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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	HT HighTower Trust Houston, Texas	$259K	-$371K	1	0.03%	Reduced
1552	Carson Wealth (CWM LLC) Omaha, Nebraska	$257K	+$5.69K	3	0.03%	Increased
1553	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$257K	-$11K	5	0.03%	Reduced
1554	GCA Greenwood Capital Associates Greenwood, South Carolina	$254K	+$235K	1	0.08%	New
1555	PL Parthenon LLC Louisville, Kentucky	$254K	$0	1	0.07%	Maintained
1556	RHFI Reilly Herbert Faulkner III	$252K	$0	1	0.21%	Maintained
1557	PNAA Pictet North America Advisors Geneva 73, Switzerland	$251K	$0	1	0.06%	Maintained
1558	SCP Syntal Capital Partners Midland, Texas	$250K	+$233K	1	0.28%	Increased
1559	Chilton Capital Management Houston, Texas	$246K	-$702K	1	0.03%	Reduced
1560	TCM Traynor Capital Management Malvern, Pennsylvania	$245K	+$246K	1	0.18%	New
1561	LJHT Laurie J. Hall Trustee	$241K	-$19.2K	1	0.17%	Reduced
1562	LJAC L.J. Altfest & Co New York	$241K	-$9.5K	1	0.24%	Reduced
1563	LPC Loeb Partners Corp New York	$241K	-$96.2K	1	0.08%	Reduced
1564	AWM AllSquare Wealth Management Albany, New York	$240K	$0	1	0.24%	Maintained
1565	BCM Bourgeon Capital Management Darien, Connecticut	$240K	$0	1	0.15%	Maintained
1566	RBF Capital San Francisco, California	$240K	$0	1	0.05%	Maintained
1567	CS Credential Securities Vancouver,	$237K	+$207K	1	0.16%	Increased
1568	FNB Farmers National Bank Danville, Kentucky	$237K	+$13.4K	1	0.17%	Increased
1569	FPCP Fort Point Capital Partners San Francisco, California	$234K	+$227K	1	0.12%	New
1570	JFA Johanson Financial Advisors Campbell, California	$234K	+$226K	1	0.31%	New
1571	EMB Elefante Mark B	$232K	+$232K	1	6.23%	New
1572	SRC Shufro Rose & Co New York	$232K	-$9.62K	1	0.03%	Reduced
1573	Heritage Wealth Advisors Richmond, Virginia	$231K	+$232K	1	0.19%	New
1574	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$231K	-$9.62K	1	0.09%	Reduced
1575	RCA Rex Capital Advisors Providence, Rhode Island	$231K	-$121K	1	0.24%	Reduced