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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
1351	HIC Holderness Investments Company Greensboro, North Carolina	$4.65M	+$37.3K	3	0.77%	Increased
1352	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$4.65M	-$91.7K	1	0.79%	Reduced
1353	NI Nuance Investments Kansas City, Missouri	$4.64M	+$5.26M	1	0.79%	New
1354	DA Dover Advisors Richmond, Virginia	$4.62M	+$180K	1	1.89%	Increased
1355	Capital Advisors Inc Tulsa, Oklahoma	$4.6M	-$235K	3	0.07%	Reduced
1356	PCS Personal CFO Solutions Chester, New Jersey	$4.6M	+$181K	4	0.66%	Increased
1357	FFS Founders Financial Securities Towson, Maryland	$4.59M	-$1.52M	3	0.24%	Reduced
1358	JWM Jeppson Wealth Management Manhattan Beach, California	$4.57M	-$194K	2	1.35%	Reduced
1359	SPH Steel Partners Holdings New York	$4.56M	-$2.71M	1	5.84%	Reduced
1360	FCCM First City Capital Management Savannah, Georgia	$4.55M	-$1.83K	3	2.22%	Reduced
1361	PPWP Premier Path Wealth Partners Madison, New Jersey	$4.55M	-$304K	3	0.52%	Reduced
1362	HIA Harvest Investment Advisors Tallahassee, Florida	$4.55M	+$68.5K	2	2.26%	Increased
1363	HFM Hartford Financial Management Hartford, Connecticut	$4.54M	+$58.7K	1	1.01%	Increased
1364	UAS United Asset Strategies Garden City, New York	$4.54M	+$838K	1	0.32%	Increased
1365	AQR Arbitrage Greenwich, Connecticut	$4.53M	+$5.98M	1	0.06%	New
1366	IP Intellectus Partners San Francisco, California	$4.53M	+$130K	3	0.78%	Increased
1367	KMWM Keudell/Morrison Wealth Management Salem, Oregon	$4.53M	-$51K	2	0.86%	Reduced
1368	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$4.53M	+$1.46M	2	0.62%	Increased
1369	FA Fiduciary Alliance Greenville, South Carolina	$4.52M	-$1.18M	2	0.31%	Reduced
1370	FHWM Fox Hill Wealth Management Dedham, Massachusetts	$4.52M	-$645K	2	1.81%	Reduced
1371	WC Westhampton Capital Winston-Salem, North Carolina	$4.52M	-$64.2K	2	1.87%	Reduced
1372	AIM Athena Investment Management Orinda, California	$4.51M	-$645K	3	2.67%	Reduced
1373	Valmark Advisers Akron, Ohio	$4.5M	+$300K	3	0.05%	Increased
1374	PEAK6 Chicago, Illinois	$4.5M	+$3.15M	6	0.01%	Increased
1375	HH Hilltop Holdings Dallas, Texas	$4.5M	-$2.06M	4	0.35%	Reduced