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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	IFG Advisors St. Louis, Missouri	$293K	-$49K	1	0.18%	Reduced
2152	LA Latitude Advisors Vero Beach, Florida	$293K	+$270K	1	0.26%	New
2153	Select Equity Group New York	$293K	+$233K	1	0%	New
2154	GeoWealth Management Chicago, Illinois	$292K	+$293K	1	0.05%	New
2155	MHR Matthew Hamilton Rosenberg	$292K	-$23K	5	0.18%	Reduced
2156	Private Ocean San Rafael, California	$292K	+$21.7K	3	0.06%	Increased
2157	Koshinski Asset Management Decatur, Illinois	$291K	+$732	1	0.04%	Increased
2158	SIMM Stillwater Investment Management (Minnesota) Stillwater, Minnesota	$291K	+$292K	1	0.09%	New
2159	Centric Wealth Management Chicago, Illinois	$290K	+$267K	1	0.09%	New
2160	TCM Teza Capital Management Chicago, Illinois	$290K	-$881K	1	0.16%	Reduced
2161	Laird Norton Wetherby Trust Company Seattle, Washington	$287K	+$264K	1	0.03%	New
2162	MCM McRae Capital Management Morristown, New Jersey	$286K	-$9.9K	1	0.08%	Reduced
2163	MRCM M&R Capital Management Summit, New Jersey	$286K	$0	2	0.07%	Maintained
2164	PWS Precision Wealth Strategies Saint Louis, Missouri	$285K	+$276K	1	0.31%	New
2165	Slow Capital Greenbrae, California	$285K	+$10K	1	0.07%	Increased
2166	AWG Altus Wealth Group Colorado Springs, Colorado	$283K	+$270K	3	0.27%	New
2167	Cheviot Value Management Beverly Hills, California	$283K	+$18.5K	1	0.09%	Increased
2168	Miracle Mile Advisors Los Angeles, California	$282K	-$276K	1	0.02%	Reduced
2169	Strategic Blueprint Atlanta, Georgia	$282K	+$26.6K	1	0.07%	Increased
2170	ATC Adirondack Trust Company Saratoga Springs, New York	$280K	-$10.7K	1	0.17%	Reduced
2171	KWB Wealth Redlands, California	$280K	+$281K	1	0.06%	New
2172	FAM Flaharty Asset Management Clearwater, Florida	$279K	+$15.4K	1	0.07%	Increased
2173	Versant Capital Management Phoenix, Arizona	$279K	+$1.05K	8	0.11%	Increased
2174	Addison Capital Conshohocken, Pennsylvania	$278K	$0	1	0.17%	Maintained
2175	Howard Capital Management (New York) New York	$278K	$0	1	0.03%	Maintained