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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
1926	TC Trust Company Manhattan, Kansas	$221K	+$548	3	0.1%	Increased
1927	Meridian Wealth Management Lexington, Kentucky	$220K	-$174K	1	0.1%	Reduced
1928	SG StoneX Group New York	$220K	+$219K	1	0.19%	New
1929	WCM Windsor Capital Management Phoenix, Arizona	$220K	-$5.87K	1	0.1%	Reduced
1930	Dodge & Cox San Francisco, California	$219K	$0	1	0%	Maintained
1931	FRM Foundation Resource Management Little Rock, Arkansas	$219K	$0	1	0.04%	Maintained
1932	KJWM Kiley Juergens Wealth Management Olympia, Washington	$219K	+$226K	2	0.2%	New
1933	PFA Pathway Financial Advisors South Burlington, Vermont	$219K	$0	2	0.13%	Maintained
1934	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$218K	-$8.93K	1	0.15%	Reduced
1935	KPCM Kings Point Capital Management Great Neck, New York	$216K	$0	3	0.04%	Maintained
1936	SVCP Silicon Valley Capital Partners San Jose, California	$216K	+$198K	1	0.1%	New
1937	AFA Arlington Financial Advisors Santa Barbara, California	$215K	+$197K	1	0.13%	New
1938	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$215K	+$214K	1	0.11%	New
1939	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$215K	-$170K	1	0.03%	Reduced
1940	SCA Strategic Capital Advisers Denver, Colorado	$215K	+$1.88K	1	0.16%	Increased
1941	AC AFAM Capital Austin, Texas	$213K	$0	1	0.03%	Maintained
1942	Boothbay Fund Management New York	$213K	+$212K	1	0.02%	New
1943	SHJ Sharkey, Howes & Javer Denver, Colorado	$213K	$0	1	0.12%	Maintained
1944	SFG StrategIQ Financial Group Merrillville, Indiana	$213K	+$212K	1	0.07%	New
1945	WI WrapManager Inc Mill Valley, California	$213K	+$228K	1	0.07%	New
1946	HCA Horan Capital Advisors Cincinnati, Ohio	$211K	-$9.32K	1	0.14%	Reduced
1947	TFS TrustCore Financial Services Brentwood, Tennessee	$211K	+$313	3	0.07%	Increased
1948	BIA Barry Investment Advisors New Bedford, Massachusetts	$209K	+$861	1	0.08%	Increased
1949	Tudor Investment Corp Stamford, Connecticut	$209K	-$1.85M	1	0.01%	Reduced
1950	AF Affiance Financial St. Louis Park, Minnesota	$208K	$0	1	0.16%	Maintained