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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	AF Affiance Financial St. Louis Park, Minnesota	$211K	+$195K	1	0.13%	New
2102	EWA ERTS Wealth Advisors Marquette, Michigan	$210K	$0	1	0.12%	Maintained
2103	One Capital Management Westlake Village, California	$210K	+$193K	1	0.04%	New
2104	PNAA Pictet North America Advisors Geneva 73, Switzerland	$210K	$0	1	0.03%	Maintained
2105	W Wealthquest Cincinnati, Ohio	$210K	+$4.35K	1	0.08%	Increased
2106	Accredited Investors Edina, Minnesota	$209K	-$15.4K	1	0.04%	Reduced
2107	FAM Foothills Asset Management Scottsdale, Arizona	$206K	$0	1	0.16%	Maintained
2108	ARGA Investment Management Stamford, Connecticut	$205K	-$2.32M	1	0.03%	Reduced
2109	HCM Hengehold Capital Management Cincinnati, Ohio	$203K	-$24.8K	1	0.04%	Reduced
2110	BCA Berman Capital Advisors Atlanta, Georgia	$202K	+$37.4K	6	0.06%	Increased
2111	JFM Jackson Financial Management Costa Mesa, California	$202K	+$206K	1	0.13%	New
2112	RAM Riggs Asset Management Dallas, Pennsylvania	$198K	$0	2	0.11%	Maintained
2113	GFP Gryphon Financial Partners Columbus, Ohio	$197K	+$201K	1	0.06%	New
2114	TC Trust Company Manhattan, Kansas	$194K	+$1.34K	4	0.18%	Increased
2115	MCA Mercer Capital Advisers Little Silver, New Jersey	$193K	$0	1	0.13%	Maintained
2116	UFF USA Financial Formulas Ada, Michigan	$186K	+$15K	1	0.09%	Increased
2117	AIM Advantage Investment Management Cedar Rapids, Iowa	$183K	$0	2	0.14%	Maintained
2118	HRC Hoertkorn Richard Charles	$178K	$0	1	0.12%	Maintained
2119	EI Ellevest Inc New York	$174K	+$178K	2	0.07%	New
2120	SIA SeaBridge Investment Advisors Summit, New Jersey	$174K	$0	1	0.06%	Maintained
2121	PRC Pearl River Capital Niles, Michigan	$172K	-$244K	2	1.1%	Reduced
2122	FIA FNY Investment Advisers New York	$171K	-$377K	1	0.05%	Reduced
2123	Copeland Capital Management Conshohocken, Pennsylvania	$165K	-$8.76M	1	0.01%	Reduced
2124	CIM Contravisory Investment Management Norwell, Massachusetts	$161K	+$50.4K	2	0.06%	Increased
2125	WPA West Paces Advisors Atlanta, Georgia	$160K	$0	3	0.1%	Maintained