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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	NCM Noesis Capital Mangement Boca Raton, Florida	$240K	-$3.64K	1	0.09%	Reduced
1902	SSA South Street Advisors New York	$240K	$0	1	0.07%	Maintained
1903	Aristotle Capital Management Los Angeles, California	$238K	$0	1	0%	Maintained
1904	LFA Legacy Financial Advisors Covington, Kentucky	$237K	+$3.99K	3	0.09%	Increased
1905	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$236K	-$3.76K	1	0.03%	Reduced
1906	IIC Ironwood Investment Counsel Scottsdale, Arizona	$236K	-$200K	1	0.1%	Reduced
1907	LIA LBMC Investment Advisors Brentwood, Tennessee	$236K	+$235K	1	0.04%	New
1908	HCM HMS Capital Management Nashville, Tennessee	$235K	+$234K	1	0.13%	New
1909	PNAA Pictet North America Advisors Geneva 73, Switzerland	$233K	-$10.7K	1	0.03%	Reduced
1910	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$232K	-$4.38K	2	0.29%	Reduced
1911	WCAMG Woodard & Company Asset Management Group Bermuda Run, North Carolina	$231K	$0	2	0.22%	Maintained
1912	VCAM Van Cleef Asset Management Beachwood, Ohio	$231K	$0	1	0.06%	Maintained
1913	EIA Edgemoor Investment Advisors Bethesda, Maryland	$230K	-$157	1	0.03%	Reduced
1914	AFP Ausdal Financial Partners Davenport, Iowa	$228K	+$227K	1	0.07%	New
1915	KLWA Kelly Lawrence W & Associates Pasadens, California	$227K	$0	1	0.04%	Maintained
1916	CPH C Partners Holding Zurich, Switzerland	$226K	-$782	1	0.08%	Reduced
1917	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$226K	$0	1	0.15%	Maintained
1918	GWM GSB Wealth Management Guilford, Connecticut	$225K	$0	1	1.07%	Maintained
1919	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$224K	$0	1	0.12%	Maintained
1920	ICA Infrastructure Capital Advisors New York	$223K	$0	1	0.02%	Maintained
1921	OFW Omnia Family Wealth Aventura, Florida	$223K	-$2K	3	0.1%	Reduced
1922	PM Parametrica Management Wanchai, Hong Kong	$222K	+$215K	1	1.05%	New
1923	WCWM Wooster Corthell Wealth Management Glastonbury, Connecticut	$222K	$0	1	0.12%	Maintained
1924	Brookstone Capital Management Wheaton, Illinois	$221K	-$410K	1	0.02%	Reduced
1925	TFF The Family Firm Bethesda, Maryland	$221K	+$331	1	0.08%	Increased