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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	Boothbay Fund Management New York	$549K	+$262K	2	0.11%	Increased
1527	BWP Baldwin Wealth Partners Marion, Massachusetts	$548K	$0	2	0.09%	Maintained
1528	FAM Fortaleza Asset Management Chicago, Illinois	$548K	$0	1	1.04%	Maintained
1529	Anchor Capital Advisors Boston, Massachusetts	$546K	-$805K	1	0.02%	Reduced
1530	Park Avenue Securities New York	$546K	+$530K	2	0.06%	New
1531	Homrich & Berg Atlanta, Georgia	$544K	+$2.4K	1	0.05%	Increased
1532	MCA Mercer Capital Advisers Little Silver, New Jersey	$544K	$0	1	0.41%	Maintained
1533	Greenleaf Trust Kalamazoo, Michigan	$543K	+$70.6K	1	0.01%	Increased
1534	PAA Peregrine Asset Advisers Portland, Oregon	$541K	+$25K	1	0.35%	Increased
1535	BO BRR OpCo Columbus, Ohio	$539K	$0	1	0.18%	Maintained
1536	MC Matisse Capital Portland, Oregon	$537K	$0	1	0.27%	Maintained
1537	PTC Provident Trust Company Waukesha, Wisconsin	$537K	$0	1	0.03%	Maintained
1538	SBA Seven Bridges Advisors New York	$537K	+$200K	2	0.48%	Increased
1539	SCM Southport Capital Management Chattanooga, Tennessee	$537K	+$3K	1	0.24%	Increased
1540	B BancorpSouth Tupelo, Mississippi	$535K	-$7.79K	1	0.05%	Reduced
1541	EA Edge Advisors Atlanta, Georgia	$535K	+$15.5K	4	0.06%	Increased
1542	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$534K	+$547K	2	0.36%	New
1543	Nikko Asset Management Americas New York	$534K	$0	1	0.03%	Maintained
1544	UAS United Asset Strategies Garden City, New York	$534K	+$254K	2	0.16%	Increased
1545	Mission Wealth Management Santa Barbara, California	$531K	+$261K	2	0.1%	Increased
1546	HI Hudock Inc Williamsport, Pennsylvania	$529K	+$4.33K	4	0.27%	Increased
1547	SM Sciencast Management Princeton, New Jersey	$526K	+$155K	2	0.29%	Increased
1548	DIA Denver Investment Advisors Denver, Colorado	$524K	-$347K	2	0.02%	Reduced
1549	IFWM Institute for Wealth Management Denver, Colorado	$522K	+$511K	1	0.14%	New
1550	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$520K	+$98.2K	1	0.09%	Increased