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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
1501	Carson Wealth (CWM LLC) Omaha, Nebraska	$594K	+$42.8K	5	0.03%	Increased
1502	DRD Dennis R. Delaney	$593K	+$128K	1	1.2%	Increased
1503	Grimes & Company Westborough, Massachusetts	$593K	-$102K	1	0.07%	Reduced
1504	MFW Mosaic Family Wealth St. Louis, Missouri	$591K	+$50.6K	3	0.25%	Increased
1505	1CM 1492 Capital Management Milwaukee, Wisconsin	$588K	-$476K	1	0.52%	Reduced
1506	NSIM North Star Investment Management Chicago, Illinois	$586K	+$56.2K	2	0.08%	Increased
1507	EWM Evermay Wealth Management Arlington, Virginia	$584K	$0	2	0.26%	Maintained
1508	GAMC Garner Asset Management Corp Plano, Texas	$583K	+$581K	2	0.55%	New
1509	Perpetual Ltd Sydney, New South Wales, Australia	$583K	$0	1	0.05%	Maintained
1510	Tortoise Capital Advisors Overland Park, Kansas	$580K	+$585K	1	0%	Increased
1511	PCM Prelude Capital Management New York	$574K	-$911K	3	0.05%	Reduced
1512	SCI S&CO Inc Boston, Massachusetts	$574K	$0	1	0.08%	Maintained
1513	Ritholtz Wealth Management New York	$572K	+$558K	1	0.24%	New
1514	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$570K	-$62.8M	1	0.01%	Reduced
1515	Members Trust Tampa, Florida	$570K	-$33.3K	1	0.03%	Reduced
1516	FCMT Founders Capital Management (Texas) Houston, Texas	$563K	$0	1	0.5%	Maintained
1517	AIM Acrospire Investment Management Chicago, Illinois	$561K	+$322K	6	0.53%	Increased
1518	ACP Aviance Capital Partners Naples, Florida	$560K	$0	1	0.18%	Maintained
1519	SA Strategic Advisors New York	$559K	+$21.7K	1	0.26%	Increased
1520	WIA Westbourne Investment Advisors Annapolis, Maryland	$558K	-$231K	1	0.45%	Reduced
1521	Brookstone Capital Management Wheaton, Illinois	$557K	+$243K	2	0.05%	Increased
1522	IIM Ipswich Investment Management Beverly, Massachusetts	$557K	+$73.2K	1	0.26%	Increased
1523	CPP Crow Point Partners Boston, Massachusetts	$553K	+$300K	1	0.09%	Increased
1524	KFA Kelleher Financial Advisors New York	$550K	-$10.7K	1	1.06%	Reduced
1525	TCI Wealth Advisors Tucson, Arizona	$550K	+$11.7K	2	0.28%	Increased