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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	GAM Gemmer Asset Management Walnut Creek, California	$168K	+$164K	7	0.12%	New
1552	DOA D'Orazio & Associates Falls Church, Virginia	$164K	$0	1	0.13%	Maintained
1553	VCM Vigilant Capital Management Portland, Maine	$161K	+$72.5K	2	0.04%	Increased
1554	MassMutual Private Wealth & Trust Windsor, Connecticut	$161K	-$1.01K	1	0.09%	Reduced
1555	HRC Hoertkorn Richard Charles	$159K	$0	1	0.12%	Maintained
1556	Waverly Advisors Birmingham, Alabama	$157K	-$471K	3	0.07%	Reduced
1557	PMFA Plante Moran Financial Advisors Southfield, Michigan	$149K	-$363K	1	0.16%	Reduced
1558	SC Sophrosyne Capital New York	$143K	+$147K	1	0.13%	New
1559	DTL Dynamic Technology Lab Singapore	$141K	+$144K	1	0.08%	New
1560	FI FCM Investments Dallas, Texas	$140K	$0	1	0.06%	Maintained
1561	LWA Lenox Wealth Advisors New York	$139K	+$92.5K	1	0.08%	Increased
1562	AA Apriem Advisors Irvine, California	$126K	+$72	3	0.05%	Increased
1563	HCM Highlander Capital Management Short Hills, New Jersey	$126K	$0	2	0.12%	Maintained
1564	MCF Advisors Covington, Kentucky	$120K	+$51.7K	3	0.04%	Increased
1565	FA Financial Advantage Columbia, Maryland	$117K	-$5.67K	1	0.11%	Reduced
1566	NCM Nelson Capital Management Menlo Park, California	$116K	+$10.3K	1	0.05%	Increased
1567	CFG CKW Financial Group Honolulu, Hawaii	$102K	$0	1	0.05%	Maintained
1568	AC Alexandria Capital Arlington, Virginia	$96K	+$503	2	0.04%	Increased
1569	BRWM B. Riley Wealth Management Memphis, Tennessee	$96K	+$92.9K	3	0.07%	New
1570	Gradient Investments Arden Hills, Minnesota	$94K	-$44.1K	4	0.02%	Reduced
1571	TFMS Trust & Fiduciary Management Services Boston, Massachusetts	$94K	+$15.4K	1	0.05%	Increased
1572	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$93K	-$13K	1	0.1%	Reduced
1573	ACM Antonetti Capital Management Naples, Florida	$86K	-$5.67K	1	0.08%	Reduced
1574	CL CFS LLC Oklahoma City, Oklahoma	$80K	$0	1	0.07%	Maintained
1575	Pathstone Family Office Englewood, New Jersey	$79K	$0	1	0.21%	Maintained