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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	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$189K	-$1.27K	4	0.03%	Reduced
1602	SMC Smith, Moore & Co Clayton, Missouri	$179K	-$4.95K	1	0.09%	Reduced
1603	WI WHV Investments San Francisco, California	$179K	-$296K	1	0.01%	Reduced
1604	SHJ Sharkey, Howes & Javer Denver, Colorado	$173K	$0	1	0.12%	Maintained
1605	SOAMC Spirit of America Management Corp Syosset, New York	$173K	$0	1	0.03%	Maintained
1606	WA WealthTrust-Arizona Scottsdale, Arizona	$173K	-$2.75K	2	0.1%	Reduced
1607	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$157K	-$118K	1	0.05%	Reduced
1608	CHP Cable Hill Partners Portland, Oregon	$156K	-$31.1K	2	0.11%	Reduced
1609	VCM Vigilant Capital Management Portland, Maine	$153K	-$9.62K	1	0.03%	Reduced
1610	RFA Reilly Financial Advisors La Mesa, California	$149K	-$8.79M	1	0.03%	Reduced
1611	ACM Armbruster Capital Management Pittsford, New York	$144K	+$143K	2	0.13%	New
1612	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$144K	$0	1	0.03%	Maintained
1613	ACM Argentus Capital Management Dallas, Texas	$143K	-$313K	1	0.04%	Reduced
1614	VCM Versant Capital Management Phoenix, Arizona	$140K	+$143K	7	0.09%	New
1615	HCM Highlander Capital Management Short Hills, New Jersey	$139K	-$96.2K	3	0.13%	Reduced
1616	RAM Riggs Asset Management Dallas, Pennsylvania	$135K	$0	2	0.07%	Maintained
1617	CPA Cowen Prime Advisors New York	$133K	$0	2	0.06%	Maintained
1618	HRC Hoertkorn Richard Charles	$131K	$0	1	0.1%	Maintained
1619	MUS Mitsubishi UFJ Securities Tokyo, Japan	$127K	+$28.7K	2	0.19%	Increased
1620	TFA Transamerica Financial Advisors St. Petersburg, Florida	$127K	-$20.6K	4	0.01%	Reduced
1621	Penserra Capital Management Orinda, California	$126K	+$119K	2	0.01%	New
1622	BCA Benchmark Capital Advisors New York	$123K	-$122K	1	0.1%	Reduced
1623	CF CNA Financial Chicago, Illinois	$120K	-$59.8K	1	0.03%	Reduced
1624	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$120K	$0	1	0.38%	Maintained
1625	HA Harfst & Associates Sheridan, Wyoming	$120K	-$5.64K	2	0.05%	Reduced