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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
2451	TCM Tradewinds Capital Management Bellingham, Washington	$140K	$0	2	0.02%	Maintained
2452	RP Rowlandmiller & Partners Atlanta, Georgia	$138K	+$46.7K	1	0.05%	Increased
2453	Harvest Fund Management Beijing, China	$138K	-$19.6K	2	0.03%	Reduced
2454	KFA Kelleher Financial Advisors New York	$138K	+$137K	1	0.06%	New
2455	SWM Sugarloaf Wealth Management Duluth, Georgia	$138K	+$257	2	0.04%	Increased
2456	CFFP Center for Financial Planning Southfied, Michigan	$137K	-$126K	2	0.03%	Reduced
2457	RCG Rock Creek Group Washington, District of Columbia	$137K	-$98.3K	1	0.02%	Reduced
2458	AFG Albion Financial Group Salt Lake City, Utah	$133K	$0	3	0.01%	Maintained
2459	PP PrairieView Partners St. Paul, Minnesota	$133K	$0	1	0.02%	Maintained
2460	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$132K	+$90.2K	2	0.06%	Increased
2461	Simon Quick Advisors Morristown, New Jersey	$132K	+$59K	3	0.03%	Increased
2462	KIG Kowal Investment Group Brookfield, Wisconsin	$130K	+$132K	4	0.04%	New
2463	WOSD WFA of San Diego San Diego, California	$130K	+$129K	1	0.09%	New
2464	Livforsakringsbolaget Skandia Stockholm, Sweden	$126K	-$227K	1	0.01%	Reduced
2465	MCA Mercer Capital Advisers Little Silver, New Jersey	$125K	-$21.9K	1	0.07%	Reduced
2466	Bogart Wealth LLC Mclean, Virginia	$124K	$0	2	0.01%	Maintained
2467	TFA Toth Financial Advisory Leesburg, Virginia	$122K	-$821K	3	0.02%	Reduced
2468	HRC Hoertkorn Richard Charles	$117K	$0	1	0.05%	Maintained
2469	MAM McCarthy Asset Management Redwood Shores, California	$117K	+$361	2	0.09%	Increased
2470	DI Disciplined Investments Tulsa, Oklahoma	$115K	+$502	4	0.06%	Increased
2471	Storebrand Asset Management Lysaker, Norway	$114K	$0	1	0%	Maintained
2472	BMD Better Money Decisions Santa Fe, New Mexico	$113K	+$86	2	0.09%	Increased
2473	ACM Adalta Capital Management New York	$112K	$0	1	0.06%	Maintained
2474	VC Vestor Capital Chicago, Illinois	$110K	$0	1	0.01%	Maintained
2475	CH Canton Hathaway Providence, Rhode Island	$108K	+$63.5K	2	0.03%	Increased