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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
1551	NFGCM Norman Fields Gottscho Capital Management New York	$294K	-$92.2K	1	0.2%	Reduced
1552	Carson Wealth (CWM LLC) Omaha, Nebraska	$292K	+$23.3K	3	0.03%	Increased
1553	JFA Johanson Financial Advisors Campbell, California	$290K	+$42.9K	1	0.36%	Increased
1554	EMB Elefante Mark B	$286K	+$40.6K	1	4.57%	Increased
1555	TPWA TRUE Private Wealth Advisors Salem, Oregon	$286K	+$264K	1	0.11%	New
1556	CPO Cerity Partners OCIO New York	$285K	+$4.7K	1	0.03%	Increased
1557	WSC Wellington Shields & Co New York	$285K	-$87.5K	1	0.19%	Reduced
1558	MFW Meristem Family Wealth Minnetonka, Minnesota	$283K	-$20.5K	1	0.13%	Reduced
1559	SCM Salem Capital Management Woburn, Massachusetts	$282K	-$3.36M	1	0.16%	Reduced
1560	SWA Sutton Wealth Advisors Tampa, Florida	$281K	+$261K	5	0.27%	New
1561	Greenleaf Trust Kalamazoo, Michigan	$280K	-$12.1K	1	0.01%	Reduced
1562	TMC Trellus Management Company Delray Beach, Florida	$278K	+$248K	1	0.48%	New
1563	DAM Delta Asset Management Memphis, Tennessee	$276K	-$30.8K	3	0.05%	Reduced
1564	JGC J. Goldman & Co New York	$276K	+$246K	1	0.02%	New
1565	AWM Altavista Wealth Management Asheville, North Carolina	$275K	$0	1	0.16%	Maintained
1566	CAM CG Asset Management New York	$275K	-$166K	1	0.11%	Reduced
1567	BA BKS Advisors Southfield, Michigan	$273K	$0	1	0.14%	Maintained
1568	SLA Silver Lake Advisory Cottonwood Heights, Utah	$272K	+$290	1	0.23%	Increased
1569	VNA VNBTrust National Association Charlottesville, Virginia	$270K	$0	1	0.16%	Maintained
1570	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$268K	$0	1	0.12%	Maintained
1571	FNB Farmers National Bank Danville, Kentucky	$267K	+$18.4K	1	0.18%	Increased
1572	PL Parthenon LLC Louisville, Kentucky	$265K	$0	1	0.07%	Maintained
1573	Cookson Peirce & Co Pittsburgh, Pennsylvania	$263K	$0	1	0.04%	Maintained
1574	RHFI Reilly Herbert Faulkner III	$262K	$0	1	0.19%	Maintained
1575	AWM AllSquare Wealth Management Albany, New York	$260K	+$9.16K	1	0.26%	Increased