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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
2401	FSCM Front Street Capital Management Missoula, Montana	$219K	+$216K	1	0.04%	New
2402	OWM Opes Wealth Management Menlo Park, California	$219K	+$216K	1	0.08%	New
2403	HFG Heron Financial Group New York	$218K	$0	1	0.12%	Maintained
2404	RFG Range Financial Group Tigard, Oregon	$218K	+$212K	1	0.16%	New
2405	APW Austin Private Wealth Austin, Texas	$217K	+$214K	1	0.05%	New
2406	BFG Barber Financial Group Lenexa, Kansas	$217K	+$215K	1	0.03%	New
2407	OWA Opal Wealth Advisors Jericho, New York	$217K	+$214K	1	0.2%	New
2408	Ethic Inc New York	$216K	+$213K	1	0.03%	New
2409	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$216K	-$1.56M	1	0.07%	Reduced
2410	WFG Wills Financial Group Richmond, Virginia	$214K	+$211K	1	0.09%	New
2411	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$213K	+$210K	1	0.1%	New
2412	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$212K	$0	1	0.1%	Maintained
2413	JFA JNBA Financial Advisors Bloomington, Minnesota	$212K	+$11.9K	4	0.03%	Increased
2414	OCM Orser Capital Management Southlake, Texas	$212K	+$211K	1	0.11%	New
2415	Trillium Asset Management Boston, Massachusetts	$212K	+$211K	1	0.01%	New
2416	FFA Freedman Financial Associates Peabody, Massachusetts	$211K	$0	1	0.16%	Maintained
2417	AMC Asset Management Corp Northbrook, Illinois	$210K	+$207K	1	0.12%	New
2418	CPSAC Chas P. Smith & Associates (CPS) Lakeland, Florida	$210K	+$209K	1	0.02%	New
2419	NWS Newport Wealth Strategies Irvine, California	$210K	-$21.5K	1	0.12%	Reduced
2420	PVH Psagot Value Holdings Tel Aviv, Israel	$209K	-$54.1M	1	0.01%	Reduced
2421	GCM Gibraltar Capital Management Tulsa, Oklahoma	$208K	+$205K	1	0.1%	New
2422	MSR Main Street Research Lakeville, Connecticut	$208K	+$205K	1	0.02%	New
2423	BOH Bank of Hawaii Honolulu, Hawaii	$207K	+$205K	1	0.01%	New
2424	CIA Compass Ion Advisors Conshohocken, Pennsylvania	$207K	+$205K	1	0.08%	New
2425	Fenimore Asset Management Cobleskill, New York	$207K	+$204K	1	0.01%	New