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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
2076	AOWM Alpha Omega Wealth Management Richmond, Virginia	$199K	+$47.9K	3	0.09%	Increased
2077	TFS TrustCore Financial Services Brentwood, Tennessee	$199K	+$189K	3	0.06%	New
2078	MCA Mercer Capital Advisers Little Silver, New Jersey	$191K	$0	1	0.13%	Maintained
2079	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$190K	+$43.7K	3	0.02%	Increased
2080	PWMG Prestige Wealth Management Group Flemington, New Jersey	$190K	-$96.2K	4	0.12%	Reduced
2081	WA Winfield Associates Cleveland, Ohio	$189K	+$191K	1	0.1%	New
2082	Destination Wealth Management Walnut Creek, California	$188K	+$56.6K	3	0.01%	Increased
2083	RAM Riggs Asset Management Dallas, Pennsylvania	$186K	+$50K	2	0.13%	Increased
2084	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$182K	$0	2	0.62%	Maintained
2085	PGA Premia Global Advisors Coral Gables, Florida	$181K	+$183K	1	0.18%	New
2086	TC Trust Company Manhattan, Kansas	$181K	-$2.2K	4	0.11%	Reduced
2087	AIM Advantage Investment Management Cedar Rapids, Iowa	$178K	+$13.8K	2	0.14%	Increased
2088	AIA Alera Investment Advisors Deerfield, Illinois	$177K	-$52.6K	5	0.09%	Reduced
2089	HRC Hoertkorn Richard Charles	$176K	$0	1	0.12%	Maintained
2090	EIM Essex Investment Management Boston, Massachusetts	$175K	+$182K	1	0.03%	New
2091	VCM Versant Capital Management Phoenix, Arizona	$175K	+$4.68K	8	0.07%	Increased
2092	SIA SeaBridge Investment Advisors Summit, New Jersey	$172K	$0	1	0.06%	Maintained
2093	UFF USA Financial Formulas Ada, Michigan	$172K	+$178K	1	0.11%	New
2094	CFD Creative Financial Designs Kokomo, Indiana	$166K	+$149K	2	0.1%	Increased
2095	Benjamin Edwards Inc Clayton, Missouri	$162K	+$154K	2	0.77%	New
2096	BCA Berman Capital Advisors Atlanta, Georgia	$156K	-$21.9K	6	0.05%	Reduced
2097	WPA West Paces Advisors Atlanta, Georgia	$150K	-$46.4K	3	0.11%	Reduced
2098	OFW Omnia Family Wealth Aventura, Florida	$150K	-$38.6K	3	0.07%	Reduced
2099	TC Truvestments Capital Sarasota, Florida	$150K	+$144K	3	0.12%	New
2100	RP Rowlandmiller & Partners Atlanta, Georgia	$146K	$0	1	0.05%	Maintained