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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
1501	FDS First Dallas Securities Dallas, Texas	$203K	$0	1	0.12%	Maintained
1502	HCM Hollencrest Capital Management Newport Beach, California	$202K	+$11.5K	1	0.03%	Increased
1503	SCM Southport Capital Management Chattanooga, Tennessee	$201K	$0	1	0.13%	Maintained
1504	LD Lipe & Dalton Syracuse, New York	$200K	+$10.9K	1	0.13%	Increased
1505	WIL Winifred I. Li	$196K	-$260K	1	0.19%	Reduced
1506	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$189K	-$1.51K	2	0.15%	Reduced
1507	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$189K	-$147K	1	0.05%	Reduced
1508	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$189K	+$11.5K	2	0.04%	Increased
1509	ZTNA Zions Trust National Association Salt Lake City, Utah	$189K	-$8.16K	1	0.26%	Reduced
1510	CF CNA Financial Chicago, Illinois	$186K	$0	1	0.04%	Maintained
1511	NSIM North Star Investment Management Chicago, Illinois	$184K	-$50.3K	1	0.04%	Reduced
1512	VCM Vigilant Capital Management Portland, Maine	$176K	-$32.5K	1	0.04%	Reduced
1513	FBT Founders Bank & Trust Grand Rapids, Michigan	$174K	$0	2	0.1%	Maintained
1514	BRWM B. Riley Wealth Management Memphis, Tennessee	$170K	+$458	4	0.13%	Increased
1515	GC Globeflex Capital San Diego, California	$164K	-$18.9K	1	0.02%	Reduced
1516	HF Hoxton Financial Shepherdstown, West Virginia	$159K	+$6.35K	2	0.07%	Increased
1517	GAM Gemmer Asset Management Walnut Creek, California	$158K	-$664	7	0.11%	Reduced
1518	TIM Tortoise Investment Management White Plains, New York	$154K	-$21.8K	1	0.06%	Reduced
1519	AA Apriem Advisors Irvine, California	$149K	+$96.5K	3	0.06%	Increased
1520	PVH Psagot Value Holdings Tel Aviv, Israel	$146K	-$548K	1	0%	Reduced
1521	HRC Hoertkorn Richard Charles	$144K	$0	1	0.11%	Maintained
1522	LWM Lenox Wealth Management Cincinnati, Ohio	$141K	-$3.5K	1	0.1%	Reduced
1523	RAM Riggs Asset Management Dallas, Pennsylvania	$140K	+$143K	2	0.08%	New
1524	HCM Horrell Capital Management Little Rock, Arkansas	$136K	-$59.8K	3	0.07%	Reduced
1525	OAM Orinda Asset Management Lafayette, California	$135K	+$130K	1	0.22%	New