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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
1851	TL TrueWealth LLC Atlanta, Georgia	$319K	-$10.5K	3	0.15%	Reduced
1852	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$318K	-$44K	1	0.16%	Reduced
1853	CIA Cascade Investment Advisors Oregon City, Oregon	$318K	$0	2	0.27%	Maintained
1854	NCM Northwest Capital Management Lake Oswego, Oregon	$317K	$0	1	0.34%	Maintained
1855	PIA Pinion Investment Advisors Wichita, Kansas	$317K	+$24.4K	1	0.61%	Increased
1856	BWM BigSur Wealth Management Miami, Florida	$315K	$0	1	0.2%	Maintained
1857	PL Parthenon LLC Louisville, Kentucky	$314K	$0	1	0.07%	Maintained
1858	PTC Petrus Trust Company Dallas, Texas	$314K	+$359K	1	0.07%	New
1859	BA BKS Advisors Southfield, Michigan	$310K	$0	1	0.11%	Maintained
1860	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$310K	-$419K	1	0.12%	Reduced
1861	Dodge & Cox San Francisco, California	$308K	+$60K	1	0%	Increased
1862	CL CIM LLC Albany, New York	$307K	$0	1	0.11%	Maintained
1863	GFP Gryphon Financial Partners Columbus, Ohio	$306K	+$116K	1	0.09%	Increased
1864	SCA Stonebridge Capital Advisors St Paul, Minnesota	$306K	+$13.4K	1	0.06%	Increased
1865	SGS Sterling Global Strategies Carlsbad, California	$303K	$0	1	1.32%	Maintained
1866	WA WealthTrust-Arizona Scottsdale, Arizona	$302K	+$14.9K	4	0.14%	Increased
1867	AR Advisory Research Chicago, Illinois	$301K	+$12K	1	0%	Increased
1868	SNS Financial Group Minneapolis, Minnesota	$300K	+$4.45K	1	0.07%	Increased
1869	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$299K	$0	3	0.08%	Maintained
1870	KJWM Kiley Juergens Wealth Management Olympia, Washington	$298K	+$57.9K	2	0.22%	Increased
1871	BLAM Bourne Lent Asset Management Pawling, New York	$296K	$0	1	0.14%	Maintained
1872	CAN Claraphi Advisory Network Aliso Viejo, United States	$296K	-$60.6K	1	0.17%	Reduced
1873	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$296K	$0	1	0.03%	Maintained
1874	BWM Baystate Wealth Management Boston, Massachusetts	$294K	-$19.2K	3	0.05%	Reduced
1875	BCM Buckhead Capital Management Atlanta, Georgia	$292K	+$57.4K	1	0.09%	Increased