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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	Carson Wealth (CWM LLC) Omaha, Nebraska	$384K	+$64.4K	3	0.03%	Increased
1502	SCM Stonebridge Capital Management Los Angeles, California	$384K	-$256	1	0.18%	Reduced
1503	LCS Levin Capital Strategies New York	$379K	$0	1	0.01%	Maintained
1504	LCM Logan Capital Management Newtown Square, Pennsylvania	$379K	$0	1	0.03%	Maintained
1505	Pure Financial Advisors San Diego, California	$379K	+$376K	1	0.13%	New
1506	PIA Peachtree Investment Advisors Atlanta, Georgia	$378K	$0	1	0.38%	Maintained
1507	AW ACG Wealth Atlanta, Georgia	$376K	+$59.8K	1	0.08%	Increased
1508	IP Investment Partners New Philadelphia, Ohio	$373K	+$127K	1	0.37%	Increased
1509	DRD Dennis R. Delaney	$371K	+$26.4K	1	0.79%	Increased
1510	Trexquant Investment Stamford, Connecticut	$369K	-$150K	1	0.05%	Reduced
1511	Highbridge Capital Management New York	$365K	-$2.21M	1	0.01%	Reduced
1512	FMT First Mercantile Trust Cordova, Tennessee	$363K	-$218K	1	0.05%	Reduced
1513	Nuveen Fund Advisors Chicago, Illinois	$359K	+$356K	1	0.06%	New
1514	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$356K	-$102K	1	0.22%	Reduced
1515	ID Integral Derivatives New York	$352K	-$1.62M	1	0.01%	Reduced
1516	LFR Lehman Financial Resources Media, Pennsylvania	$352K	$0	1	0.18%	Maintained
1517	VNA Valley National Advisers Bethlehem, Pennsylvania	$351K	$0	1	0.18%	Maintained
1518	Edgewood Management Greenwich, Connecticut	$349K	$0	1	0%	Maintained
1519	LC Lourd Capital Beverly Hills, California	$349K	+$3.97K	1	0.1%	Increased
1520	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$347K	+$27.5K	1	0.07%	Increased
1521	SCM Sterneck Capital Management Kansas City, Missouri	$347K	-$1.22M	1	0.23%	Reduced
1522	PAS Partnervest Advisory Services Santa Barbara, California	$345K	+$11K	1	0.17%	Increased
1523	WIA Westbourne Investment Advisors Annapolis, Maryland	$344K	+$341K	1	0.31%	New
1524	WAM Weatherly Asset Management Del Mar, California	$336K	$0	1	0.11%	Maintained
1525	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$334K	-$28.9K	4	0.34%	Reduced