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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	MA MONECO Advisors Fairfield, Connecticut	$349K	+$58.1K	1	0.22%	Increased
1927	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$346K	-$24.4K	1	0.3%	Reduced
1928	VCS Vaughan & Co Securities Ridgewood, New Jersey	$345K	$0	1	0.36%	Maintained
1929	FDS First Dallas Securities Dallas, Texas	$343K	+$363K	1	0.39%	New
1930	LFA Legacy Financial Advisors Covington, Kentucky	$343K	+$363K	1	0.1%	New
1931	RFO RiverGlades Family Offices Naples, Florida	$342K	+$60.9K	1	0.33%	Increased
1932	EW Evoke Wealth Los Angeles, California	$341K	+$25.1K	4	0.03%	Increased
1933	WC Wexford Capital West Palm Beach, Florida	$340K	-$9.91M	1	0.09%	Reduced
1934	WRM Weybosset Research & Management Province, Rhode Island	$339K	+$100K	1	0.19%	Increased
1935	FLII First Long Island Investors Jericho, New York	$338K	$0	1	0.03%	Maintained
1936	PFM Peak Financial Management Wellesley, Massachusetts	$338K	+$791	1	0.15%	Increased
1937	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$336K	$0	1	0.18%	Maintained
1938	TCM Traynor Capital Management Malvern, Pennsylvania	$336K	-$95.2K	1	0.08%	Reduced
1939	AAM Autus Asset Management Scottsdale, Arizona	$335K	-$8.77K	1	0.04%	Reduced
1940	CG Cutler Group San Francisco, California	$335K	-$1.54M	4	0.02%	Reduced
1941	FA Financial Advisors Andover, Massachusetts	$334K	+$353K	1	0.18%	New
1942	VFA Values First Advisors Gray, Tennessee	$334K	+$38.9K	1	0.31%	Increased
1943	GWSG GPS Wealth Strategies Group Centennial, Colorado	$333K	+$344K	1	0.13%	New
1944	KOMWMG Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin	$331K	+$3.65K	1	0.24%	Increased
1945	PC Port Capital Chicago, Illinois	$330K	+$3.35K	1	0.03%	Increased
1946	TFO Tarbox Family Office Newport Beach, California	$330K	-$5.93K	4	0.08%	Reduced
1947	TGAM TBH Global Asset Management Brentwood, Tennessee	$330K	$0	1	0.11%	Maintained
1948	HT Heritage Trust Oklahoma City, Oklahoma	$329K	-$509K	1	0.06%	Reduced
1949	YMRC Yorktown Management & Research Company Forest, Virginia	$327K	+$21.9K	1	0.31%	Increased
1950	HR Hayden Royal Charlotte, North Carolina	$326K	+$71K	1	0.17%	Increased