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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
1801	SRC Shufro Rose & Co New York	$383K	-$20K	1	0.04%	Reduced
1802	Group One Trading Chicago, Illinois	$381K	-$115K	3	0%	Reduced
1803	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$381K	+$366K	1	0.39%	New
1804	SL Signition LP New York	$381K	-$1.36M	1	0.19%	Reduced
1805	CPO Cerity Partners OCIO New York	$378K	-$6.72K	1	0.02%	Reduced
1806	RGNCM R.G. Niederhoffer Capital Management New York	$377K	+$360K	1	2.24%	New
1807	QC QCM Cayman Houston, Texas	$376K	+$361K	1	1.23%	New
1808	SWP Strategic Wealth Partners Independence, Ohio	$375K	-$18.5K	2	0.2%	Reduced
1809	KWMG King Wealth Management Group Naples, Florida	$374K	-$63.1K	1	0.12%	Reduced
1810	JCM Jag Capital Management St Louis, Missouri	$373K	$0	1	0.06%	Maintained
1811	MFW Meristem Family Wealth Minnetonka, Minnesota	$373K	+$18.8K	1	0.13%	Increased
1812	PMFA Plante Moran Financial Advisors Southfield, Michigan	$373K	-$163K	4	0.12%	Reduced
1813	C Cerebellum San Francisco, California	$370K	+$171K	2	0.59%	Increased
1814	GD Grandfield & Dodd New York	$370K	-$64.1K	1	0.04%	Reduced
1815	IWMA Ironwood Wealth Management (Arizona) Chandler, Arizona	$368K	$0	1	0.33%	Maintained
1816	DWA Dorsey Wright & Associates Pasadena, California	$367K	-$366K	1	0.07%	Reduced
1817	SCM Salem Capital Management Woburn, Massachusetts	$367K	-$10.4K	1	0.2%	Reduced
1818	DWM Darwin Wealth Management Tampa, Florida	$366K	-$316K	1	0.2%	Reduced
1819	FNT First Nebraska Trust Lincoln, Nebraska	$365K	$0	1	0.06%	Maintained
1820	WPA Winning Points Advisors Boca Raton, Florida	$364K	$0	1	0.27%	Maintained
1821	SAM SP Asset Management Cupertino, California	$363K	+$1.43K	1	0.1%	Increased
1822	Aspiriant LLC Los Angeles, California	$362K	+$52.7K	1	0.03%	Increased
1823	BCM Bourgeon Capital Management Darien, Connecticut	$355K	$0	1	0.18%	Maintained
1824	AB Atlas Brown Louisville, Kentucky	$351K	$0	1	0.22%	Maintained
1825	TCB Texas Capital Bancshares Dallas, Texas	$351K	$0	1	0.74%	Maintained