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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	$239K	-$2.18K	3	0.11%	Reduced
1927	SHJ Sharkey, Howes & Javer Denver, Colorado	$238K	$0	1	0.12%	Maintained
1928	TFA Toth Financial Advisory Leesburg, Virginia	$238K	-$553K	3	0.05%	Reduced
1929	HCM HMS Capital Management Nashville, Tennessee	$237K	-$25.3K	1	0.12%	Reduced
1930	HRT Financial New York	$237K	+$223K	1	0.04%	New
1931	HCA Horan Capital Advisors Cincinnati, Ohio	$236K	$0	1	0.15%	Maintained
1932	OFW Omnia Family Wealth Aventura, Florida	$235K	$0	3	0.11%	Maintained
1933	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$233K	$0	1	0.14%	Maintained
1934	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$232K	-$10.7K	1	0.15%	Reduced
1935	LPT Legacy Private Trust Neenah, Wisconsin	$232K	+$221K	1	0.03%	New
1936	WAG Winthrop Advisory Group Boston, Massachusetts	$232K	$0	1	0.13%	Maintained
1937	SCM Shapiro Capital Management Atlanta, Georgia	$231K	$0	1	0%	Maintained
1938	GIM Greystone Investment Management Cincinnati, Ohio	$231K	$0	1	0.1%	Maintained
1939	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$231K	$0	1	0.12%	Maintained
1940	AIP Ahrens Investment Partners Lafayette, Louisiana	$229K	$0	1	0.09%	Maintained
1941	BIA Barry Investment Advisors New Bedford, Massachusetts	$228K	-$5.37K	1	0.08%	Reduced
1942	Conestoga Capital Advisors Wayne, Pennsylvania	$228K	$0	1	0.01%	Maintained
1943	PW Peninsula Wealth San Francisco, California	$228K	$0	1	0.12%	Maintained
1944	TFS TrustCore Financial Services Brentwood, Tennessee	$228K	+$252	3	0.07%	Increased
1945	VI Versor Investments New York	$226K	+$221K	1	0.08%	New
1946	MCM Marathon Capital Management Hunt Valley, Maryland	$225K	$0	1	0.09%	Maintained
1947	SCA Strategic Capital Advisers Denver, Colorado	$225K	+$924	1	0.16%	Increased
1948	AIM Alambic Investment Management Belvedere, California	$224K	+$220K	1	0.18%	New
1949	SVCP Silicon Valley Capital Partners San Jose, California	$224K	+$1.18K	1	0.09%	Increased
1950	South Texas Money Management San Antonio, Texas	$224K	+$213K	1	0.01%	New