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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
1551	Gradient Investments Arden Hills, Minnesota	$136K	+$99.7K	2	0.04%	Increased
1552	EWM Elite Wealth Management Kirkland, Washington	$135K	-$1.81M	2	0.1%	Reduced
1553	PL Parkwood LLC Cleveland, Ohio	$135K	+$126K	1	0.03%	New
1554	AA Apriem Advisors Irvine, California	$124K	+$21.4K	3	0.05%	Increased
1555	HCM Highlander Capital Management Short Hills, New Jersey	$121K	$0	2	0.11%	Maintained
1556	FA Financial Advantage Columbia, Maryland	$119K	-$3.97M	1	0.1%	Reduced
1557	TDC Thompson Davis & Co Richmond, Virginia	$109K	+$107K	2	0.16%	New
1558	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$104K	-$31.5K	2	0.11%	Reduced
1559	PFA Paradigm Financial Advisors Des Peres, Missouri	$104K	+$98.9K	1	0.1%	New
1560	QCMC Quantum Capital Management (California) San Francisco, California	$104K	$0	1	0.02%	Maintained
1561	NCM Nelson Capital Management Menlo Park, California	$102K	$0	1	0.05%	Maintained
1562	DSI Daiwa SB Investments Tokyo, Japan	$98K	$0	1	0.01%	Maintained
1563	CFG CKW Financial Group Honolulu, Hawaii	$97K	+$92.5K	1	0.05%	New
1564	AC Alexandria Capital Arlington, Virginia	$93K	+$409	2	0.04%	Increased
1565	ACM Antonetti Capital Management Naples, Florida	$89K	-$66.1K	1	0.08%	Reduced
1566	GAAM Guinness Atkinson Asset Management Pasadena, California	$88K	$0	1	0.09%	Maintained
1567	CP Corbenic Partners Bethlehem, Pennsylvania	$87K	$0	1	0.08%	Maintained
1568	DCM Dean Capital Management Overland Park, Kansas	$85K	+$9.56K	1	1%	Increased
1569	VCM Vigilant Capital Management Portland, Maine	$85K	$0	1	0.02%	Maintained
1570	UFG United Fire Group Cedar Rapids, Iowa	$81K	$0	1	0.04%	Maintained
1571	CL CFS LLC Oklahoma City, Oklahoma	$78K	$0	1	0.07%	Maintained
1572	Pathstone Family Office Englewood, New Jersey	$76K	$0	1	0.17%	Maintained
1573	TIM Tortoise Investment Management White Plains, New York	$76K	-$4.98K	2	0.04%	Reduced
1574	TFMS Trust & Fiduciary Management Services Boston, Massachusetts	$75K	-$5.89K	1	0.05%	Reduced
1575	PIM Parasol Investment Management Westmont, Illinois	$69K	+$65.9K	3	0.05%	New