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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	Cannell & Spears New York	$228K	$0	1	0.03%	Maintained
1602	PFC Phocas Financial Corp Alameda, California	$228K	$0	1	0.02%	Maintained
1603	SWM Segment Wealth Management Houston, Texas	$226K	$0	1	0.08%	Maintained
1604	GIM Greystone Investment Management Cincinnati, Ohio	$223K	$0	1	0.08%	Maintained
1605	WCM Weatherstone Capital Management Denver, Colorado	$223K	$0	1	0.2%	Maintained
1606	GBA Garrison Bradford & Associates New York	$222K	$0	1	0.22%	Maintained
1607	Miracle Mile Advisors Los Angeles, California	$222K	-$187K	1	0.15%	Reduced
1608	PBT Pictet Bank & Trust Nassau, Bahamas	$222K	+$233K	1	0.07%	New
1609	SCM Stonehearth Capital Management Danvers, Massachusetts	$222K	+$32.1K	1	0.15%	Increased
1610	AWM Affinity Wealth Management Wilmington, Delaware	$221K	$0	1	0.14%	Maintained
1611	CL CIM LLC Albany, New York	$218K	-$35.5K	1	0.1%	Reduced
1612	AIM Avity Investment Management Greenwich, Connecticut	$217K	+$228K	1	0.03%	New
1613	CHP Cable Hill Partners Portland, Oregon	$216K	+$4K	2	0.16%	Increased
1614	SSI Scott & Selber Inc Houston, Texas	$216K	$0	1	0.15%	Maintained
1615	KA Kovack Advisors Ft. Lauderdale, Florida	$213K	+$224K	1	0.15%	New
1616	FBT First Bankers Trust Louisville, Kentucky	$211K	+$17.5K	1	0.09%	Increased
1617	KAM Knightsbridge Asset Management Newport Beach, California	$211K	+$218K	1	0.11%	New
1618	KCM Karp Capital Management Sausalito, California	$210K	+$32.1K	1	0.14%	Increased
1619	IC Intersect Capital San Ramon, California	$209K	+$46.5K	1	0.18%	Increased
1620	KWMG King Wealth Management Group Naples, Florida	$209K	$0	1	0.11%	Maintained
1621	EWM Evermay Wealth Management Arlington, Virginia	$208K	$0	1	0.12%	Maintained
1622	FIG Fusion Investment Group Pittsburgh, Pennsylvania	$208K	$0	1	0.16%	Maintained
1623	Ruane, Cunniff & Goldfarb New York	$208K	$0	1	0%	Maintained
1624	SCA Sippican Capital Advisors Boston, Massachusetts	$208K	$0	1	0.21%	Maintained
1625	EIA Edgemoor Investment Advisors Bethesda, Maryland	$206K	$0	1	0.03%	Maintained