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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	KC KHP Capital Tulsa, Oklahoma	$54K	$0	1	0.03%	Maintained
2052	Penserra Capital Management Orinda, California	$54K	-$667K	2	0%	Reduced
2053	TC Trilogy Capital Irvine, California	$54K	+$10.1K	2	0.01%	Increased
2054	FRA Front Row Advisors Tiburon, California	$51K	-$31.3K	3	0.04%	Reduced
2055	SIS Sound Income Strategies Ft Lauderdale, Florida	$51K	-$3.56K	3	0.02%	Reduced
2056	PCM Princeton Capital Management Red Bank, New Jersey	$49K	-$12.8K	1	0.02%	Reduced
2057	Country Trust Bank Bloomington, Illinois	$47K	$0	1	0%	Maintained
2058	WCM Wealthcare Capital Management Richmond, Virginia	$44K	$0	2	0.01%	Maintained
2059	SWMG Signature Wealth Management Group Atlanta, Georgia	$41K	$0	3	0.03%	Maintained
2060	ME McIlrath & Eck Arlington, Washington	$40K	+$10.4K	3	0.02%	Increased
2061	JAM JCIC Asset Management Toronto, Ontario, Canada	$38K	+$36.7K	1	0.01%	New
2062	RFM Royal Fund Management Lady Lake, Florida	$38K	-$7.67K	3	0.01%	Reduced
2063	ED Exane Derivatives Paris, France	$37.2K	-$261K	2	0.01%	Reduced
2064	Csenge Advisory Group Clearwater, Florida	$35K	-$150K	7	0.01%	Reduced
2065	RBC Roble Belko & Company Sewickley, Pennsylvania	$35K	$0	2	0.01%	Maintained
2066	TFA Transamerica Financial Advisors St. Petersburg, Florida	$35K	+$32.2K	1	0.01%	Increased
2067	HCM Horrell Capital Management Little Rock, Arkansas	$33K	$0	2	0.02%	Maintained
2068	OAJ Ogorek Anthony Joseph Williamsville, New York	$33K	$0	2	0.02%	Maintained
2069	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$31K	+$25.3K	2	0.02%	Increased
2070	WAM Watermark Asset Management San Ramon, California	$30K	$0	1	0.01%	Maintained
2071	LF Lee Financial Dallas, Texas	$29K	-$328K	2	0.01%	Reduced
2072	CFN Cordasco Financial Network Naples, Florida	$28K	-$4K	2	0.03%	Reduced
2073	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$28K	$0	1	0.01%	Maintained
2074	SFA Spectrum Financial Alliance Nicholasville, Kentucky	$27K	$0	1	0.02%	Maintained
2075	TCM TD Capital Management Memphis, Tennessee	$27K	$0	1	0.01%	Maintained