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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
1576	BWA Burt Wealth Advisors North Bethesda, Maryland	$171K	$0	2	0.21%	Maintained
1577	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$171K	+$1.29K	4	0.04%	Increased
1578	CHP Cable Hill Partners Portland, Oregon	$170K	-$20K	2	0.13%	Reduced
1579	PTC Petrus Trust Company Dallas, Texas	$170K	+$213K	1	0.04%	New
1580	HF Hoxton Financial Shepherdstown, West Virginia	$169K	+$17.4K	1	0.08%	Increased
1581	SHJ Sharkey, Howes & Javer Denver, Colorado	$166K	$0	1	0.13%	Maintained
1582	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$163K	-$195K	2	0.11%	Reduced
1583	SOAMC Spirit of America Management Corp Syosset, New York	$160K	-$147K	1	0.03%	Reduced
1584	WA WealthTrust-Arizona Scottsdale, Arizona	$156K	+$4.92K	2	0.1%	Increased
1585	GAM Gemmer Asset Management Walnut Creek, California	$152K	-$5.09K	5	0.1%	Reduced
1586	VCM Vigilant Capital Management Portland, Maine	$150K	+$14.7K	1	0.03%	Increased
1587	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$147K	+$141K	1	0.04%	New
1588	HSA Hussman Strategic Advisors Ellicott City, Maryland	$146K	$0	1	0.02%	Maintained
1589	TFA Transamerica Financial Advisors St. Petersburg, Florida	$138K	-$124K	5	0.01%	Reduced
1590	AWS Aris Wealth Services State College, Pennsylvania	$134K	-$304K	3	0.28%	Reduced
1591	DOA D'Orazio & Associates Falls Church, Virginia	$129K	+$8.51K	2	0.07%	Increased
1592	Brookstone Capital Management Wheaton, Illinois	$123K	+$9.23K	4	0.02%	Increased
1593	RAM Riggs Asset Management Dallas, Pennsylvania	$123K	-$1.11K	2	0.08%	Reduced
1594	IMS Index Management Solutions Philadelphia, Pennsylvania	$122K	+$16.2K	3	0.12%	Increased
1595	HRC Hoertkorn Richard Charles	$121K	$0	1	0.1%	Maintained
1596	Waverly Advisors Birmingham, Alabama	$120K	+$27.1K	2	0.08%	Increased
1597	CPA Cowen Prime Advisors New York	$117K	-$21.8K	2	0.05%	Reduced
1598	HA Harfst & Associates Sheridan, Wyoming	$116K	+$11.6K	2	0.05%	Increased
1599	Gradient Investments Arden Hills, Minnesota	$114K	$0	3	0.02%	Maintained
1600	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$111K	$0	1	0.36%	Maintained