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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	FB First Bancorp Damariscotta, Maine	$333K	-$3.03K	1	0.3%	Reduced
2452	MRCM M&R Capital Management Summit, New Jersey	$333K	$0	2	0.07%	Maintained
2453	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$331K	+$314K	3	0.26%	New
2454	ACM AUA Capital Management Camp Hill, Pennsylvania	$330K	$0	2	0.18%	Maintained
2455	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$330K	-$4.74K	1	0.13%	Reduced
2456	ATC Adirondack Trust Company Saratoga Springs, New York	$327K	-$10.3K	1	0.15%	Reduced
2457	FNBOSM First National Bank of South Miami South Miami, Florida	$327K	-$119K	3	0.2%	Reduced
2458	KA Kozak & Associates Highlands Ranch, Colorado	$327K	$0	3	0.21%	Maintained
2459	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$327K	+$826	1	0.15%	Increased
2460	TWM Thrive Wealth Management Audubon, Pennsylvania	$327K	-$26.1K	1	0.1%	Reduced
2461	ACA Affinity Capital Advisors Berkeley, California	$326K	$0	1	0.1%	Maintained
2462	BAM Bellevue Asset Management Bellevue, Washington	$326K	-$66.5K	4	0.2%	Reduced
2463	IA IFG Advisors St. Louis, Missouri	$326K	$0	1	0.14%	Maintained
2464	BWM BT Wealth Management Atlanta, Georgia	$324K	-$5.21K	1	0.08%	Reduced
2465	BSSFA Baron Silver Stevens Financial Advisors Boca Raton, Florida	$323K	+$95	1	0.08%	Increased
2466	Plancorp LLC Saint Louis, Missouri	$323K	+$25.5K	1	0.02%	Increased
2467	RCA Ranch Capital Advisors Sarasota, Florida	$322K	+$190	1	0.21%	Increased
2468	VAM Verity Asset Management Durham, North Carolina	$322K	-$252K	1	0.2%	Reduced
2469	EBT Enterprise Bank & Trust Lowell, Massachusetts	$321K	$0	1	0.13%	Maintained
2470	DAM Doheny Asset Management Los Angeles, California	$320K	+$8.91K	1	0.23%	Increased
2471	HIG Heritage Investment Group Pompano Beach, Florida	$318K	$0	1	0.23%	Maintained
2472	MCM Morton Capital Management Calabasas, California	$317K	-$17K	1	0.13%	Reduced
2473	BBNA Bremer Bank National Association St Paul, Minnesota	$316K	$0	1	0.05%	Maintained
2474	VNA Valley National Advisers Bethlehem, Pennsylvania	$316K	-$5.1M	3	0.06%	Reduced
2475	APG Abacus Planning Group Columbia, South Carolina	$315K	+$6.54K	1	0.08%	Increased