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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
1276	SLG Stanley-Laman Group Berwyn, Pennsylvania	$694K	+$472K	2	0.14%	Increased
1277	DW Domani Wealth Lancaster, Pennsylvania	$688K	+$116K	1	0.37%	Increased
1278	CTI Community Trust & Investment Versailles, Kentucky	$685K	$0	1	0.09%	Maintained
1279	GIA GHP Investment Advisors Denver, Colorado	$684K	+$71.8K	2	0.18%	Increased
1280	ARMC American Research & Management Company Marion, Massachusetts	$681K	+$220K	2	0.3%	Increased
1281	Koshinski Asset Management Decatur, Illinois	$679K	+$63.5K	1	0.43%	Increased
1282	ACM Afton Capital Management Charlotte, North Carolina	$678K	-$748K	1	2%	Reduced
1283	VHAM Van Hulzen Asset Management El Dorado Hills, California	$678K	-$947K	1	0.44%	Reduced
1284	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$676K	-$50.9K	2	0.17%	Reduced
1285	AIM Assured Investment Management New York	$672K	-$1.55M	1	0.01%	Reduced
1286	MIC Meridian Investment Counsel Lafayette, California	$671K	-$97.8K	1	0.55%	Reduced
1287	WCM Wallace Capital Management Dallas, Texas	$669K	-$406K	1	0.12%	Reduced
1288	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$668K	-$39.2K	1	0.64%	Reduced
1289	GLI Guardian Life Insurance New York	$665K	+$174K	3	0.07%	Increased
1290	CA Cornerstone Advisors Asheville, North Carolina	$664K	$0	1	0.16%	Maintained
1291	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$664K	-$255K	1	0.37%	Reduced
1292	RAM Redmond Asset Management Henrico, Virginia	$664K	$0	1	0.35%	Maintained
1293	WCF West Coast Financial Santa Barbara, California	$662K	$0	1	0.3%	Maintained
1294	ST Sabal Trust St. Petersburg, Florida	$660K	-$13.9M	1	0.09%	Reduced
1295	DBIA Dumont & Blake Investment Advisors Princeton, New Jersey	$656K	-$9.73K	1	0.35%	Reduced
1296	IH IFC Holdings Tampa, Florida	$654K	-$225K	2	0.1%	Reduced
1297	CAL Capital Advisors Ltd Shaker Heights, Ohio	$652K	$0	2	0.36%	Maintained
1298	AWW Alan W. Weber	$647K	$0	1	0.58%	Maintained
1299	BA Bard Associates Chicago, Illinois	$642K	-$12.2K	1	0.37%	Reduced
1300	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$638K	$0	1	0.42%	Maintained