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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	TFO Tarbox Family Office Newport Beach, California	$219K	-$2.23K	4	0.08%	Reduced
2052	CA Cumberland Advisors Sarasota, Florida	$218K	+$205K	1	0.08%	New
2053	FI Financial Insights Tacoma, Washington	$218K	+$185K	1	0.23%	New
2054	JCM Jag Capital Management St Louis, Missouri	$216K	-$103K	1	0.04%	Reduced
2055	Ossiam Paris, France	$215K	-$354K	2	0.02%	Reduced
2056	MCM Mengis Capital Management Portland, Oregon	$213K	+$200K	1	0.12%	New
2057	HCM Hengehold Capital Management Cincinnati, Ohio	$212K	+$199K	1	0.05%	New
2058	AIP Ahrens Investment Partners Lafayette, Louisiana	$211K	+$198K	1	0.1%	New
2059	KLWA Kelly Lawrence W & Associates Pasadens, California	$211K	$0	1	0.04%	Maintained
2060	MA MONECO Advisors Fairfield, Connecticut	$211K	+$197K	1	0.17%	New
2061	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$209K	+$196K	1	0.24%	New
2062	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$209K	+$196K	1	0.07%	New
2063	SAM Strategy Asset Managers Pasadena, California	$209K	+$210K	3	0.05%	New
2064	SCM Shapiro Capital Management Atlanta, Georgia	$208K	+$215K	1	0%	New
2065	EWA ERTS Wealth Advisors Marquette, Michigan	$208K	-$7K	1	0.12%	Reduced
2066	KPF K2 Principal Fund Toronto, Ontario, Canada	$208K	-$4.93M	1	0.03%	Reduced
2067	PNAA Pictet North America Advisors Geneva 73, Switzerland	$208K	+$195K	1	0.03%	New
2068	AMG Advisors Management Group La Crosse, Wisconsin	$207K	+$194K	1	0.09%	New
2069	LWM Liberty Wealth Management Oakland, California	$207K	+$35.6K	3	0.16%	Increased
2070	DBRC D.B. Root & Company Pittsburgh, Pennsylvania	$205K	+$192K	1	0.09%	New
2071	FAM Foothills Asset Management Scottsdale, Arizona	$204K	+$191K	1	0.16%	New
2072	W Wealthquest Cincinnati, Ohio	$203K	+$191K	1	0.08%	New
2073	BPB Badgley, Phelps & Bell Seattle, Washington	$202K	+$189K	1	0.01%	New
2074	HC Hamilton Capital Columbus, Ohio	$201K	+$188K	1	0.09%	New
2075	JFA JNBA Financial Advisors Bloomington, Minnesota	$201K	+$25.9K	4	0.04%	Increased