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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	LIA LBMC Investment Advisors Brentwood, Tennessee	$265K	+$252	1	0.04%	Increased
1902	WA Wealth Architects Mountain View, California	$262K	-$74.2K	1	0.08%	Reduced
1903	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$260K	-$3.27K	1	0.03%	Reduced
1904	PNAA Pictet North America Advisors Geneva 73, Switzerland	$260K	$0	1	0.03%	Maintained
1905	TC Truvestments Capital Sarasota, Florida	$260K	+$250K	3	0.12%	New
1906	SCA Secor Capital Advisors New York	$258K	-$8.78M	1	0.03%	Reduced
1907	EIA Edgemoor Investment Advisors Bethesda, Maryland	$257K	$0	1	0.03%	Maintained
1908	HA Harbor Advisors West Palm Beach, Florida	$257K	$0	1	0.08%	Maintained
1909	TFO Tarbox Family Office Newport Beach, California	$257K	+$5.09K	3	0.09%	Increased
1910	TDC Thompson Davis & Co Richmond, Virginia	$257K	+$39K	3	0.56%	Increased
1911	DBRC D.B. Root & Company Pittsburgh, Pennsylvania	$252K	-$15.4K	1	0.11%	Reduced
1912	GWM GSB Wealth Management Guilford, Connecticut	$252K	$0	1	1.04%	Maintained
1913	LFA Legacy Financial Advisors Covington, Kentucky	$252K	$0	3	0.09%	Maintained
1914	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$251K	+$9.4K	1	0.05%	Increased
1915	WI WrapManager Inc Mill Valley, California	$251K	+$1.43K	1	0.08%	Increased
1916	SFG StrategIQ Financial Group Merrillville, Indiana	$249K	+$10.2K	1	0.08%	Increased
1917	DSI Daiwa SB Investments Tokyo, Japan	$248K	-$173K	2	0.05%	Reduced
1918	DCM Dynamic Capital Management St. Helier, Jersey	$248K	-$104K	1	0.33%	Reduced
1919	WCWM Wooster Corthell Wealth Management Glastonbury, Connecticut	$248K	$0	1	0.12%	Maintained
1920	DA DSC Advisors Chicago, Illinois	$246K	+$235K	1	0.03%	New
1921	SG StoneX Group New York	$246K	$0	1	0.18%	Maintained
1922	FRM Foundation Resource Management Little Rock, Arkansas	$245K	$0	1	0.05%	Maintained
1923	MA MANA Advisors New York	$241K	+$230K	1	1.1%	New
1924	KPCM Kings Point Capital Management Great Neck, New York	$240K	$0	3	0.04%	Maintained
1925	GEA Glen Eagle Advisors Kingston, New Jersey	$239K	-$73.4K	3	0.17%	Reduced