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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	MAM Marquette Asset Management Minneapolis, Minnesota	$244K	$0	1	0.11%	Maintained
1527	BCA Benchmark Capital Advisors New York	$243K	-$25.2K	1	0.2%	Reduced
1528	ACM Alpha Capital Management Austin, Texas	$242K	+$9.11K	1	0.22%	Increased
1529	CP Camelot Portfolios Maumee, Ohio	$242K	-$36.3K	1	0.16%	Reduced
1530	BWP BSW Wealth Partners Boulder, Colorado	$241K	+$46.4K	1	0.14%	Increased
1531	SLA Silver Lake Advisory Cottonwood Heights, Utah	$241K	+$308	1	0.22%	Increased
1532	NL NWAM LLC Mercer Island, Washington	$238K	+$97.8K	1	0.2%	Increased
1533	PL Parthenon LLC Louisville, Kentucky	$236K	-$3.88K	1	0.07%	Reduced
1534	GP GLG Partners London, United Kingdom	$235K	-$5.87M	2	0.01%	Reduced
1535	AH Achievement Holdings Chicago, Illinois	$234K	-$17M	1	0.02%	Reduced
1536	BA BKS Advisors Southfield, Michigan	$234K	-$12.9K	1	0.13%	Reduced
1537	IF Ironwood Financial Tucson, Arizona	$234K	$0	1	0.12%	Maintained
1538	RHFI Reilly Herbert Faulkner III	$233K	$0	1	0.21%	Maintained
1539	LJAC L.J. Altfest & Co New York	$232K	+$6.53K	1	0.23%	Increased
1540	PNAA Pictet North America Advisors Geneva 73, Switzerland	$232K	-$626K	1	0.06%	Reduced
1541	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$229K	-$39.3K	1	0.11%	Reduced
1542	Mariner Independent Advisor Network Overland Park, Kansas	$226K	$0	1	0.09%	Maintained
1543	SRC Shufro Rose & Co New York	$224K	$0	1	0.03%	Maintained
1544	VNA Valley National Advisers Bethlehem, Pennsylvania	$223K	+$4.92K	1	0.14%	Increased
1545	AWM AllSquare Wealth Management Albany, New York	$222K	-$29.3K	1	0.23%	Reduced
1546	BCM Bourgeon Capital Management Darien, Connecticut	$222K	$0	1	0.16%	Maintained
1547	Carson Wealth (CWM LLC) Omaha, Nebraska	$222K	+$230K	3	0.02%	New
1548	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$222K	-$468K	1	0.1%	Reduced
1549	RBF Capital San Francisco, California	$222K	$0	1	0.05%	Maintained
1550	Sit Investment Associates Minneapolis, Minnesota	$222K	-$3.05M	2	0%	Reduced