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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
1451	DAL David A. Lorber	$460K	+$385K	1	1.33%	New
1452	LA LVW Advisors Pittsford, New York	$456K	+$94.1K	1	0.22%	Increased
1453	HI Hudock Inc Williamsport, Pennsylvania	$455K	+$1.12K	2	0.2%	Increased
1454	HPBT High Point Bank & Trust High Point, North Carolina	$450K	-$5.68K	2	0.13%	Reduced
1455	BCM Buckhead Capital Management Atlanta, Georgia	$449K	-$62.9K	1	0.08%	Reduced
1456	AQR Arbitrage Greenwich, Connecticut	$448K	+$437K	1	0.01%	New
1457	OCG Opus Capital Group Cincinnati, Ohio	$448K	$0	1	0.07%	Maintained
1458	TT Tiedemann Trust Wilmington, Delaware	$448K	+$51.7K	1	0.04%	Increased
1459	Ballentine Partners Waltham, Massachusetts	$441K	+$17.4K	1	0.04%	Increased
1460	Modera Wealth Management Westwood, New Jersey	$438K	+$205K	2	0.17%	Increased
1461	KP Keel Point Huntsville, Alabama	$437K	+$442K	1	0.22%	New
1462	VNA VNBTrust National Association Charlottesville, Virginia	$435K	-$1.2K	1	0.21%	Reduced
1463	LCS Levin Capital Strategies New York	$434K	+$439K	1	0.01%	New
1464	DAM Doheny Asset Management Los Angeles, California	$431K	-$12K	1	0.2%	Reduced
1465	Twin Tree Management Dallas, Texas	$431K	+$237K	2	0.01%	Increased
1466	SHGA Sand Hill Global Advisors Palo Alto, California	$430K	-$7.84K	1	0.07%	Reduced
1467	KFA Kays Financial Advisory Atlanta, Georgia	$428K	+$89.8K	1	0.25%	Increased
1468	WA WFG Advisors Dallas, Texas	$428K	-$596K	5	0.12%	Reduced
1469	OC Oarsman Capital Milwaukee, Wisconsin	$426K	-$5.9K	1	0.29%	Reduced
1470	PAS Partnervest Advisory Services Santa Barbara, California	$424K	-$14.5K	1	0.22%	Reduced
1471	Miracle Mile Advisors Los Angeles, California	$423K	-$16.7K	1	0.45%	Reduced
1472	KBG Kahn Brothers Group New York	$420K	$0	1	0.07%	Maintained
1473	FIB First Interstate Bank Billings, Montana	$418K	-$60.6K	1	0.06%	Reduced
1474	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$418K	-$11.9K	1	0.27%	Reduced
1475	IT Independence Trust Franklin, Tennessee	$415K	+$35.6K	1	0.26%	Increased