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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	MFW Meristem Family Wealth Minnetonka, Minnesota	$316K	+$39.8K	1	0.11%	Increased
1827	DAM Doheny Asset Management Los Angeles, California	$313K	-$444K	1	0.17%	Reduced
1828	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$310K	+$56K	2	0.03%	Increased
1829	MFP Michael F. Price	$310K	-$2.27M	1	0.04%	Reduced
1830	ACM AUA Capital Management Camp Hill, Pennsylvania	$308K	$0	2	0.27%	Maintained
1831	NCM Northwest Capital Management Lake Oswego, Oregon	$308K	$0	1	0.38%	Maintained
1832	IF IRON Financial Northbrook, Illinois	$307K	+$12.5K	1	0.17%	Increased
1833	CIA Cascade Investment Advisors Oregon City, Oregon	$304K	$0	2	0.27%	Maintained
1834	WA Wealth Architects Mountain View, California	$304K	-$70.2K	1	0.1%	Reduced
1835	CAM Concorde Asset Management Ann Arbor, Michigan	$303K	+$326K	1	0.35%	New
1836	GBT Grove Bank & Trust Miami, Florida	$303K	-$13.5K	1	0.13%	Reduced
1837	TL TrueWealth LLC Atlanta, Georgia	$302K	+$3.05K	2	0.14%	Increased
1838	HCM Harvey Capital Management Palm Beach, Florida	$300K	$0	1	0.12%	Maintained
1839	Plancorp LLC Saint Louis, Missouri	$299K	+$3.6K	1	0.12%	Increased
1840	TCB Texas Capital Bancshares Dallas, Texas	$299K	-$11.3K	1	0.65%	Reduced
1841	BWM Baystate Wealth Management Boston, Massachusetts	$298K	+$9.35K	3	0.04%	Increased
1842	DOA D'Orazio & Associates Falls Church, Virginia	$298K	$0	1	0.11%	Maintained
1843	GSBTD Glenview State Bank Trust Department Glenview, Illinois	$297K	$0	1	0.14%	Maintained
1844	BWA Burt Wealth Advisors North Bethesda, Maryland	$295K	$0	2	0.14%	Maintained
1845	SGS Sterling Global Strategies Carlsbad, California	$293K	$0	1	1.89%	Maintained
1846	GEA Glen Eagle Advisors Kingston, New Jersey	$292K	+$7.83K	5	0.23%	Increased
1847	VNA VNBTrust National Association Charlottesville, Virginia	$292K	$0	1	0.11%	Maintained
1848	CCM Consolidated Capital Management Burbank, California	$288K	$0	1	0.22%	Maintained
1849	JCP Jabre Capital Partners Geneva, Switzerland	$288K	-$826K	1	0.02%	Reduced
1850	RFG Advisory Birmingham, Alabama	$288K	+$286K	1	0.09%	New