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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
1901	ACM AUA Capital Management Camp Hill, Pennsylvania	$282K	$0	2	0.25%	Maintained
1902	MFW Meristem Family Wealth Minnetonka, Minnesota	$281K	+$12.7K	1	0.1%	Increased
1903	Prime Capital Investment Advisors Overland Park, Kansas	$281K	+$265K	1	0.22%	New
1904	OWA One Wealth Advisors San Francisco, California	$279K	+$264K	2	0.23%	New
1905	VCM Vigilant Capital Management Portland, Maine	$279K	+$49.3K	3	0.04%	Increased
1906	IF IRON Financial Northbrook, Illinois	$277K	+$226K	1	0.19%	New
1907	VAM Verity Asset Management Durham, North Carolina	$277K	+$254K	1	0.21%	New
1908	MCM Millie Capital Management Walnut Creek, California	$276K	$0	1	0.23%	Maintained
1909	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$276K	+$76	1	0.09%	Increased
1910	TDC Thompson Davis & Co Richmond, Virginia	$275K	-$328K	4	0.65%	Reduced
1911	NCM Noesis Capital Mangement Boca Raton, Florida	$273K	$0	1	0.1%	Maintained
1912	IWP Icon Wealth Partners Houston, Texas	$272K	+$261K	3	0.13%	New
1913	PWP Private Wealth Partners Mill Valley, California	$272K	+$266K	1	0.05%	New
1914	Treasurer of the State of North Carolina Raleigh, North Carolina	$272K	+$257K	1	0.67%	New
1915	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$271K	-$45.6K	1	0.02%	Reduced
1916	ANB Amarillo National Bank Amarillo, Texas	$270K	$0	1	0.09%	Maintained
1917	RIA RPG Investment Advisory Pleasanton, California	$270K	$0	4	0.07%	Maintained
1918	AWM AllSquare Wealth Management Albany, New York	$269K	$0	2	0.21%	Maintained
1919	CCG Chatham Capital Group Savannah, Georgia	$269K	-$18.1K	1	0.07%	Reduced
1920	OGC Oak Grove Capital North Hampton, New Hampshire	$269K	+$265K	1	0.28%	New
1921	LPC Loeb Partners Corp New York	$268K	$0	1	0.08%	Maintained
1922	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$268K	+$2.73K	2	0.2%	Increased
1923	TC Trust Company Manhattan, Kansas	$268K	-$10K	3	0.11%	Reduced
1924	Cannell & Spears New York	$264K	$0	1	0.03%	Maintained
1925	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$264K	+$250K	1	0.22%	New