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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
1601	RIA Regal Investment Advisors Kentwood, Michigan	$233K	-$191K	1	0.06%	Reduced
1602	Mariner Independent Advisor Network Overland Park, Kansas	$231K	+$220K	1	0.07%	New
1603	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$229K	+$77.1K	2	0.06%	Increased
1604	DCM Dynamic Capital Management St. Helier, Jersey	$229K	+$236K	1	0.09%	New
1605	NSIM North Star Investment Management Chicago, Illinois	$229K	+$464	2	0.04%	Increased
1606	SIM SSI Investment Management Los Angeles, California	$229K	$0	1	0.02%	Maintained
1607	WKWM Walter & Keenan Wealth Management Souh Bend, Indiana	$229K	+$211K	1	0.13%	New
1608	IP Investment Partners New Philadelphia, Ohio	$226K	+$216K	1	0.15%	New
1609	BCM Buckhead Capital Management Atlanta, Georgia	$224K	-$135K	1	0.04%	Reduced
1610	NA Nottingham Advisors Amherst, New York	$223K	$0	1	0.04%	Maintained
1611	MIM Midwest Investment Management Cleveland, Ohio	$221K	+$204K	1	0.18%	New
1612	CFSG Community Financial Services Group Newport, Vermont	$219K	-$10.2K	1	0.11%	Reduced
1613	HT HighTower Trust Houston, Texas	$219K	-$46.4K	1	0.03%	Reduced
1614	PWP Private Wealth Partners Mill Valley, California	$217K	+$200K	1	0.05%	New
1615	AOWM Alpha Omega Wealth Management Richmond, Virginia	$216K	+$88.1K	3	0.18%	Increased
1616	CL CIM LLC Albany, New York	$216K	+$116	1	0.11%	Increased
1617	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$216K	-$5.34M	2	0.04%	Reduced
1618	BFPW BOK Financial Private Wealth Denver, Colorado	$215K	$0	1	0.04%	Maintained
1619	SCM Stonehearth Capital Management Danvers, Massachusetts	$215K	$0	1	0.19%	Maintained
1620	CD Carl Domino West Palm Beach, Florida	$212K	$0	1	0.19%	Maintained
1621	RFA Reilly Financial Advisors La Mesa, California	$212K	+$52.7K	1	0.04%	Increased
1622	FNT First Nebraska Trust Lincoln, Nebraska	$212K	$0	1	0.06%	Maintained
1623	Cannell & Spears New York	$208K	+$192K	1	0.03%	New
1624	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$208K	-$55K	1	0.02%	Reduced
1625	Tiedemann Advisors New York	$208K	+$192K	1	0.16%	New