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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
1726	WPA Winning Points Advisors Boca Raton, Florida	$302K	$0	1	0.26%	Maintained
1727	CA Continuum Advisory Eagle, Idaho	$300K	-$8.66K	1	0.26%	Reduced
1728	RHFI Reilly Herbert Faulkner III	$298K	$0	1	0.18%	Maintained
1729	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$297K	$0	1	0.03%	Maintained
1730	PL Parthenon LLC Louisville, Kentucky	$296K	-$11.9K	1	0.07%	Reduced
1731	PNAA Pictet North America Advisors Geneva 73, Switzerland	$296K	-$70.5K	1	0.05%	Reduced
1732	BFPW BOK Financial Private Wealth Denver, Colorado	$295K	-$130K	1	0.05%	Reduced
1733	BCM Beck Capital Management Austin, Texas	$294K	-$8.07K	1	0.14%	Reduced
1734	BCM Bourgeon Capital Management Darien, Connecticut	$294K	$0	1	0.17%	Maintained
1735	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$290K	-$65.1K	1	0.02%	Reduced
1736	AIA Affinity Investment Advisors Newport Beach, California	$286K	-$48.3K	1	0.03%	Reduced
1737	LJAC L.J. Altfest & Co New York	$286K	+$148	1	0.14%	Increased
1738	CC Cedar Capital Barrington, Illinois	$285K	+$14.6K	1	0.13%	Increased
1739	JCM Jacobi Capital Management Pittston, Pennsylvania	$285K	-$13.5K	2	0.1%	Reduced
1740	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$283K	+$24.2K	1	0.13%	Increased
1741	Mission Wealth Management Santa Barbara, California	$282K	-$280K	1	0.05%	Reduced
1742	DWM Darwin Wealth Management Tampa, Florida	$280K	+$1.08K	1	0.27%	Increased
1743	HCM Harvey Capital Management Palm Beach, Florida	$278K	$0	1	0.11%	Maintained
1744	DOA D'Orazio & Associates Falls Church, Virginia	$277K	$0	1	0.1%	Maintained
1745	Plancorp LLC Saint Louis, Missouri	$275K	+$58.3K	1	0.08%	Increased
1746	WA WealthTrust-Arizona Scottsdale, Arizona	$275K	+$2.09K	3	0.14%	Increased
1747	SGS Sterling Global Strategies Carlsbad, California	$274K	-$29.6K	1	1.12%	Reduced
1748	AWA Arete Wealth Advisors Chicago, Illinois	$273K	-$269	1	0.11%	Reduced
1749	MCM Mitchell Capital Management Leawood, Kansas	$273K	-$1.33K	1	0.1%	Reduced
1750	HCA Horan Capital Advisors Cincinnati, Ohio	$272K	+$21.2K	2	0.17%	Increased