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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	HI Hudock Inc Williamsport, Pennsylvania	$323K	-$55.1K	5	0.12%	Reduced
1927	VFPI Vantage Financial Partners (Illinois) Arlington Heights, Illinois	$322K	+$48.3K	1	0.21%	Increased
1928	GBT Grove Bank & Trust Miami, Florida	$322K	+$7.83K	1	0.12%	Increased
1929	HFA High Falls Advisors Rochester, New York	$319K	+$308K	1	0.11%	New
1930	GSBTD Glenview State Bank Trust Department Glenview, Illinois	$318K	$0	1	0.14%	Maintained
1931	PWAC Private Wealth Advisors (California) Fresno, California	$318K	+$1.67K	1	0.22%	Increased
1932	RTC Riverview Trust Company Vancouver, Washington	$318K	+$3.02K	3	0.24%	Increased
1933	ACM Ategra Capital Management Vienna, Virginia	$317K	+$297K	1	0.31%	New
1934	Ritholtz Wealth Management New York	$315K	$0	1	0.06%	Maintained
1935	WFM Wolff Financial Management Kalamazoo, Michigan	$315K	+$152	1	0.26%	Increased
1936	CBT Central Bank & Trust Lexington, Kentucky	$314K	-$73.4K	2	0.07%	Reduced
1937	AWM Affinity Wealth Management Wilmington, Delaware	$312K	$0	1	0.12%	Maintained
1938	PGIM Pacific Global Investment Management Glendale, California	$312K	+$380	1	0.07%	Increased
1939	Aspiriant LLC Los Angeles, California	$311K	-$57.1K	1	0.03%	Reduced
1940	FNT First Nebraska Trust Lincoln, Nebraska	$310K	$0	1	0.06%	Maintained
1941	ACM AUA Capital Management Camp Hill, Pennsylvania	$310K	$0	2	0.26%	Maintained
1942	SAM Symphony Asset Management San Francisco, California	$309K	-$143K	1	0.08%	Reduced
1943	WGCA Wolf Group Capital Advisors Fairfax, Virginia	$309K	-$7.29K	1	0.21%	Reduced
1944	BWA Burt Wealth Advisors North Bethesda, Maryland	$305K	+$4.71K	2	0.14%	Increased
1945	IC Intersect Capital San Ramon, California	$304K	-$12.5K	1	0.13%	Reduced
1946	MGO One Seven Beachwood, Ohio	$303K	-$541K	1	0.1%	Reduced
1947	PL Parthenon LLC Louisville, Kentucky	$303K	+$12.1K	1	0.07%	Increased
1948	RFN RDA Financial Network Akron, Iowa	$303K	+$272K	1	0.14%	New
1949	LC Lavaca Capital Houston, Texas	$302K	+$93.6K	3	0.26%	Increased
1950	Aptus Capital Advisors Fairhope, Alabama	$300K	+$282K	1	0.05%	New