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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	CP Coho Partners Berwyn, Pennsylvania	$377K	-$974	1	0.01%	Reduced
1627	KWMG King Wealth Management Group Naples, Florida	$375K	+$48.7K	1	0.15%	Increased
1628	AIM Aspen Investment Management Grand Rapids, Michigan	$374K	$0	1	0.28%	Maintained
1629	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$372K	-$18.6M	1	0.03%	Reduced
1630	NFP Narus Financial Partners Salt Lake City, Utah	$372K	$0	1	0.35%	Maintained
1631	Trexquant Investment Stamford, Connecticut	$371K	-$5.82M	1	0.1%	Reduced
1632	SRC Shufro Rose & Co New York	$370K	-$5.99K	1	0.04%	Reduced
1633	SC SRB Corp Boston, Massachusetts	$370K	-$12.3K	2	0.05%	Reduced
1634	AIM Avity Investment Management Greenwich, Connecticut	$368K	$0	1	0.05%	Maintained
1635	SHGA Sand Hill Global Advisors Palo Alto, California	$366K	-$48.9K	1	0.04%	Reduced
1636	Rothschild & Co Wealth Management (UK) London, United Kingdom	$365K	-$589K	1	0.02%	Reduced
1637	IP Investment Partners New Philadelphia, Ohio	$363K	+$220	1	0.33%	Increased
1638	CPO Cerity Partners OCIO New York	$362K	-$4.12K	1	0.03%	Reduced
1639	EPP ETF Portfolio Partners Leawood, Kansas	$361K	$0	1	0.26%	Maintained
1640	WAS Winch Advisory Services Appleton, Wisconsin	$360K	-$21.5K	1	0.23%	Reduced
1641	PL Parkwood LLC Cleveland, Ohio	$359K	-$69.3K	1	0.05%	Reduced
1642	CPSAC Chas P. Smith & Associates (CPS) Lakeland, Florida	$358K	-$59.5K	1	0.05%	Reduced
1643	SWA Sutton Wealth Advisors Tampa, Florida	$358K	$0	5	0.28%	Maintained
1644	Pure Financial Advisors San Diego, California	$356K	-$40.8K	1	0.1%	Reduced
1645	LJHT Laurie J. Hall Trustee	$355K	$0	1	0.23%	Maintained
1646	Eastern Bank Boston, Massachusetts	$355K	-$60.7K	1	0.03%	Reduced
1647	WSC Wellington Shields & Co New York	$352K	$0	1	0.12%	Maintained
1648	FNB Farmers National Bank Danville, Kentucky	$348K	-$11.9K	1	0.21%	Reduced
1649	BHTS Bar Harbor Trust Services Ellsworth, Maine	$343K	$0	1	0.18%	Maintained
1650	SOAMC Spirit of America Management Corp Syosset, New York	$342K	$0	1	0.04%	Maintained