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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
1526	LC Lourd Capital Beverly Hills, California	$339K	+$6.12K	1	0.03%	Increased
1527	BCM Birmingham Capital Management Birmingham, Alabama	$338K	+$336K	1	0.13%	New
1528	PMFA Plante Moran Financial Advisors Southfield, Michigan	$338K	+$40.9K	3	0.24%	Increased
1529	Rockefeller Financial Services New York	$338K	-$109K	1	0.01%	Reduced
1530	WKWM Walter & Keenan Wealth Management Souh Bend, Indiana	$338K	+$93.1K	1	0.19%	Increased
1531	VFS VSR Financial Services Overland Park, Kansas	$337K	-$24.9K	1	0.04%	Reduced
1532	GAM Gould Asset Management Claremont, California	$336K	$0	1	0.17%	Maintained
1533	SLG Stanley-Laman Group Berwyn, Pennsylvania	$334K	-$394K	1	0.06%	Reduced
1534	TFA Transamerica Financial Advisors St. Petersburg, Florida	$333K	+$802	5	0.02%	Increased
1535	Hillsdale Investment Management Toronto, Ontario, Canada	$331K	+$280K	2	0.09%	Increased
1536	Emerald Advisers Leola, Pennsylvania	$329K	-$11.3K	1	0.02%	Reduced
1537	AWM AllSquare Wealth Management Albany, New York	$328K	$0	1	0.31%	Maintained
1538	VNA Valley National Advisers Bethlehem, Pennsylvania	$328K	-$5.19M	2	0.19%	Reduced
1539	Mariner Independent Advisor Network Overland Park, Kansas	$324K	+$270K	1	0.18%	New
1540	F FolioMetrix Omaha, Nebraska	$322K	$0	1	0.16%	Maintained
1541	RCM Reynolds Capital Management Las Vegas, Nevada	$322K	+$63.9K	1	0.28%	Increased
1542	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$322K	$0	1	0.09%	Maintained
1543	CPO Cerity Partners OCIO New York	$320K	+$324K	1	0.04%	New
1544	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$319K	-$20K	2	0.13%	Reduced
1545	MC Mathes Company New York	$318K	$0	1	0.16%	Maintained
1546	Exencial Wealth Advisors Oklahoma City, Oklahoma	$317K	$0	1	0.13%	Maintained
1547	PAA Peregrine Asset Advisers Portland, Oregon	$317K	-$1.6M	1	0.21%	Reduced
1548	SLA Silver Lake Advisory Cottonwood Heights, Utah	$317K	+$224	1	0.26%	Increased
1549	SC SRB Corp Boston, Massachusetts	$316K	-$11.8K	2	0.04%	Reduced
1550	Braun Stacey Associates New York	$315K	+$292K	1	0.02%	New