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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
2176	CPSAC Chas P. Smith & Associates (CPS) Lakeland, Florida	$323K	-$202K	1	0.04%	Reduced
2177	SCP Silverleafe Capital Partners Germantown, Tennessee	$323K	+$328K	1	0.18%	New
2178	ASA Armstrong Shaw Associates New Canaan, Connecticut	$320K	$0	1	0.28%	Maintained
2179	Edmond de Rothschild Holding Chambesy, Switzerland	$320K	-$2.02M	2	0.01%	Reduced
2180	RFN RDA Financial Network Akron, Iowa	$319K	$0	1	0.13%	Maintained
2181	WCM WealthBridge Capital Management Westerville, Ohio	$319K	-$24.1K	1	0.21%	Reduced
2182	FFS Founders Financial Securities Towson, Maryland	$317K	+$49.2K	1	0.11%	Increased
2183	JCM JS Capital Management New York	$317K	+$321K	1	0.04%	New
2184	LJAC L.J. Altfest & Co New York	$317K	+$6.44K	1	0.08%	Increased
2185	SFG StrategIQ Financial Group Merrillville, Indiana	$316K	+$2.99K	1	0.08%	Increased
2186	GBA Garrison Bradford & Associates New York	$315K	$0	1	0.4%	Maintained
2187	SA Sicart Associates New York	$315K	-$72.1K	1	0.1%	Reduced
2188	ANB Amarillo National Bank Amarillo, Texas	$314K	$0	1	0.11%	Maintained
2189	BCM Buckhead Capital Management Atlanta, Georgia	$313K	$0	1	0.09%	Maintained
2190	FWM Fairhaven Wealth Management Oak Brook, Illinois	$312K	-$15.7K	1	0.26%	Reduced
2191	CCG Chatham Capital Group Savannah, Georgia	$311K	-$5.08K	1	0.08%	Reduced
2192	BS Bessemer Securities New York	$310K	+$316K	1	0.12%	New
2193	TCB Texas Capital Bancshares Dallas, Texas	$310K	-$5.01K	1	0.44%	Reduced
2194	TP Tranquility Partners Brentwood, Tennessee	$310K	+$298K	1	0.28%	New
2195	VNB Virginia National Bank Charlottesville, Virginia	$310K	-$29.9K	1	0.27%	Reduced
2196	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$309K	+$181	1	0.07%	Increased
2197	HS Horan Securities Cincinnati, United States	$309K	-$15K	1	0.34%	Reduced
2198	Centiva Capital New York	$307K	+$313K	2	0.02%	New
2199	EIA Edgemoor Investment Advisors Bethesda, Maryland	$307K	$0	1	0.04%	Maintained
2200	RAM Riggs Asset Management Dallas, Pennsylvania	$307K	+$6.31K	3	0.12%	Increased