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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	CC Cedar Capital Barrington, Illinois	$284K	+$50.3K	1	0.12%	Increased
1702	BA BKS Advisors Southfield, Michigan	$283K	-$47.6K	1	0.12%	Reduced
1703	Dana Investment Advisors Waukesha, Wisconsin	$282K	-$1.72M	1	0.01%	Reduced
1704	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$281K	$0	1	0.31%	Maintained
1705	Global Retirement Partners San Rafael, California	$280K	+$11.9K	3	0.13%	Increased
1706	SCM Sterneck Capital Management Kansas City, Missouri	$280K	-$45.9K	1	0.17%	Reduced
1707	CFA Cahill Financial Advisors Edina, Minnesota	$279K	$0	1	0.15%	Maintained
1708	Capstone Investment Advisors New York	$276K	+$277K	1	0.01%	New
1709	SCA Salient Capital Advisors Houston, Texas	$276K	-$23.8K	1	0.01%	Reduced
1710	AWM Altavista Wealth Management Asheville, North Carolina	$275K	-$59.6K	1	0.14%	Reduced
1711	SIM SSI Investment Management Los Angeles, California	$275K	-$3.6K	1	0.02%	Reduced
1712	4IG 440 Investment Group Overland Park, Kansas	$274K	-$236K	1	0.22%	Reduced
1713	Arax Advisory Partners Denver, Colorado	$274K	+$37.7K	3	0.13%	Increased
1714	CL CIM LLC Albany, New York	$274K	-$2.32K	1	0.12%	Reduced
1715	Meridian Wealth Management Lexington, Kentucky	$274K	+$225	1	0.17%	Increased
1716	VWA V Wealth Advisors Overland Park, Kansas	$274K	+$271K	3	0.13%	New
1717	Nuveen Fund Advisors Chicago, Illinois	$273K	+$17.5K	1	0.04%	Increased
1718	SGS Sterling Global Strategies Carlsbad, California	$273K	-$25K	1	1.31%	Reduced
1719	BWM BigSur Wealth Management Miami, Florida	$272K	+$599	1	0.28%	Increased
1720	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$272K	+$265K	1	0.13%	New
1721	BCM Beck Capital Management Austin, Texas	$269K	+$22.5K	1	0.14%	Increased
1722	TG TLP Group Evanston, Illinois	$269K	-$131K	2	0.25%	Reduced
1723	HS Horan Securities Cincinnati, United States	$267K	$0	2	0.28%	Maintained
1724	GSBTD Glenview State Bank Trust Department Glenview, Illinois	$265K	$0	1	0.14%	Maintained
1725	ACM AUA Capital Management Camp Hill, Pennsylvania	$264K	+$214K	2	0.24%	Increased