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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	JFS JD Financial Services Carlisle, Pennsylvania	$213K	+$8.38K	1	0.19%	Increased
2402	SC Solstein Capital Menlo Park, California	$213K	+$77.9K	3	0.12%	Increased
2403	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$212K	+$5.95K	2	0.06%	Increased
2404	Prime Capital Investment Advisors Overland Park, Kansas	$212K	-$480K	1	0.01%	Reduced
2405	PP Patron Partners Houston, Texas	$210K	+$1.14K	1	0.15%	Increased
2406	1CM 1492 Capital Management Milwaukee, Wisconsin	$209K	-$7.09K	1	0.11%	Reduced
2407	FUBT First United Bank & Trust Oakland, Maryland	$209K	$0	1	0.09%	Maintained
2408	GCM Gibraltar Capital Management Tulsa, Oklahoma	$209K	$0	1	0.11%	Maintained
2409	HIM Hotaling Investment Management Wayne, Pennsylvania	$209K	+$86	1	0.09%	Increased
2410	NC NewSquare Capital Newtown Square, Pennsylvania	$209K	$0	1	0.02%	Maintained
2411	Fenimore Asset Management Cobleskill, New York	$208K	$0	1	0.01%	Maintained
2412	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$208K	+$17.7K	3	0.09%	Increased
2413	JFA JNBA Financial Advisors Bloomington, Minnesota	$208K	-$2.14K	4	0.03%	Reduced
2414	Larson Financial Group St Louis, Missouri	$208K	+$24.4K	4	0.04%	Increased
2415	WCAMG Woodard & Company Asset Management Group Bermuda Run, North Carolina	$208K	$0	1	0.13%	Maintained
2416	CGH CMG Global Holdings Plano, Texas	$206K	-$293K	1	0.15%	Reduced
2417	CT Columbia Trust Portland, Oregon	$206K	+$205K	1	0.11%	New
2418	CIA Compass Ion Advisors Conshohocken, Pennsylvania	$206K	+$1.08K	1	0.07%	Increased
2419	WPA West Paces Advisors Atlanta, Georgia	$204K	+$36.8K	3	0.07%	Increased
2420	AFC AFT Forsyth & Company West Palm Beach, Florida	$203K	$0	1	0.11%	Maintained
2421	JWM Janiczek Wealth Management Denver, Colorado	$203K	+$53.8K	5	0.07%	Increased
2422	EIA Edgemoor Investment Advisors Bethesda, Maryland	$202K	$0	1	0.02%	Maintained
2423	Robertson Stephens Wealth Management San Francisco, California	$202K	-$37K	1	0.02%	Reduced
2424	TFS TrustCore Financial Services Brentwood, Tennessee	$202K	-$2K	4	0.02%	Reduced
2425	WWA WC Walker & Associates Fullerton, California	$202K	$0	1	0.11%	Maintained