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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
2426	FUBT First United Bank & Trust Oakland, Maryland	$207K	-$15.7K	1	0.09%	Reduced
2427	HIM Hotaling Investment Management Wayne, Pennsylvania	$207K	-$14.6K	1	0.08%	Reduced
2428	UCMOK United Capital Management of KS Salina, Kansas	$207K	+$3.54K	1	0.08%	Increased
2429	WWA WC Walker & Associates Fullerton, California	$207K	+$202K	1	0.11%	New
2430	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$206K	+$203K	1	0.06%	New
2431	LWPC Legacy Wealth Partners (California) Calabasas, California	$206K	+$204K	1	0.11%	New
2432	TFS TrustCore Financial Services Brentwood, Tennessee	$206K	-$78.1K	4	0.02%	Reduced
2433	NC NewSquare Capital Newtown Square, Pennsylvania	$205K	$0	1	0.02%	Maintained
2434	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$205K	$0	1	0.06%	Maintained
2435	PP Patron Partners Houston, Texas	$205K	-$15.5K	1	0.15%	Reduced
2436	RZH Relyea Zuckerberg Hanson Stamford, Connecticut	$205K	+$203K	1	0.08%	New
2437	PP PDS Planning Dublin, Ohio	$204K	+$201K	1	0.05%	New
2438	WCAMG Woodard & Company Asset Management Group Bermuda Run, North Carolina	$204K	+$203K	1	0.12%	New
2439	CWP CFM Wealth Partners Austin, Texas	$203K	+$209K	1	0.05%	New
2440	JFS JD Financial Services Carlisle, Pennsylvania	$203K	+$200K	1	0.19%	New
2441	KM Kalos Management Alpharetta, Georgia	$203K	-$8.84K	1	0.08%	Reduced
2442	AFC AFT Forsyth & Company West Palm Beach, Florida	$202K	+$199K	1	0.11%	New
2443	EIA Edgemoor Investment Advisors Bethesda, Maryland	$201K	+$198K	1	0.02%	New
2444	SIM SSI Investment Management Los Angeles, California	$200K	+$198K	1	0.01%	New
2445	PC Permanens Capital New York	$198K	$0	2	0.04%	Maintained
2446	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$190K	+$5.19K	3	0.08%	Increased
2447	AA Addison Advisors Middlebury, Vermont	$185K	+$183K	2	0.15%	New
2448	ARMC American Research & Management Company Marion, Massachusetts	$185K	+$29.5K	2	0.04%	Increased
2449	BCA Bray Capital Advisors Naples, Florida	$184K	$0	1	0.05%	Maintained
2450	NEAM New England Asset Management Farmington, Connecticut	$184K	-$203K	2	0%	Reduced