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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	LB Leo Brokerage Hurst, Texas	$370K	+$366K	1	0.15%	New
1902	PG Proffitt & Goodson Knoxville, Tennessee	$370K	-$58.3K	1	0.08%	Reduced
1903	CFA CWS Financial Advisors Kalamazoo, Michigan	$368K	+$2.56K	1	0.24%	Increased
1904	PIA Pinion Investment Advisors Wichita, Kansas	$367K	$0	1	0.55%	Maintained
1905	GC Globeflex Capital San Diego, California	$366K	-$1K	2	0.1%	Reduced
1906	Members Trust Tampa, Florida	$366K	+$23.7K	1	0.01%	Increased
1907	TWI Thomas White International Chicago, Illinois	$366K	$0	1	0.07%	Maintained
1908	CCG Ceeto Capital Group Coral Gables, Florida	$364K	$0	1	0.2%	Maintained
1909	Chicago Partners Investment Group Chicago, Illinois	$363K	+$12.4K	1	0.04%	Increased
1910	FNT First Nebraska Trust Lincoln, Nebraska	$363K	-$1.63K	1	0.06%	Reduced
1911	CWM Cornerstone Wealth Management St. Peters, Missouri	$362K	+$59.9K	1	0.05%	Increased
1912	TCM Tributary Capital Management Omaha, Nebraska	$362K	-$1.53M	1	0.03%	Reduced
1913	CCM Cribstone Capital Management Augusta, Maine	$361K	+$354K	2	0.29%	Increased
1914	DWM Darwin Wealth Management Tampa, Florida	$361K	-$78.9K	1	0.08%	Reduced
1915	Apollon Wealth Management Mount Pleasant, South Carolina	$360K	+$31K	1	0.16%	Increased
1916	RCA Resonant Capital Advisors Madison, Wisconsin	$359K	-$413K	1	0.1%	Reduced
1917	BO Bank OZK Little Rock, Arkansas	$358K	-$1.83K	1	0.19%	Reduced
1918	FC Financial Consulate Hunt Valley, Maryland	$357K	-$6.09K	1	0.17%	Reduced
1919	BIA Bigelow Investment Advisors Portland, Maine	$356K	+$18.2K	1	0.21%	Increased
1920	CFFP Center for Financial Planning Southfied, Michigan	$356K	-$125K	2	0.11%	Reduced
1921	FTC Farmers Trust Company Youngstown, Ohio	$355K	+$1.58K	1	0.1%	Increased
1922	IA IFG Advisors St. Louis, Missouri	$354K	+$1.63K	1	0.25%	Increased
1923	MCM Makena Capital Management Menlo Park, California	$354K	+$22.2M	1	0.21%	New
1924	CFA Cahill Financial Advisors Edina, Minnesota	$351K	-$121K	1	0.13%	Reduced
1925	BWP Baldwin Wealth Partners Marion, Massachusetts	$350K	-$18.3K	2	0.05%	Reduced