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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
1701	FA FCG Advisors Chatham, New Jersey	$249K	-$112K	1	0.11%	Reduced
1702	CIM Contravisory Investment Management Norwell, Massachusetts	$248K	+$13.5K	4	0.08%	Increased
1703	UAS United Asset Strategies Garden City, New York	$248K	+$248K	1	0.08%	New
1704	WAS Winch Advisory Services Appleton, Wisconsin	$246K	-$516K	1	0.17%	Reduced
1705	BCM Buckhead Capital Management Atlanta, Georgia	$245K	$0	1	0.05%	Maintained
1706	ARK Investment Management St. Petersburg, Florida	$244K	+$239K	1	0.09%	New
1707	LWMG Lakeside Wealth Management Group	$244K	$0	1	7.74%	Maintained
1708	KLWA Kelly Lawrence W & Associates Pasadens, California	$240K	-$56.1K	1	0.05%	Reduced
1709	NL NWAM LLC Mercer Island, Washington	$240K	-$55.7K	1	0.08%	Reduced
1710	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$238K	+$229K	1	0%	New
1711	ACM AUA Capital Management Camp Hill, Pennsylvania	$237K	+$229K	2	0.23%	New
1712	CL CIM LLC Albany, New York	$237K	$0	1	0.12%	Maintained
1713	CFSG Community Financial Services Group Newport, Vermont	$237K	-$54.2K	1	0.11%	Reduced
1714	GSBTD Glenview State Bank Trust Department Glenview, Illinois	$237K	+$228K	1	0.13%	New
1715	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$237K	+$17.5K	1	0.08%	Increased
1716	TDC Thompson Davis & Co Richmond, Virginia	$237K	-$9.07K	2	0.39%	Reduced
1717	BWA Burt Wealth Advisors North Bethesda, Maryland	$236K	+$15.8K	2	0.21%	Increased
1718	WCM Weatherstone Capital Management Denver, Colorado	$236K	+$227K	1	0.15%	New
1719	EP Elkfork Partners Portland, Oregon	$233K	+$230K	2	0.01%	New
1720	MCM Millie Capital Management Walnut Creek, California	$233K	-$207K	1	0.24%	Reduced
1721	BCM Bluefin Capital Management New York	$232K	+$223K	1	0.01%	New
1722	VI Versor Investments New York	$232K	+$224K	1	0.09%	New
1723	ACM Alpha Capital Management Austin, Texas	$231K	+$7.03K	1	0.16%	Increased
1724	South Texas Money Management San Antonio, Texas	$231K	+$795	1	0.01%	Increased
1725	LPT Legacy Private Trust Neenah, Wisconsin	$230K	-$52.6K	1	0.03%	Reduced