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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	DLG Daniel L. Goodwin	$173K	+$176K	1	0.03%	New
1552	SEC Seven Eight Capital New York	$168K	+$166K	2	0.16%	New
1553	HF Hoxton Financial Shepherdstown, West Virginia	$167K	$0	1	0.07%	Maintained
1554	GAM Gemmer Asset Management Walnut Creek, California	$166K	$0	7	0.11%	Maintained
1555	DOA D'Orazio & Associates Falls Church, Virginia	$162K	$0	1	0.12%	Maintained
1556	HRC Hoertkorn Richard Charles	$158K	$0	1	0.12%	Maintained
1557	LWM Lenox Wealth Management Cincinnati, Ohio	$158K	-$17.1K	1	0.11%	Reduced
1558	MassMutual Private Wealth & Trust Windsor, Connecticut	$157K	-$2.43K	1	0.06%	Reduced
1559	Waverly Advisors Birmingham, Alabama	$155K	$0	3	0.06%	Maintained
1560	GSC Ground Swell Capital Folly Beach, South Carolina	$153K	+$154K	5	0.3%	New
1561	FI FCM Investments Dallas, Texas	$139K	$0	1	0.06%	Maintained
1562	NCM Nelson Capital Management Menlo Park, California	$135K	+$21.1K	1	0.05%	Increased
1563	LWA Lenox Wealth Advisors New York	$134K	$0	1	0.06%	Maintained
1564	HCM Highlander Capital Management Short Hills, New Jersey	$124K	$0	2	0.11%	Maintained
1565	WA WealthTrust-Arizona Scottsdale, Arizona	$116K	-$60.1K	2	0.12%	Reduced
1566	FA Financial Advantage Columbia, Maryland	$115K	$0	1	0.11%	Maintained
1567	CFG CKW Financial Group Honolulu, Hawaii	$99K	$0	1	0.05%	Maintained
1568	PIM Parasol Investment Management Westmont, Illinois	$98K	+$26.9K	3	0.07%	Increased
1569	Gradient Investments Arden Hills, Minnesota	$92K	-$5K	3	0.02%	Reduced
1570	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$92K	$0	1	0.1%	Maintained
1571	AC Alexandria Capital Arlington, Virginia	$91K	-$3.75K	2	0.04%	Reduced
1572	SCG Strategic Capital Group Gig Harbor, Washington	$88K	-$120K	1	0.03%	Reduced
1573	ACM Antonetti Capital Management Naples, Florida	$79K	-$5.89K	1	0.06%	Reduced
1574	CL CFS LLC Oklahoma City, Oklahoma	$79K	$0	1	0.06%	Maintained
1575	CCS Crosspoint Capital Strategies Orinda, California	$74K	+$22.4K	1	0.03%	Increased