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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	LWM Lenox Wealth Management Cincinnati, Ohio	$111K	-$431	1	0.09%	Reduced
1602	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$109K	+$94.3K	2	0.05%	Increased
1603	FI FCM Investments Dallas, Texas	$107K	$0	1	0.05%	Maintained
1604	AssetMark Inc Concord, California	$105K	+$97.9K	3	0%	Increased
1605	RP Rowlandmiller & Partners Atlanta, Georgia	$105K	+$308	1	0.06%	Increased
1606	ANBT American National Bank & Trust Wichita Falls, Texas	$104K	-$105K	3	0.04%	Reduced
1607	DLHL Donald L. Hagan LLC Sarasota, Florida	$102K	+$114K	2	0.09%	New
1608	NCM Nelson Capital Management Menlo Park, California	$100K	$0	1	0.04%	Maintained
1609	RIM Reliant Investment Management Memphis, Tennessee	$100K	+$110K	1	0.1%	New
1610	TIM Tortoise Investment Management White Plains, New York	$98K	-$132K	1	0.04%	Reduced
1611	AIM Advantage Investment Management Cedar Rapids, Iowa	$97K	+$9.79K	2	0.06%	Increased
1612	AC Alexandria Capital Arlington, Virginia	$94K	-$7.88K	1	0.02%	Reduced
1613	TDC Thompson Davis & Co Richmond, Virginia	$94K	-$15.7K	3	0.13%	Reduced
1614	FA Financial Advantage Columbia, Maryland	$89K	$0	1	0.08%	Maintained
1615	Balentine LLC Atlanta, Georgia	$87K	+$52K	1	0.02%	Increased
1616	CCS Crosspoint Capital Strategies Orinda, California	$87K	-$38.3K	4	0.1%	Reduced
1617	CP Corbenic Partners Bethlehem, Pennsylvania	$86K	+$8.97K	2	0.08%	Increased
1618	MUS Mitsubishi UFJ Securities Tokyo, Japan	$82K	+$17.5K	2	0.58%	Increased
1619	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$81K	+$10.1K	2	0.1%	Increased
1620	NCMG NCM Capital Management Group Durham, North Carolina	$80K	$0	1	0.99%	Maintained
1621	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$78K	-$251K	1	0.01%	Reduced
1622	JFA JNBA Financial Advisors Bloomington, Minnesota	$72K	+$29.4K	3	0.03%	Increased
1623	PO Private Ocean San Rafael, California	$72K	-$68.8K	1	0.05%	Reduced
1624	Group One Trading Chicago, Illinois	$67K	-$11.1K	2	0%	Reduced
1625	New York Life Investment Management New York	$66K	$0	1	0.01%	Maintained