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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	MIM Merrion Investment Management Cranford, New Jersey	$347K	$0	1	0.26%	Maintained
2177	CCA Childress Capital Advisors Houston, Texas	$346K	+$12.7K	1	0.14%	Increased
2178	CIA Cascade Investment Advisors Oregon City, Oregon	$345K	$0	2	0.22%	Maintained
2179	MCM McRae Capital Management Morristown, New Jersey	$343K	-$21.4K	1	0.08%	Reduced
2180	TC TAP Consulting Kirkwood, Missouri	$343K	-$1.97K	1	0.09%	Reduced
2181	BJ Brouwer & Janachowski Mill Valley, California	$342K	+$111K	1	0.06%	Increased
2182	UAML US Asset Management LLC Pittsburgh, Pennsylvania	$342K	+$343K	3	0.33%	New
2183	ESBC E.S. Barr & Co Lexington, Kentucky	$341K	-$23.9K	1	0.02%	Reduced
2184	HAS HBW Advisory Services Simi Valley, California	$341K	+$343K	1	0.09%	New
2185	BO Bank OZK Little Rock, Arkansas	$340K	-$40.6K	1	0.15%	Reduced
2186	HCM Hall Capital Management Barrington, Rhode Island	$340K	$0	1	0.22%	Maintained
2187	AIM Axiom Investment Management New York	$339K	$0	1	0.34%	Maintained
2188	WBC West Branch Capital Amherst, Massachusetts	$339K	-$3.51K	2	0.16%	Reduced
2189	BFS Bickling Financial Services Lexington, Massachusetts	$336K	+$1.03K	1	0.17%	Increased
2190	CWM Centric Wealth Management Chicago, Illinois	$336K	$0	1	0.12%	Maintained
2191	MIM Moseley Investment Management Bradenton, Florida	$336K	-$3.61K	1	0.17%	Reduced
2192	WMP Wealth Management Partners Tucson, Arizona	$336K	-$38K	1	0.25%	Reduced
2193	SFA Semmax Financial Advisors Winston Salem, North Carolina	$335K	-$21.3K	1	0.12%	Reduced
2194	GAM Gould Asset Management Claremont, California	$334K	-$225K	1	0.1%	Reduced
2195	GG Greenwood Gearhart Fayetteville, Arkansas	$334K	+$332K	1	0.05%	New
2196	Jupiter Asset Management London, United Kingdom	$334K	-$2.72M	1	0%	Reduced
2197	KWMG King Wealth Management Group Naples, Florida	$333K	+$342	1	0.07%	Increased
2198	FFWM Future Financial Wealth Management Cincinnati, Ohio	$332K	$0	1	0.34%	Maintained
2199	KW KWB Wealth Redlands, California	$332K	+$361	1	0.06%	Increased
2200	LC Lincoln Capital Lincoln, Nebraska	$332K	$0	1	0.09%	Maintained