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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
1776	AFC AFT Forsyth & Company West Palm Beach, Florida	$425K	$0	1	0.35%	Maintained
1777	CP Coho Partners Berwyn, Pennsylvania	$424K	-$924	1	0.01%	Reduced
1778	ZCM Zebra Capital Management Stamford, Connecticut	$423K	-$392K	1	0.19%	Reduced
1779	AIM Avity Investment Management Greenwich, Connecticut	$421K	$0	1	0.05%	Maintained
1780	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$421K	-$251K	1	0.4%	Reduced
1781	SWA SFMG Wealth Advisors Plano, Texas	$421K	-$1.28M	1	0.06%	Reduced
1782	CA Continuum Advisory Eagle, Idaho	$418K	-$24.4K	1	0.28%	Reduced
1783	Obermeyer Wealth Partners Aspen, Colorado	$416K	-$105K	1	0.04%	Reduced
1784	Prime Capital Investment Advisors Overland Park, Kansas	$416K	-$66.7K	1	0.13%	Reduced
1785	MC Menta Capital San Francisco, California	$409K	-$1.22M	1	0.14%	Reduced
1786	AAM Autus Asset Management Scottsdale, Arizona	$407K	-$1.76K	1	0.07%	Reduced
1787	CPC Congress Park Capital Saratoga Springs, New York	$407K	+$30.1K	1	0.37%	Increased
1788	AWM AllSquare Wealth Management Albany, New York	$402K	+$13.4K	2	0.3%	Increased
1789	CPSAC Chas P. Smith & Associates (CPS) Lakeland, Florida	$399K	-$427K	1	0.05%	Reduced
1790	WGCA Wolf Group Capital Advisors Fairfax, Virginia	$395K	-$175K	1	0.26%	Reduced
1791	Miracle Mile Advisors Los Angeles, California	$393K	+$13.4K	1	0.04%	Increased
1792	BHTS Bar Harbor Trust Services Ellsworth, Maine	$392K	$0	1	0.19%	Maintained
1793	CFA Cahill Financial Advisors Edina, Minnesota	$392K	$0	1	0.17%	Maintained
1794	BLA Balter Liquid Alternatives Boston, Massachusetts	$391K	+$196K	1	0.32%	Increased
1795	FC Financial Consulate Hunt Valley, Maryland	$389K	-$286K	1	0.22%	Reduced
1796	SCI Stableford Capital II Scottsdale, Arizona	$388K	+$371K	1	0.26%	New
1797	BIA BHK Investment Advisors Birmingham, Alabama	$385K	-$18K	1	0.26%	Reduced
1798	SLA Silver Lake Advisory Cottonwood Heights, Utah	$385K	+$8.15K	1	0.23%	Increased
1799	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$385K	+$370K	1	0.34%	New
1800	BFC Bedel Financial Consulting Indianapolis, Indiana	$383K	+$19.6K	4	0.26%	Increased