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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
2201	HA Harbor Advisors West Palm Beach, Florida	$124K	$0	1	0.03%	Maintained
2202	KA KLCM Advisors Milwaukee, Wisconsin	$124K	$0	1	0.04%	Maintained
2203	NPP New Potomac Partners Bethesda, Maryland	$124K	-$12.2K	1	0.1%	Reduced
2204	RBF Capital San Francisco, California	$124K	-$174K	1	0.01%	Reduced
2205	FWM Filbrandt Wealth Management Middleton, Wisconsin	$122K	-$124K	2	0.1%	Reduced
2206	MWP Meridian Wealth Partners Exton, Pennsylvania	$122K	+$3.04K	1	0.06%	Increased
2207	LJHT Laurie J. Hall Trustee	$120K	+$126K	1	0.05%	New
2208	Arax Advisory Partners Denver, Colorado	$118K	+$9.27K	2	0.02%	Increased
2209	WPA West Paces Advisors Atlanta, Georgia	$118K	-$6.15K	3	0.06%	Reduced
2210	HS Horan Securities Cincinnati, United States	$115K	-$10.7K	1	0.11%	Reduced
2211	PCWA Pacific Capital Wealth Advisors Corona, California	$115K	+$121K	1	0.07%	New
2212	VIM Veritas Investment Management London, United Kingdom	$114K	-$18.3K	1	0.01%	Reduced
2213	RP Rowlandmiller & Partners Atlanta, Georgia	$114K	-$63.2K	1	0.05%	Reduced
2214	Credit Agricole Montrouge Cedex, France	$110K	+$74.1K	1	0.01%	Increased
2215	TCM Tradewinds Capital Management Bellingham, Washington	$110K	-$1.83K	2	0.03%	Reduced
2216	ONST Old North State Trust Greensboro, North Carolina	$106K	+$110K	3	0.07%	New
2217	SLF Sun Life Financial Toronto, Ontario, Canada	$103K	+$1.06K	3	0.02%	Increased
2218	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$102K	$0	3	0.06%	Maintained
2219	SWM Sugarloaf Wealth Management Duluth, Georgia	$101K	+$6.27K	2	0.04%	Increased
2220	MCA Mercer Capital Advisers Little Silver, New Jersey	$99K	-$17K	1	0.06%	Reduced
2221	CFG CKW Financial Group Honolulu, Hawaii	$98K	+$36.5K	1	0.02%	Increased
2222	RIM Rockbridge Investment Management Syracuse, New York	$97K	-$10.2K	3	0.02%	Reduced
2223	SC Solstein Capital Menlo Park, California	$95K	$0	3	0.21%	Maintained
2224	AA AlphaMark Advisors Ft. Wright, Kentucky	$92K	-$1.83K	3	0.04%	Reduced
2225	TC Trust Company Manhattan, Kansas	$92K	$0	3	0.08%	Maintained