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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
2151	APC Aspire Private Capital Cornelius, North Carolina	$1.5M	+$326K	2	0.31%	Increased
2152	BPMC Buckland Partners Management Co Harrison, New York	$1.5M	$0	1	0.74%	Maintained
2153	FCMC Founders Capital Management (Connecticut) East Hartford, Connecticut	$1.5M	$0	1	0.22%	Maintained
2154	CS Capital Square Chattanooga, Tennessee	$1.5M	+$35.6K	1	0.66%	Increased
2155	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$1.5M	+$24.8K	1	0.12%	Increased
2156	CFG Chapman Financial Group Kailua, Hawaii	$1.49M	+$5.75K	3	0.99%	Increased
2157	VAM Verity Asset Management Durham, North Carolina	$1.49M	-$8.2K	3	0.57%	Reduced
2158	WIP WealthCare Investment Partners Portsmouth, Rhode Island	$1.49M	+$6.74K	2	0.36%	Increased
2159	ACA American Capital Advisory Ketchum, Idaho	$1.49M	+$61.2K	5	0.54%	Increased
2160	SCM Stonehearth Capital Management Danvers, Massachusetts	$1.49M	-$290K	1	0.51%	Reduced
2161	ACP Argyle Capital Partners Los Angeles, California	$1.49M	+$389K	2	0.94%	Increased
2162	PAA Peregrine Asset Advisers Portland, Oregon	$1.49M	-$67.5K	2	0.32%	Reduced
2163	MWM Marion Wealth Management Monroeville, Pennsylvania	$1.49M	+$46.1K	1	0.3%	Increased
2164	YP YANKCOM Partnership Yankton, South Dakota	$1.49M	+$76.1K	2	0.53%	Increased
2165	WIC Wilkins Investment Counsel Boston, Massachusetts	$1.49M	-$10.6K	1	0.2%	Reduced
2166	LPT Legacy Private Trust Neenah, Wisconsin	$1.49M	-$16.5K	1	0.08%	Reduced
2167	ACG Allen Capital Group Grand Island, Nebraska	$1.49M	-$64.3K	2	0.12%	Reduced
2168	TTIC Tower Trust & Investment Company Davenport, Iowa	$1.49M	-$31.4K	2	0.9%	Reduced
2169	FC Fjell Capital Fargo, North Dakota	$1.49M	-$199K	1	1.01%	Reduced
2170	EA Enclave Advisors Austin, Texas	$1.48M	-$402K	2	0.19%	Reduced
2171	WPC White Pine Capital Bloomington, Minnesota	$1.48M	+$21.8K	1	0.35%	Increased
2172	HA Harbor Advisors West Palm Beach, Florida	$1.48M	$0	2	0.19%	Maintained
2173	Element Capital Management New York	$1.48M	-$16.3M	1	0.05%	Reduced
2174	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$1.48M	+$1.43M	1	0.39%	New
2175	WJS William John Sempolinski Easton, Massachusetts	$1.48M	+$80.3K	1	0.6%	Increased