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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	BCM Brasada Capital Management Houston, Texas	$259K	+$263K	1	0.07%	New
2052	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$259K	+$242K	1	0.03%	New
2053	GPSPJS General Pension Society PZU Joint Stock Warsaw, Poland	$259K	+$274K	1	0.11%	New
2054	NFSG Newbridge Financial Services Group Boca Raton, Florida	$258K	+$270K	2	0.25%	New
2055	SFG Sunburst Financial Group Vestavia Hills, Alabama	$258K	+$1.22K	1	0.22%	Increased
2056	CRCM Corbett Road Capital Management Mclean, Virginia	$257K	+$17K	1	0.24%	Increased
2057	CG Corundum Group Colorado Springs, Colorado	$256K	+$3.26K	1	0.25%	Increased
2058	PO Private Ocean San Rafael, California	$256K	$0	3	0.06%	Maintained
2059	Todd Asset Management Louisville, Kentucky	$256K	$0	1	0.01%	Maintained
2060	VHAM Van Hulzen Asset Management El Dorado Hills, California	$255K	+$270K	1	0.04%	New
2061	WA Wealth Architects Mountain View, California	$255K	+$19.9K	1	0.07%	Increased
2062	APWM Atlas Private Wealth Management Albany, New York	$254K	+$10.4K	2	0.2%	Increased
2063	BG Berry Group Worcester, Massachusetts	$254K	-$8.77K	1	0.14%	Reduced
2064	TCOT Trust Company of Toledo Holland, Ohio	$254K	$0	1	0.06%	Maintained
2065	BCM Brooktree Capital Management Gand Rapids, Michigan	$253K	-$47.5K	1	0.21%	Reduced
2066	PTC Provident Trust Company Waukesha, Wisconsin	$253K	$0	1	0.01%	Maintained
2067	SWM Sculati Wealth Management Bloomfield Hills, Michigan	$253K	$0	1	0.19%	Maintained
2068	HCP Hexagon Capital Partners Rogers, Arkansas	$252K	+$276K	3	0.08%	New
2069	ADL Asset Dedication LLC San Francisco, California	$251K	+$64.7K	3	0.06%	Increased
2070	QCMC Quantum Capital Management (California) San Francisco, California	$251K	-$15.8K	2	0.28%	Reduced
2071	SAM SignalPoint Asset Management Springfield, Missouri	$251K	+$266K	1	0.1%	New
2072	SCM Spreng Capital Management Bucyrus, Ohio	$251K	-$17K	1	0.24%	Reduced
2073	CAN Claraphi Advisory Network Aliso Viejo, United States	$250K	-$396K	1	0.09%	Reduced
2074	LIA LBMC Investment Advisors Brentwood, Tennessee	$250K	+$44K	1	0.03%	Increased
2075	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$249K	+$35K	1	0.09%	Increased