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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
1601	CHP Cable Hill Partners Portland, Oregon	$205K	+$193K	2	0.2%	New
1602	NSIM North Star Investment Management Chicago, Illinois	$205K	+$4.56K	2	0.04%	Increased
1603	AHS Aspiriant Holdings S3 Los Angeles, California	$203K	+$191K	1	0.08%	New
1604	AWM Affinity Wealth Management Wilmington, Delaware	$201K	+$193K	1	0.16%	New
1605	FRM Foundation Resource Management Little Rock, Arkansas	$201K	+$189K	1	0.03%	New
1606	BWA Burt Wealth Advisors North Bethesda, Maryland	$196K	+$184K	2	0.21%	New
1607	HF Hoxton Financial Shepherdstown, West Virginia	$196K	+$21.7K	2	0.08%	Increased
1608	BRWM B. Riley Wealth Management Memphis, Tennessee	$191K	+$5.31K	4	0.16%	Increased
1609	CCS Crosspoint Capital Strategies Orinda, California	$191K	+$139K	1	0.07%	Increased
1610	FNYS First New York Securities New York	$190K	+$135K	2	0.34%	Increased
1611	FBT Founders Bank & Trust Grand Rapids, Michigan	$189K	$0	2	0.1%	Maintained
1612	HSA Hussman Strategic Advisors Ellicott City, Maryland	$187K	-$15.7M	1	0.02%	Reduced
1613	VCM Vigilant Capital Management Portland, Maine	$186K	-$5.39K	1	0.04%	Reduced
1614	Twin Tree Management Dallas, Texas	$182K	+$90.2K	1	0.01%	Increased
1615	KCM Karp Capital Management Sausalito, California	$178K	+$168K	1	0.13%	New
1616	GC Globeflex Capital San Diego, California	$177K	$0	1	0.03%	Maintained
1617	GAM Gemmer Asset Management Walnut Creek, California	$174K	+$1.04K	7	0.12%	Increased
1618	WIL Winifred I. Li	$174K	-$36.3K	2	0.16%	Reduced
1619	IC Intersect Capital San Ramon, California	$173K	+$162K	2	0.14%	New
1620	TIM Tortoise Investment Management White Plains, New York	$167K	$0	1	0.07%	Maintained
1621	HRC Hoertkorn Richard Charles	$157K	$0	1	0.11%	Maintained
1622	LWM Lenox Wealth Management Cincinnati, Ohio	$153K	-$341	1	0.1%	Reduced
1623	AA Apriem Advisors Irvine, California	$146K	-$15.7K	3	0.05%	Reduced
1624	RAM Riggs Asset Management Dallas, Pennsylvania	$145K	-$8.45K	2	0.07%	Reduced
1625	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$144K	-$81.3K	1	0.41%	Reduced