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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
2101	CBT CoreFirst Bank & Trust Topeka, Kansas	$1.59M	-$33.1K	4	0.79%	Reduced
2102	VAG VisionPoint Advisory Group Dallas, Texas	$1.59M	-$267K	3	0.26%	Reduced
2103	KIA Knollwood Investment Advisory Hunt Valley, Maryland	$1.59M	$0	2	0.14%	Maintained
2104	FBC Fairfield, Bush & Co Darien, Connecticut	$1.59M	+$302K	2	0.78%	Increased
2105	WCA Westover Capital Advisors Wilmington, Delaware	$1.59M	-$63.5K	1	0.26%	Reduced
2106	HI Hoey Investments Coatesville, Pennsylvania	$1.59M	+$5.85K	4	0.21%	Increased
2107	NPF Norris Perne & French Grand Rapids, Michigan	$1.59M	-$146K	2	0.07%	Reduced
2108	ML McAdam LLC Philadelphia, Pennsylvania	$1.59M	+$198K	3	0.06%	Increased
2109	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$1.59M	-$12.7K	1	0.09%	Reduced
2110	UAG United Advisor Group Cincinnati, Ohio	$1.58M	-$33.5K	2	0.17%	Reduced
2111	CAM Cobblestone Asset Management Richmond, Virginia	$1.58M	$0	1	0.66%	Maintained
2112	Madison Asset Management Madison, Wisconsin	$1.58M	-$1.33M	2	0.02%	Reduced
2113	FGC First Growth Capital Pikesville, Maryland	$1.58M	+$676K	2	1.2%	Increased
2114	PW Potentia Wealth San Jose, California	$1.57M	-$270K	1	0.64%	Reduced
2115	BONH Bank of New Hampshire Laconia, New Hampshire	$1.57M	+$16.9K	3	0.33%	Increased
2116	PWM Pines Wealth Management Southern Pines, North Carolina	$1.57M	-$240K	2	0.45%	Reduced
2117	NSIM North Star Investment Management Chicago, Illinois	$1.57M	+$54.3K	5	0.09%	Increased
2118	NWA Navis Wealth Advisors Rye Brook, New York	$1.57M	+$992K	1	0.59%	Increased
2119	MCM Manchester Capital Management Manchester, Vermont	$1.57M	+$7.36K	7	0.2%	Increased
2120	North Star Asset Management Neenah, Wisconsin	$1.57M	-$24.1K	2	0.06%	Reduced
2121	CCMI Creative Capital Management Investments San Diego, California	$1.56M	+$22.4K	7	0.36%	Increased
2122	LA LexAurum Advisors Overland Park, Kansas	$1.56M	+$18.2K	1	0.18%	Increased
2123	EWL Emissary Wealth LLC Hackensack, New Jersey	$1.55M	+$1.76M	1	1.18%	New
2124	SRC Shufro Rose & Co New York	$1.55M	-$421K	2	0.09%	Reduced
2125	MLM Mount Lucas Management Newtown, Pennsylvania	$1.55M	+$58.8K	1	0.55%	Increased