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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
1651	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$340K	$0	1	0.15%	Maintained
1652	GLI Guardian Life Insurance New York	$336K	-$237K	3	0.05%	Reduced
1653	AAM American Asset Management Boca Raton, Florida	$334K	+$52.6K	1	0.19%	Increased
1654	GCMG Gyroscope Capital Management Group Naples, Florida	$333K	$0	1	0.17%	Maintained
1655	GBT Grove Bank & Trust Miami, Florida	$332K	+$37.1K	2	0.21%	Increased
1656	NIS National Investment Services Milwaukee, Wisconsin	$332K	$0	1	0.35%	Maintained
1657	Krilogy Financial St. Louis, Missouri	$331K	-$6.17K	2	0.09%	Reduced
1658	SCM Salem Capital Management Woburn, Massachusetts	$330K	$0	1	0.18%	Maintained
1659	SWA SFMG Wealth Advisors Plano, Texas	$330K	+$321K	1	0.07%	New
1660	SLA Silver Lake Advisory Cottonwood Heights, Utah	$329K	+$3.22K	1	0.24%	Increased
1661	NL NWAM LLC Mercer Island, Washington	$327K	-$36.3K	1	0.06%	Reduced
1662	VAM Visionary Asset Management Houston, Texas	$327K	+$331K	1	0.1%	New
1663	ANBT American National Bank & Trust Wichita Falls, Texas	$326K	+$97.7K	1	0.1%	Increased
1664	BCA Benchmark Capital Advisors New York	$326K	-$71.6K	1	0.26%	Reduced
1665	CBT Central Bank & Trust Lexington, Kentucky	$326K	-$16.6K	2	0.08%	Reduced
1666	CA Continuum Advisory Eagle, Idaho	$325K	+$24.6K	1	0.32%	Increased
1667	PGIM Pacific Global Investment Management Glendale, California	$325K	+$524	1	0.07%	Increased
1668	PL Parthenon LLC Louisville, Kentucky	$323K	$0	1	0.08%	Maintained
1669	TC TFS Capital West Chester, Pennsylvania	$323K	-$1.14M	1	0.13%	Reduced
1670	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$321K	-$7.75K	2	0.14%	Reduced
1671	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$321K	-$374K	1	0.04%	Reduced
1672	MIM Midwest Investment Management Cleveland, Ohio	$320K	$0	1	0.27%	Maintained
1673	SCA Stonebridge Capital Advisors St Paul, Minnesota	$318K	+$75.4K	1	0.08%	Increased
1674	WPA Winning Points Advisors Boca Raton, Florida	$317K	$0	1	0.31%	Maintained
1675	RIA Regal Investment Advisors Kentwood, Michigan	$314K	-$25.5K	1	0.08%	Reduced