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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
2051	HCM Highlander Capital Management Short Hills, New Jersey	$110K	$0	1	0.08%	Maintained
2052	PVH Psagot Value Holdings Tel Aviv, Israel	$107K	$0	1	0%	Maintained
2053	SMG Spectrum Management Group Indianapolis, Indiana	$106K	-$314K	3	0.04%	Reduced
2054	AIP Almanack Investment Partners Wayne, Pennsylvania	$103K	+$97.3K	1	0.04%	New
2055	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$102K	$0	1	0.04%	Maintained
2056	TA Townsend & Associates Westminster, Colorado	$97K	+$91.8K	1	0.08%	New
2057	FA Fortis Advisors Wayne, Pennsylvania	$96K	$0	1	0.06%	Maintained
2058	CB CNB Bank Clearfield, Pennsylvania	$94K	+$95.3K	2	0.06%	New
2059	C Cerebellum San Francisco, California	$92K	+$91.6K	2	0.07%	New
2060	LWA Lenox Wealth Advisors New York	$90K	+$84.5K	1	0.03%	Increased
2061	RWG Regal Wealth Group Seal Beach, California	$90K	+$300	1	0.06%	Increased
2062	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$88K	$0	4	0.07%	Maintained
2063	BC Barnett & Company Chattanooga, Tennessee	$87K	$0	1	0.04%	Maintained
2064	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$83K	-$1K	1	0.04%	Reduced
2065	FRA Front Row Advisors Tiburon, California	$83K	+$80.1K	4	0.07%	New
2066	Pathstone Family Office Englewood, New Jersey	$83K	-$6.07K	1	0.05%	Reduced
2067	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$76K	+$72.1K	1	0.15%	New
2068	Country Trust Bank Bloomington, Illinois	$73K	+$65.1K	1	0%	Increased
2069	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$70K	-$6.91K	2	0.07%	Reduced
2070	PSC Prentiss Smith & Co Brattleboro, Vermont	$68K	$0	1	0.03%	Maintained
2071	KLC Knowledge Leaders Capital Denver, Colorado	$63K	-$37K	1	0.05%	Reduced
2072	PCA Providence Capital Advisors Charlotte, North Carolina	$62K	+$60.7K	2	0.05%	New
2073	Credit Agricole Montrouge Cedex, France	$60K	-$174M	1	0%	Reduced
2074	FBT First Bank & Trust Brookings, South Dakota	$60K	-$4.56K	1	0.05%	Reduced
2075	MSA Marino Stram & Associates Braintree, Massachusetts	$55K	+$52.6K	2	0.05%	New