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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	LC Lourd Capital Beverly Hills, California	$387K	+$7.23K	1	0.04%	Increased
1602	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$387K	+$60K	2	0.28%	Increased
1603	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$385K	$0	1	0.07%	Maintained
1604	Eastern Bank Boston, Massachusetts	$384K	-$22.9K	1	0.03%	Reduced
1605	SHGA Sand Hill Global Advisors Palo Alto, California	$383K	-$25.5K	1	0.05%	Reduced
1606	Edgewood Management Greenwich, Connecticut	$382K	$0	1	0%	Maintained
1607	BCM Birmingham Capital Management Birmingham, Alabama	$381K	$0	1	0.15%	Maintained
1608	JFA Johanson Financial Advisors Campbell, California	$381K	+$378K	1	0.34%	New
1609	Old Mission Capital Chicago, Illinois	$381K	+$380K	1	0.04%	New
1610	EAM Evanson Asset Management Carmel, California	$379K	+$377K	1	0.09%	New
1611	TPWA TRUE Private Wealth Advisors Salem, Oregon	$379K	+$96K	1	0.09%	Increased
1612	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$375K	$0	4	0.21%	Maintained
1613	IP Investment Partners New Philadelphia, Ohio	$370K	-$123K	1	0.36%	Reduced
1614	PMFA Plante Moran Financial Advisors Southfield, Michigan	$366K	-$3.46K	5	0.22%	Reduced
1615	Pure Financial Advisors San Diego, California	$365K	-$42K	1	0.11%	Reduced
1616	SBA Seven Bridges Advisors New York	$363K	+$14.1K	1	0.35%	Increased
1617	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$363K	-$40.1K	1	0.11%	Reduced
1618	MC Mathes Company New York	$362K	+$145K	1	0.19%	Increased
1619	BFPW BOK Financial Private Wealth Denver, Colorado	$359K	+$8.08K	1	0.05%	Increased
1620	TRIM Thompson Rubinstein Investment Management Portland, Oregon	$359K	$0	1	0.13%	Maintained
1621	WAS Winch Advisory Services Appleton, Wisconsin	$354K	+$102K	1	0.22%	Increased
1622	FP FDO Partners Cambridge, Massachusetts	$353K	+$339K	1	0.09%	New
1623	SC SRB Corp Boston, Massachusetts	$353K	+$188K	2	0.05%	Increased
1624	SCM Sterneck Capital Management Kansas City, Missouri	$353K	-$198K	1	0.21%	Reduced
1625	SAM Security Asset Management New York	$348K	$0	1	0.3%	Maintained