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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
1401	GCM Glynn Capital Management Menlo Park, California	$195K	+$168K	1	0.08%	New
1402	HTA Haber Trilix Advisors Boston, Massachusetts	$189K	+$162K	1	0.02%	New
1403	SRC Stone Run Capital New York	$187K	+$188K	1	0.18%	New
1404	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$186K	+$188K	1	0.53%	New
1405	AIP Advanced Investment Partners Safety Harbor, Florida	$179K	+$157K	2	0.32%	New
1406	JIC Joel Isaacson & Co New York	$179K	+$181K	1	0.08%	New
1407	WCM Windsor Capital Management Phoenix, Arizona	$179K	+$180K	1	0.11%	New
1408	HCM Horrell Capital Management Little Rock, Arkansas	$177K	+$155K	3	0.1%	New
1409	Pathstone Family Office Englewood, New Jersey	$176K	+$180K	2	0.2%	New
1410	HI Hudock Inc Williamsport, Pennsylvania	$173K	+$174K	3	0.25%	New
1411	CCM Catapult Capital Management New York	$170K	+$147K	1	0.07%	New
1412	ZTNA Zions Trust National Association Salt Lake City, Utah	$168K	+$170K	1	0.24%	New
1413	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$149K	+$150K	1	0.11%	New
1414	CPA Cowen Prime Advisors New York	$148K	+$144K	2	0.06%	New
1415	WA WealthTrust-Arizona Scottsdale, Arizona	$142K	+$138K	2	0.19%	New
1416	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$121K	+$122K	1	0.04%	New
1417	SOAMC Spirit of America Management Corp Syosset, New York	$121K	+$122K	1	0.04%	New
1418	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$116K	+$117K	1	0.07%	New
1419	FI FCM Investments Dallas, Texas	$112K	+$113K	1	0.05%	New
1420	CW Cobiz Wealth Denver, Colorado	$110K	+$111K	2	0.03%	New
1421	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$110K	+$113K	2	0.16%	New
1422	TCM TD Capital Management Memphis, Tennessee	$106K	+$107K	1	0.03%	New
1423	HCM Highlander Capital Management Short Hills, New Jersey	$104K	+$103K	2	0.11%	New
1424	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$102K	+$103K	1	0.03%	New
1425	PMFA Plante Moran Financial Advisors Southfield, Michigan	$98K	+$98.6K	1	0.07%	New