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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
1876	SNS Financial Group Minneapolis, Minnesota	$302K	+$36.2K	1	0.07%	Increased
1877	BWA Burt Wealth Advisors North Bethesda, Maryland	$298K	+$30.8K	2	0.19%	Increased
1878	GBT Grove Bank & Trust Miami, Florida	$298K	-$31.2K	1	0.13%	Reduced
1879	VNA VNBTrust National Association Charlottesville, Virginia	$298K	$0	1	0.17%	Maintained
1880	ACA Ackerman Capital Advisors Dallas, Texas	$297K	+$308K	1	0.13%	New
1881	BFC Bedel Financial Consulting Indianapolis, Indiana	$296K	+$280K	1	0.27%	New
1882	BA BKS Advisors Southfield, Michigan	$296K	$0	1	0.11%	Maintained
1883	FFA First Foundation Advisors Irvine, California	$296K	-$33.8K	1	0.02%	Reduced
1884	Arax Advisory Partners Denver, Colorado	$295K	+$54.7K	3	0.13%	Increased
1885	HS Horan Securities Cincinnati, United States	$295K	$0	2	0.27%	Maintained
1886	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$294K	$0	1	0.3%	Maintained
1887	CCM Consolidated Capital Management Burbank, California	$293K	$0	1	0.3%	Maintained
1888	SGS Sterling Global Strategies Carlsbad, California	$293K	$0	1	1.24%	Maintained
1889	ICM IMS Capital Management Portland, Oregon	$292K	-$57.7K	1	0.18%	Reduced
1890	CL CIM LLC Albany, New York	$290K	+$4.78K	1	0.11%	Increased
1891	FA FCG Advisors Chatham, New Jersey	$290K	+$304	1	0.11%	Increased
1892	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$289K	+$268K	1	0.18%	New
1893	BWM BigSur Wealth Management Miami, Florida	$288K	+$607	1	0.29%	Increased
1894	BCM Brasada Capital Management Houston, Texas	$288K	+$282K	1	0.1%	New
1895	RWA RGT Wealth Advisors Dallas, Texas	$288K	+$8.93K	1	0.15%	Increased
1896	PL Parthenon LLC Louisville, Kentucky	$287K	-$36.2K	1	0.06%	Reduced
1897	B Brightworth Atlanta, Georgia	$286K	+$13.3K	1	0.06%	Increased
1898	SIM SSI Investment Management Los Angeles, California	$285K	-$304	1	0.02%	Reduced
1899	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$283K	-$1.52M	1	0.21%	Reduced
1900	QC QCM Cayman Houston, Texas	$283K	+$279K	1	1.17%	New