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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	BWM Baystate Wealth Management Boston, Massachusetts	$287K	+$9.58K	2	0.04%	Increased
1877	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$287K	+$271K	1	0.26%	Increased
1878	Evergreen Capital Management Bellevue, Washington	$287K	+$49.1K	1	0.03%	Increased
1879	BWM BigSur Wealth Management Miami, Florida	$283K	-$330	1	0.2%	Reduced
1880	PL Parthenon LLC Louisville, Kentucky	$283K	$0	1	0.07%	Maintained
1881	B Bellecapital Zurich, Switzerland	$280K	-$505K	1	0.26%	Reduced
1882	ODCM Old Dominion Capital Management Charlottesville, Virginia	$280K	+$29.4K	1	0.26%	Increased
1883	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$277K	-$249K	1	0%	Reduced
1884	MFW Meristem Family Wealth Minnetonka, Minnesota	$277K	+$165	1	0.1%	Increased
1885	NCM Noesis Capital Mangement Boca Raton, Florida	$276K	-$33.5K	1	0.1%	Reduced
1886	IF IRON Financial Northbrook, Illinois	$275K	$0	1	0.18%	Maintained
1887	SNS Financial Group Minneapolis, Minnesota	$275K	-$24.2K	1	0.07%	Reduced
1888	SIM SSI Investment Management Los Angeles, California	$275K	-$5.04K	1	0.02%	Reduced
1889	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$273K	+$165	1	0.1%	Increased
1890	WA WealthTrust-Arizona Scottsdale, Arizona	$269K	-$330	4	0.14%	Reduced
1891	HS Horan Securities Cincinnati, United States	$268K	$0	2	0.24%	Maintained
1892	CL CIM LLC Albany, New York	$267K	-$19.7K	1	0.1%	Reduced
1893	LWA Lenox Wealth Advisors New York	$267K	+$184K	2	0.06%	Increased
1894	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$266K	-$155K	1	0.03%	Reduced
1895	CCG Chatham Capital Group Savannah, Georgia	$265K	$0	1	0.07%	Maintained
1896	ANB Amarillo National Bank Amarillo, Texas	$263K	-$3.14K	1	0.14%	Reduced
1897	HA Harfst & Associates Sheridan, Wyoming	$262K	+$17.8K	1	0.11%	Increased
1898	SCA Stonebridge Capital Advisors St Paul, Minnesota	$262K	-$39.3K	1	0.06%	Reduced
1899	Cannell & Spears New York	$261K	$0	1	0.03%	Maintained
1900	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$261K	-$61K	1	0.04%	Reduced