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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
1226	HA Halsey Associates New Haven, Connecticut	$1.15M	$0	2	0.25%	Maintained
1227	CWM Confluence Wealth Management Portland, Oregon	$1.14M	-$180K	1	0.66%	Reduced
1228	CAM CG Asset Management New York	$1.14M	-$13.5K	1	0.44%	Reduced
1229	Personal Capital Advisors Redwood City, California	$1.13M	+$334K	1	0.09%	Increased
1230	BWM Biltmore Wealth Management Tempe, Arizona	$1.12M	-$2.88K	1	0.95%	Reduced
1231	EP Edgestream Partners Princeton, New Jersey	$1.11M	+$281K	1	1.44%	Increased
1232	FSC Fiduciary Services Corp Savannah, Georgia	$1.1M	+$17.3K	1	0.36%	Increased
1233	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$1.1M	-$26.6K	1	0.99%	Reduced
1234	PWP Private Wealth Partners Mill Valley, California	$1.1M	-$107K	1	0.25%	Reduced
1235	CPA Capital Planning Advisors Roseville, California	$1.1M	+$47.5K	1	0.76%	Increased
1236	VIP Vantage Investment Partners Kansas City, Missouri	$1.09M	-$2.89M	1	0.48%	Reduced
1237	MAM Mastrapasqua Asset Management Nashville, Tennessee	$1.08M	-$6.24M	1	2.14%	Reduced
1238	Palisade Capital Management Fort Lee, New Jersey	$1.08M	$0	1	0.03%	Maintained
1239	AIC Atlantic Investment Company Atlanta, Georgia	$1.07M	$0	1	2.11%	Maintained
1240	Simplex Trading Chicago, Illinois	$1.07M	+$948K	3	0.12%	Increased
1241	BFIM Beese Fulmer Investment Management Canton, Ohio	$1.07M	-$79.9K	1	0.36%	Reduced
1242	SC Searle & Co Greenwich, Connecticut	$1.07M	$0	2	0.92%	Maintained
1243	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$1.06M	-$94.3K	5	0.63%	Reduced
1244	FAG Financial Advisory Group Houston, Texas	$1.06M	$0	1	0.52%	Maintained
1245	TCM Tradition Capital Management Summit, New Jersey	$1.06M	-$263K	1	0.34%	Reduced
1246	CBN Cadence Bank NA Houston, Texas	$1.06M	+$11.3K	1	0.59%	Increased
1247	WCMNY Westchester Capital Management (New York) Valhalla, New York	$1.06M	+$888K	1	0.02%	New
1248	HRIA Haberer Registered Investment Advisor Cincinnati, Ohio	$1.06M	+$41.9K	1	0.64%	Increased
1249	Shinko Asset Management Company Tokyo, Japan	$1.06M	-$335K	3	0.01%	Reduced
1250	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$1.05M	+$22.7K	1	0.7%	Increased