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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	MFW Mosaic Family Wealth St. Louis, Missouri	$249K	-$15.1K	1	0.09%	Reduced
2077	OFG Oxford Financial Group Carmel, Indiana	$249K	-$118K	1	0.04%	Reduced
2078	RSS Rosenblum Silverman Sutton San Francisco, California	$249K	-$44.7K	1	0.07%	Reduced
2079	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$249K	$0	1	0.15%	Maintained
2080	PI Pachira Investments Dana Point, California	$247K	+$256K	1	0.32%	New
2081	MCM Mengis Capital Management Portland, Oregon	$246K	+$5.11K	1	0.07%	Increased
2082	SF Symphony Financial Houston, Texas	$246K	-$1.55M	1	0.1%	Reduced
2083	PCP Proficio Capital Partners Newton, Massachusetts	$245K	-$1.39K	1	0.04%	Reduced
2084	GFP Gryphon Financial Partners Columbus, Ohio	$244K	+$249K	1	0.07%	New
2085	HA HYA Advisors Springfield, Missouri	$244K	+$252K	1	0.15%	New
2086	BCA Berman Capital Advisors Atlanta, Georgia	$243K	-$36.6K	6	0.07%	Reduced
2087	BA Birinyi Associates Westport, Connecticut	$241K	+$254K	1	0.1%	New
2088	SAM Strategy Asset Managers Pasadena, California	$241K	-$762K	1	0.06%	Reduced
2089	CC Codex Capital New York	$240K	+$244K	1	0.15%	New
2090	MCM McRae Capital Management Morristown, New Jersey	$239K	+$34.1K	1	0.08%	Increased
2091	WAM Westport Asset Management Southport, Connecticut	$237K	$0	1	0.14%	Maintained
2092	WB West Bancorporation West Des Moines, Iowa	$236K	+$64.8K	2	0.28%	Increased
2093	MPM Meritage Portfolio Management Overland Park, Kansas	$235K	$0	1	0.02%	Maintained
2094	MRCM M&R Capital Management Summit, New Jersey	$235K	+$61	2	0.06%	Increased
2095	Capital Wealth Planning Naples, Florida	$234K	-$1.61M	1	0.01%	Reduced
2096	ACA Affinity Capital Advisors Berkeley, California	$233K	-$279K	1	0.13%	Reduced
2097	Ethic Inc New York	$233K	-$41.7K	1	0.09%	Reduced
2098	B Brightworth Atlanta, Georgia	$232K	+$46.6K	1	0.03%	Increased
2099	AA Auxano Advisors Bellevue, Washington	$231K	+$244K	1	0.18%	New
2100	VCM Versant Capital Management Phoenix, Arizona	$231K	+$4.87K	7	0.1%	Increased