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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
1526	GBA Garrison Bradford & Associates New York	$228K	-$21.7K	1	0.22%	Reduced
1527	BP BBR Partners New York	$227K	-$502K	1	0.04%	Reduced
1528	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$224K	+$214K	1	0.04%	New
1529	CCM Compass Capital Management Minneapolis, Minnesota	$224K	$0	1	0.05%	Maintained
1530	GIA GHP Investment Advisors Denver, Colorado	$223K	+$202K	1	0.07%	New
1531	ZTNA Zions Trust National Association Salt Lake City, Utah	$223K	$0	1	0.31%	Maintained
1532	WCM Windsor Capital Management Phoenix, Arizona	$221K	+$10.9K	1	0.13%	Increased
1533	FDS First Dallas Securities Dallas, Texas	$218K	$0	1	0.15%	Maintained
1534	SCM Southport Capital Management Chattanooga, Tennessee	$216K	$0	1	0.15%	Maintained
1535	IAM Impala Asset Management Palm Beach, Florida	$215K	+$204K	1	0.01%	New
1536	CPA Cowen Prime Advisors New York	$208K	-$477	2	0.08%	Reduced
1537	FAM Foothills Asset Management Scottsdale, Arizona	$208K	+$198K	1	0.17%	New
1538	HAMF Hatteras Alternative Mutual Funds Raleigh, North Carolina	$207K	+$196K	1	0.12%	New
1539	HCM Horrell Capital Management Little Rock, Arkansas	$206K	+$3.41K	3	0.1%	Increased
1540	MLL Moody Lynn & Lieberson Boston, Massachusetts	$206K	+$196K	1	0.03%	New
1541	EARNEST Partners Atlanta, Georgia	$200K	+$182K	1	0%	New
1542	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$199K	$0	1	0.28%	Maintained
1543	DOA D'Orazio & Associates Falls Church, Virginia	$159K	+$152K	1	0.14%	New
1544	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$159K	+$16.4K	1	0.09%	Increased
1545	MassMutual Private Wealth & Trust Windsor, Connecticut	$158K	+$150K	1	0.15%	New
1546	HRC Hoertkorn Richard Charles	$155K	+$148K	1	0.12%	New
1547	WA WealthTrust-Arizona Scottsdale, Arizona	$147K	-$3.4K	2	0.17%	Reduced
1548	NYLT New York Life Trust New York	$142K	-$31.5K	3	0.65%	Reduced
1549	FI FCM Investments Dallas, Texas	$137K	$0	1	0.06%	Maintained
1550	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$137K	+$11.7K	1	0.03%	Increased