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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	CT Columbia Trust Portland, Oregon	$213K	-$21.8K	1	0.23%	Reduced
2102	WA Winfield Associates Cleveland, Ohio	$212K	$0	1	0.13%	Maintained
2103	YMRC Yorktown Management & Research Company Forest, Virginia	$212K	-$56.5K	1	0.21%	Reduced
2104	BIA BHK Investment Advisors Birmingham, Alabama	$211K	+$61.4K	1	0.15%	Increased
2105	Navellier & Associates Reno, Nevada	$211K	+$1.04K	1	0.05%	Increased
2106	Westover Capital Advisors Wilmington, Delaware	$209K	+$240K	1	0.11%	New
2107	CFSG Community Financial Services Group Newport, Vermont	$208K	$0	1	0.07%	Maintained
2108	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$208K	$0	1	0.14%	Maintained
2109	FIM Fernwood Investment Management Quincy, Massachusetts	$207K	+$295K	1	0.13%	New
2110	Financial Advisors Network Tustin, California	$207K	$0	1	0.1%	Maintained
2111	KWMG King Wealth Management Group Naples, Florida	$206K	-$4.57K	1	0.09%	Reduced
2112	DAM Doheny Asset Management Los Angeles, California	$205K	$0	1	0.16%	Maintained
2113	SAM Seelaus Asset Management Chatham, New Jersey	$205K	-$6.69K	1	0.24%	Reduced
2114	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$204K	$0	2	0.81%	Maintained
2115	MCM Magnolia Capital Management Cold Spring, New York	$204K	-$800K	1	0.3%	Reduced
2116	Absher Wealth Management Chapel Hill, North Carolina	$203K	$0	1	0.06%	Maintained
2117	AW ACG Wealth Atlanta, Georgia	$203K	-$1.75M	1	0.04%	Reduced
2118	Chas P. Smith & Associates (CPS) Lakeland, Florida	$203K	$0	1	0.03%	Maintained
2119	PGIM Pacific Global Investment Management Glendale, California	$203K	-$288K	1	0.06%	Reduced
2120	ASA Armstrong Shaw Associates New Canaan, Connecticut	$202K	$0	1	0.26%	Maintained
2121	FAS Wealth Partners Leawood, Kansas	$202K	+$288K	1	0.04%	New
2122	FCM Firestone Capital Management Coral Gables, Florida	$201K	$0	3	0.1%	Maintained
2123	Sentinel Trust Houston, Texas	$201K	+$229K	1	0.06%	New
2124	HR Hayden Royal Charlotte, North Carolina	$201K	+$13.7K	1	0.12%	Increased
2125	Hengehold Capital Management Cincinnati, Ohio	$200K	-$263K	1	0.04%	Reduced