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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
1826	TCB Texas Capital Bancshares Dallas, Texas	$346K	-$25.5K	1	0.82%	Reduced
1827	Csenge Advisory Group Clearwater, Florida	$343K	+$329K	1	0.12%	New
1828	SLA Silver Lake Advisory Cottonwood Heights, Utah	$343K	+$1.65K	1	0.25%	Increased
1829	DA Doliver Advisors Houston, Texas	$342K	+$35.6K	1	0.15%	Increased
1830	Miracle Mile Advisors Los Angeles, California	$341K	+$8.26K	1	0.04%	Increased
1831	Moneta Group Investment Advisors St Louis, Missouri	$341K	+$124K	2	0.05%	Increased
1832	SCM Salem Capital Management Woburn, Massachusetts	$340K	$0	1	0.18%	Maintained
1833	CIA Cascade Investment Advisors Oregon City, Oregon	$340K	$0	2	0.27%	Maintained
1834	CPC Congress Park Capital Saratoga Springs, New York	$338K	$0	1	0.35%	Maintained
1835	AL Arnhold LLC New York	$335K	+$349K	1	0.06%	New
1836	CF Centaurus Financial Anaheim, California	$334K	+$336K	2	0.08%	New
1837	SGS Sterling Global Strategies Carlsbad, California	$333K	$0	1	1.56%	Maintained
1838	WI Wintrust Investments Chicago, Illinois	$333K	-$359K	1	0.08%	Reduced
1839	VCM Vigilant Capital Management Portland, Maine	$331K	+$55K	2	0.05%	Increased
1840	TFO Tarbox Family Office Newport Beach, California	$330K	-$48.6K	3	0.13%	Reduced
1841	ACA Ackerman Capital Advisors Dallas, Texas	$326K	+$413	1	0.13%	Increased
1842	WPA Winning Points Advisors Boca Raton, Florida	$326K	$0	1	0.27%	Maintained
1843	BCM Bourgeon Capital Management Darien, Connecticut	$319K	$0	1	0.17%	Maintained
1844	GBT Grove Bank & Trust Miami, Florida	$318K	+$25.6K	1	0.14%	Increased
1845	Westwood Holdings Group Dallas, Texas	$318K	-$750K	1	0%	Reduced
1846	B Brightworth Atlanta, Georgia	$317K	+$36K	1	0.07%	Increased
1847	AB Atlas Brown Louisville, Kentucky	$316K	+$83	1	0.06%	Increased
1848	ACM AUA Capital Management Camp Hill, Pennsylvania	$316K	+$32.8K	2	0.27%	Increased
1849	VNA Valley National Advisers Bethlehem, Pennsylvania	$316K	-$41.9K	3	0.12%	Reduced
1850	Valmark Advisers Akron, Ohio	$313K	-$104K	1	0.01%	Reduced