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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	BI Boulegeris Investments Sandy Springs, Georgia	$312K	+$373	1	0.23%	Increased
1552	ACM Alpha Capital Management Austin, Texas	$310K	$0	1	0.22%	Maintained
1553	TWM Torch Wealth Management Cincinnati, Ohio	$310K	$0	1	0.24%	Maintained
1554	IF Ironwood Financial Tucson, Arizona	$308K	$0	1	0.15%	Maintained
1555	Letko, Brosseau & Associates Montreal, Quebec, Canada	$308K	+$312K	1	0%	New
1556	TI Telemetry Investments New York	$307K	+$284K	1	0.17%	New
1557	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$305K	-$14.3K	2	0.08%	Reduced
1558	RIA Regal Investment Advisors Kentwood, Michigan	$305K	+$214K	3	0.08%	Increased
1559	SMC Smith, Moore & Co Clayton, Missouri	$302K	+$253K	1	0.16%	New
1560	AWS Aris Wealth Services State College, Pennsylvania	$296K	+$291K	3	0.28%	New
1561	SRC Shufro Rose & Co New York	$295K	+$2.91K	1	0.03%	Increased
1562	BCM Bourgeon Capital Management Darien, Connecticut	$293K	$0	1	0.18%	Maintained
1563	LPC Loeb Partners Corp New York	$293K	$0	1	0.09%	Maintained
1564	RBF Capital San Francisco, California	$293K	$0	1	0.06%	Maintained
1565	CC Cornerstone Capital Palo Alto, California	$292K	-$17.8K	1	0.08%	Reduced
1566	TIM Tortoise Investment Management White Plains, New York	$288K	+$119K	1	0.11%	Increased
1567	GWS Glassman Wealth Services Vienna, Virginia	$284K	$0	2	0.23%	Maintained
1568	HCM Harvey Capital Management Palm Beach, Florida	$281K	$0	1	0.1%	Maintained
1569	FA FCG Advisors Chatham, New Jersey	$278K	+$6.72K	1	0.14%	Increased
1570	CFSG Community Financial Services Group Newport, Vermont	$277K	+$8.12K	2	0.13%	Increased
1571	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$275K	$0	1	0.09%	Maintained
1572	FC Forte Capital Rochester, New York	$275K	+$7.17K	1	0.12%	Increased
1573	PL Parthenon LLC Louisville, Kentucky	$274K	$0	1	0.07%	Maintained
1574	WCM Windsor Capital Management Phoenix, Arizona	$273K	+$276K	1	0.16%	New
1575	Dynamic Advisor Solutions Phoenix, Arizona	$272K	+$275K	1	0.14%	New