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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
1626	NFTC North Forty Two & Co Lake Oswego, Oregon	$3.03M	-$36K	2	2.57%	Reduced
1627	MCM Monarch Capital Management Fort Wayne, Indiana	$3.03M	-$27.5K	1	0.69%	Reduced
1628	MFA Mayflower Financial Advisors Boston, Massachusetts	$3.02M	-$108K	3	0.26%	Reduced
1629	FIM FWL Investment Management Dallas, Texas	$3.02M	-$1.2M	2	0.55%	Reduced
1630	KHCM Kirtland Hills Capital Management Bratenahl, Ohio	$3.01M	+$179K	2	0.86%	Increased
1631	PTCG Pring Turner Capital Group Alamo, California	$3M	$0	1	1.72%	Maintained
1632	Bank Julius Baer & Co Zurich, Switzerland	$3M	+$371	2	0.01%	Increased
1633	ACM Aster Capital Management Dubai, United Arab Emirates	$2.99M	+$3.35M	5	0.64%	Increased
1634	MCA MSH Capital Advisors Scottsdale, Arizona	$2.99M	-$35.9K	2	0.52%	Reduced
1635	TCA Transcend Capital Advisors Madison, New Jersey	$2.98M	+$125K	3	0.2%	Increased
1636	FCM Fourpath Capital Management Oklahoma City, Oklahoma	$2.98M	-$143K	3	0.39%	Reduced
1637	VCM Versant Capital Management Phoenix, Arizona	$2.98M	-$189K	9	0.27%	Reduced
1638	CTA Colonial Trust Advisors Spartanburg, South Carolina	$2.98M	+$10.5K	3	0.21%	Increased
1639	Loews Corp New York	$2.97M	-$1.31M	1	0.02%	Reduced
1640	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$2.95M	-$96.4K	3	0.08%	Reduced
1641	EA Eclectic Associates Fullerton, California	$2.95M	+$64.4K	2	0.34%	Increased
1642	BI Ballast Inc Lexington, Kentucky	$2.95M	+$553K	2	0.56%	Increased
1643	WFI West Family Investments Carlsbad, California	$2.95M	+$1.58M	4	0.85%	Increased
1644	NIM Northeast Investment Management Boston, Massachusetts	$2.95M	+$80K	1	0.11%	Increased
1645	HCA Heck Capital Advisors Rhinelander, Wisconsin	$2.94M	+$218K	2	0.18%	Increased
1646	WWM Whalen Wealth Management Las Vegas, Nevada	$2.94M	+$1.62M	2	1.32%	Increased
1647	WFS Widmann Financial Services Bowie, Maryland	$2.94M	-$64.9K	1	1.58%	Reduced
1648	PIP Peachtree Investment Partners Indian River Shores,, Florida	$2.94M	-$655K	2	0.94%	Reduced
1649	AWM Angeles Wealth Management Santa Monica, California	$2.93M	-$359K	2	0.13%	Reduced
1650	CFM Compass Financial Management Tampa, Florida	$2.92M	+$2.89M	5	0.35%	New