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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	MIS Morningstar Investment Services Chicago, Illinois	$296K	+$311K	1	0.01%	New
1552	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$294K	$0	2	0.07%	Maintained
1553	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$293K	-$15.1K	2	0.13%	Reduced
1554	CPSAC Chas P. Smith & Associates (CPS) Lakeland, Florida	$292K	+$302K	1	0.05%	New
1555	IF Ironwood Financial Tucson, Arizona	$292K	$0	1	0.14%	Maintained
1556	ACM Alpha Capital Management Austin, Texas	$291K	-$8.8K	1	0.22%	Reduced
1557	RHFI Reilly Herbert Faulkner III	$291K	+$306K	1	0.25%	New
1558	Mariner Independent Advisor Network Overland Park, Kansas	$288K	$0	1	0.14%	Maintained
1559	SFM Signature Financial Management Norfolk, Virginia	$284K	+$300K	1	0.18%	New
1560	RIA Regal Investment Advisors Kentwood, Michigan	$283K	-$6.84K	2	0.08%	Reduced
1561	LJAC L.J. Altfest & Co New York	$282K	+$27.4K	1	0.26%	Increased
1562	SC SRB Corp Boston, Massachusetts	$282K	-$24.4K	2	0.04%	Reduced
1563	SRC Shufro Rose & Co New York	$280K	$0	1	0.03%	Maintained
1564	BCM Bourgeon Capital Management Darien, Connecticut	$277K	$0	1	0.17%	Maintained
1565	RBF Capital San Francisco, California	$277K	$0	1	0.05%	Maintained
1566	SMC Smith, Moore & Co Clayton, Missouri	$274K	+$21.9K	1	0.14%	Increased
1567	TIM Tortoise Investment Management White Plains, New York	$272K	$0	1	0.1%	Maintained
1568	VNA Valley National Advisers Bethlehem, Pennsylvania	$272K	-$40.7K	1	0.15%	Reduced
1569	NL NWAM LLC Mercer Island, Washington	$269K	+$15.3K	1	0.11%	Increased
1570	LPC Loeb Partners Corp New York	$266K	-$11.7K	1	0.08%	Reduced
1571	KA KLCM Advisors Milwaukee, Wisconsin	$265K	+$278K	1	0.07%	New
1572	Sequoia Financial Advisors Akron, Ohio	$265K	+$17.2K	1	0.11%	Increased
1573	HCM Harvey Capital Management Palm Beach, Florida	$262K	$0	1	0.09%	Maintained
1574	Destination Wealth Management Walnut Creek, California	$261K	+$275K	1	0.02%	New
1575	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$261K	$0	1	0.09%	Maintained