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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
2326	AF Affiance Financial St. Louis Park, Minnesota	$225K	$0	1	0.12%	Maintained
2327	Fenimore Asset Management Cobleskill, New York	$225K	$0	1	0.01%	Maintained
2328	FC Fulcrum Capital Seattle, Washington	$223K	$0	1	0.07%	Maintained
2329	MCA Mercer Capital Advisers Little Silver, New Jersey	$222K	$0	1	0.13%	Maintained
2330	RP Rice Partnership Honolulu, Hawaii	$222K	+$227K	1	0.12%	New
2331	ARGA Investment Management Stamford, Connecticut	$221K	-$14.3K	1	0.03%	Reduced
2332	TFCP Twin Focus Capital Partners Boston, Massachusetts	$220K	+$212K	1	0.07%	New
2333	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$219K	-$23.1K	1	0.23%	Reduced
2334	BWCS Beirne Wealth Consulting Services Shelton, Connecticut	$218K	-$59.1K	1	0.19%	Reduced
2335	AMG Advisors Management Group La Crosse, Wisconsin	$217K	+$209K	1	0.09%	New
2336	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$217K	+$208K	1	0.13%	New
2337	MWP Meridian Wealth Partners Exton, Pennsylvania	$217K	+$209K	1	0.14%	New
2338	NC NewSquare Capital Newtown Square, Pennsylvania	$217K	-$517K	3	0.04%	Reduced
2339	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$217K	-$793K	2	0.04%	Reduced
2340	RZH Relyea Zuckerberg Hanson Stamford, Connecticut	$217K	+$209K	1	0.21%	New
2341	PCAP Pratt Collard Advisory Partners Buffalo, New York	$216K	+$208K	1	0.16%	New
2342	TFF The Family Firm Bethesda, Maryland	$216K	-$3.17K	1	0.07%	Reduced
2343	KFI Key Financial Inc West Chester, Pennsylvania	$214K	+$217K	1	0.2%	New
2344	BFPW BOK Financial Private Wealth Denver, Colorado	$213K	-$34.3K	1	0.02%	Reduced
2345	JC Jacobs & Co San Francisco, California	$211K	+$203K	1	0.03%	New
2346	PCP Proficio Capital Partners Newton, Massachusetts	$211K	+$203K	1	0.06%	New
2347	BWM BigSur Wealth Management Miami, Florida	$210K	+$202K	1	0.12%	New
2348	HCM Hollencrest Capital Management Newport Beach, California	$209K	+$201K	1	0.02%	New
2349	SEEDPG S.E.E.D. Planning Group Binghamton, New York	$209K	+$213K	1	0.18%	New
2350	FFG Fortem Financial Group Palm Desert, California	$208K	$0	1	0.15%	Maintained