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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
1751	CIA Cascade Investment Advisors Oregon City, Oregon	$271K	$0	2	0.23%	Maintained
1752	VNA VNBTrust National Association Charlottesville, Virginia	$271K	$0	1	0.11%	Maintained
1753	CCM Condor Capital Management Martinsville, New Jersey	$270K	$0	1	0.05%	Maintained
1754	BA BKS Advisors Southfield, Michigan	$269K	$0	1	0.1%	Maintained
1755	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$267K	$0	1	0.31%	Maintained
1756	CCM Consolidated Capital Management Burbank, California	$267K	+$270K	1	0.34%	New
1757	CFA Cahill Financial Advisors Edina, Minnesota	$265K	$0	1	0.14%	Maintained
1758	FA FCG Advisors Chatham, New Jersey	$264K	-$120K	1	0.1%	Reduced
1759	Soros Fund Management New York	$263K	+$240K	1	0.01%	New
1760	CCG Chatham Capital Group Savannah, Georgia	$262K	+$47K	1	0.07%	Increased
1761	BWM BigSur Wealth Management Miami, Florida	$261K	-$5.18K	1	0.26%	Reduced
1762	GEA Glen Eagle Advisors Kingston, New Jersey	$260K	+$146K	4	0.24%	Increased
1763	CL CIM LLC Albany, New York	$259K	-$1.18K	1	0.11%	Reduced
1764	MCM Millie Capital Management Walnut Creek, California	$259K	$0	1	0.21%	Maintained
1765	RWA RGT Wealth Advisors Dallas, Texas	$259K	-$1.56K	1	0.17%	Reduced
1766	ACM AUA Capital Management Camp Hill, Pennsylvania	$258K	$0	2	0.24%	Maintained
1767	B Bellecapital Zurich, Switzerland	$258K	-$453K	1	0.3%	Reduced
1768	SIM SSI Investment Management Los Angeles, California	$258K	-$2K	1	0.02%	Reduced
1769	HS Horan Securities Cincinnati, United States	$257K	$0	2	0.25%	Maintained
1770	RIA RPG Investment Advisory Pleasanton, California	$257K	+$26.6K	4	0.07%	Increased
1771	NCM Noesis Capital Mangement Boca Raton, Florida	$256K	+$240K	1	0.1%	New
1772	TC Trust Company Manhattan, Kansas	$256K	+$8.51K	3	0.14%	Increased
1773	HS Huntington Steele Oaks, Pennsylvania	$254K	$0	1	0.08%	Maintained
1774	GSBTD Glenview State Bank Trust Department Glenview, Illinois	$252K	$0	1	0.12%	Maintained
1775	PGIM Pacific Global Investment Management Glendale, California	$251K	-$58.4K	1	0.06%	Reduced