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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
2351	APG Abacus Planning Group Columbia, South Carolina	$246K	-$115K	1	0.08%	Reduced
2352	Plancorp LLC Saint Louis, Missouri	$246K	+$243K	1	0.02%	New
2353	Robertson Stephens Wealth Management San Francisco, California	$246K	+$243K	1	0.03%	New
2354	ADL Asset Dedication LLC San Francisco, California	$245K	+$126K	3	0.04%	Increased
2355	BFA Beacon Financial Advisory Cleveland, Ohio	$245K	+$360	1	0.13%	Increased
2356	CCG Chatham Capital Group Savannah, Georgia	$245K	$0	1	0.05%	Maintained
2357	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$245K	$0	2	0.36%	Maintained
2358	RIM Rockbridge Investment Management Syracuse, New York	$245K	+$55.3K	4	0.04%	Increased
2359	CL COWA LLC Tulsa, Oklahoma	$244K	-$18.8K	1	0.15%	Reduced
2360	FCFC First Citizens Financial Corp Mason City, Iowa	$244K	-$4.21K	1	0.18%	Reduced
2361	PP Pegasus Partners Mequon, Wisconsin	$241K	-$227K	1	0.05%	Reduced
2362	CCM Carlson Capital Management Northfield, Minnesota	$240K	+$4.71K	1	0.03%	Increased
2363	GWM Greenhouse Wealth Management Westport, Connecticut	$240K	$0	1	0.22%	Maintained
2364	Signature Estate & Investment Advisors Los Angeles, California	$240K	$0	1	0.01%	Maintained
2365	AAM Arabesque Asset Management London, United Kingdom	$239K	-$191K	1	0.1%	Reduced
2366	GAG GM Advisory Group Melville, New York	$239K	-$9.93K	1	0.02%	Reduced
2367	LWA Lenox Wealth Advisors New York	$239K	+$54K	4	0.03%	Increased
2368	PMAM Penn Mutual Asset Management Conshohocken, Pennsylvania	$239K	$0	1	0.3%	Maintained
2369	RWRC R.W. Roge & Company Bohemia, New York	$239K	$0	1	0.15%	Maintained
2370	AF Affiance Financial St. Louis Park, Minnesota	$238K	+$720	1	0.1%	Increased
2371	CM Capital Management Glen Allen, Virginia	$238K	$0	1	0.05%	Maintained
2372	LC Landaas & Company Milwaukee, Wisconsin	$237K	$0	1	0.13%	Maintained
2373	BA Bluesphere Advisors East Norriton, Pennsylvania	$236K	-$35.9K	1	0.21%	Reduced
2374	HCM Hengehold Capital Management Cincinnati, Ohio	$236K	+$1.08K	1	0.03%	Increased
2375	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$236K	$0	1	0.14%	Maintained