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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
1376	VI Versor Investments New York	$875K	+$318K	2	0.24%	Increased
1377	AIA Allegis Investment Advisors Idaho Falls, Idaho	$873K	-$35.4K	1	0.22%	Reduced
1378	BDO Wealth Advisors Jacksonville, Florida	$871K	+$849K	3	0.38%	New
1379	Brighton Jones LLC Seattle, Washington	$871K	+$849K	1	0.12%	New
1380	Summit Securities Group New York	$869K	+$104K	2	0.16%	Increased
1381	CPWM LLC Seattle, Washington	$868K	-$212K	1	0.2%	Reduced
1382	Crestwood Advisors Group Boston, Massachusetts	$866K	-$73.2K	2	0.07%	Reduced
1383	FP FDO Partners Cambridge, Massachusetts	$866K	+$491K	1	0.19%	Increased
1384	Flagship Harbor Advisors Boston, Massachusetts	$866K	+$48.4K	2	0.3%	Increased
1385	EP Wealth Advisors Torrance, California	$861K	+$22.1K	2	0.11%	Increased
1386	RI Ridgewood Investments Springfield, New Jersey	$861K	-$974	1	0.86%	Reduced
1387	LC LCNB Corp Lebanon, Ohio	$859K	$0	1	0.84%	Maintained
1388	Schnieders Capital Management Pasadena, California	$853K	+$35.7K	1	0.4%	Increased
1389	Farmers Trust Company Youngstown, Ohio	$850K	-$24.3K	1	0.3%	Reduced
1390	AIM Allen Investment Management New York	$844K	-$87.9K	1	0.04%	Reduced
1391	Aviance Capital Management Sarasota, Florida	$842K	-$43.9K	1	0.05%	Reduced
1392	HCR Wealth Advisors Los Angeles, California	$842K	+$52.7K	2	0.42%	Increased
1393	Cobblestone Capital Advisors Rochester, New York	$835K	-$103K	2	0.11%	Reduced
1394	MRCM M&R Capital Management Summit, New Jersey	$835K	-$13.3K	3	0.21%	Reduced
1395	FRM Fox Run Management Greenwich, Connecticut	$834K	+$284K	2	0.29%	Increased
1396	Diversified Trust Memphis, Tennessee	$832K	+$3K	2	0.07%	Increased
1397	D.L. Carlson Investment Group Concord, New Hampshire	$830K	+$808K	1	0.24%	New
1398	Parkside Financial Bank & Trust Saint Louis, Missouri	$829K	+$2.12K	6	0.34%	Increased
1399	IA Icon Advisers Greenwood Village, Colorado	$828K	-$459K	1	0.06%	Reduced
1400	Balasa Dinverno & Foltz	$826K	-$16.7K	2	0.13%	Reduced