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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	TDC Thompson Davis & Co Richmond, Virginia	$254K	-$459K	3	0.41%	Reduced
1602	FWM Focused Wealth Management Newburgh, New York	$253K	+$169K	2	0.12%	Increased
1603	IC Intersect Capital San Ramon, California	$250K	$0	1	0.15%	Maintained
1604	SRC Shufro Rose & Co New York	$249K	$0	1	0.03%	Maintained
1605	VFS VSR Financial Services Overland Park, Kansas	$249K	-$717K	1	0.04%	Reduced
1606	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$247K	+$7.23K	1	0.13%	Increased
1607	Exencial Wealth Advisors Oklahoma City, Oklahoma	$246K	+$244K	1	0.11%	New
1608	HCM Harvey Capital Management Palm Beach, Florida	$246K	$0	1	0.12%	Maintained
1609	HS Horan Securities Cincinnati, United States	$246K	$0	1	0.39%	Maintained
1610	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$246K	$0	1	0.09%	Maintained
1611	SSI Scott & Selber Inc Houston, Texas	$246K	$0	1	0.16%	Maintained
1612	BPB Badgley, Phelps & Bell Seattle, Washington	$245K	-$255K	1	0.02%	Reduced
1613	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$245K	$0	1	0.08%	Maintained
1614	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$245K	+$39.9K	1	0.09%	Increased
1615	MCF Advisors Covington, Kentucky	$244K	+$122K	3	0.06%	Increased
1616	HHGA Halbert Hargrove Global Advisors Long Beach, California	$243K	-$13.3K	1	0.07%	Reduced
1617	BFPW BOK Financial Private Wealth Denver, Colorado	$241K	$0	1	0.04%	Maintained
1618	FA FCG Advisors Chatham, New Jersey	$240K	-$80.3K	1	0.08%	Reduced
1619	SIM SSI Investment Management Los Angeles, California	$239K	+$5.12K	1	0.02%	Increased
1620	MFW Meristem Family Wealth Minnetonka, Minnesota	$238K	-$51.2K	1	0.11%	Reduced
1621	FNT First Nebraska Trust Lincoln, Nebraska	$238K	$0	1	0.06%	Maintained
1622	RIA Regal Investment Advisors Kentwood, Michigan	$237K	-$1.54K	1	0.07%	Reduced
1623	AWM AllSquare Wealth Management Albany, New York	$236K	-$30.5K	1	0.24%	Reduced
1624	Greenleaf Trust Kalamazoo, Michigan	$235K	-$50.9K	1	0.01%	Reduced
1625	NSIM North Star Investment Management Chicago, Illinois	$235K	+$512	2	0.04%	Increased