.1%	Reduced
1462	LG LaFleur & Godfrey Grand Rapids, Michigan	$309K	$0	1	0.09%	Maintained
1463	OC Oakworth Capital Birmingham, Alabama	$308K	+$292K	2	0.22%	New
1464	Rockefeller Financial Services New York	$307K	$0	1	0.01%	Maintained
1465	NES New England Securities New York	$305K	-$3.36K	5	0.13%	Reduced
1466	IB Intrust Bank Wichita, Kansas	$304K	-$67.6K	1	0.13%	Reduced
1467	ICOA Investment Centers of America Bismarck, North Dakota	$304K	-$35.9K	1	0.14%	Reduced
1468	LJHT Laurie J. Hall Trustee	$302K	$0	1	0.23%	Maintained
1469	PWP Private Wealth Partners Mill Valley, California	$300K	+$286K	1	0.07%	New
1470	LWM Lenox Wealth Management Cincinnati, Ohio	$292K	+$278K	1	0.19%	New
1471	TWM Torch Wealth Management Cincinnati, Ohio	$292K	+$278K	1	0.22%	New
1472	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$290K	$0	1	0.03%	Maintained
1473	AT Acadia Trust Portland, Maine	$289K	+$62.2K	1	0.11%	Increased
1474	HCM Hodges Capital Management Dallas, Texas	$288K	+$248K	1	0.02%	New
1475	ST Sentinel Trust Houston, Texas	$286K	$0	1	0.08%	Maintained