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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	SSI Scott & Selber Inc Houston, Texas	$244K	$0	1	0.15%	Maintained
1602	HCM Harvey Capital Management Palm Beach, Florida	$243K	$0	1	0.08%	Maintained
1603	DOA D'Orazio & Associates Falls Church, Virginia	$242K	-$9.95K	1	0.1%	Reduced
1604	Brookstone Capital Management Wheaton, Illinois	$241K	+$251K	1	0.03%	New
1605	SBA Seven Bridges Advisors New York	$241K	+$252K	1	0.21%	New
1606	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$240K	+$252K	1	0.65%	New
1607	GAAM Guinness Atkinson Asset Management Pasadena, California	$240K	-$15.8K	1	0.15%	Reduced
1608	PWP Private Wealth Partners Mill Valley, California	$240K	+$21.1K	1	0.06%	Increased
1609	E. Ohman J:or Asset Management Stockholm, Sweden	$238K	+$231K	1	0.04%	New
1610	Dodge & Cox San Francisco, California	$236K	-$44.8K	1	0%	Reduced
1611	AWM AllSquare Wealth Management Albany, New York	$234K	$0	1	0.23%	Maintained
1612	NSIM North Star Investment Management Chicago, Illinois	$233K	+$398	2	0.04%	Increased
1613	SIM SSI Investment Management Los Angeles, California	$231K	-$2.79K	1	0.02%	Reduced
1614	FNT First Nebraska Trust Lincoln, Nebraska	$230K	+$650	1	0.06%	Increased
1615	TPWA TRUE Private Wealth Advisors Salem, Oregon	$229K	-$54.2K	1	0.07%	Reduced
1616	Exencial Wealth Advisors Oklahoma City, Oklahoma	$228K	-$17.9K	1	0.1%	Reduced
1617	HS Horan Securities Cincinnati, United States	$228K	$0	1	0.31%	Maintained
1618	BCM Buckhead Capital Management Atlanta, Georgia	$227K	$0	1	0.04%	Maintained
1619	SLG Stanley-Laman Group Berwyn, Pennsylvania	$227K	$0	1	0.09%	Maintained
1620	TDC Thompson Davis & Co Richmond, Virginia	$227K	-$21.9K	2	0.4%	Reduced
1621	AOWM Alpha Omega Wealth Management Richmond, Virginia	$226K	$0	3	0.18%	Maintained
1622	KWMG King Wealth Management Group Naples, Florida	$224K	+$332	1	0.11%	Increased
1623	HT HighTower Trust Houston, Texas	$223K	$0	1	0.03%	Maintained
1624	Simplicity Solutions Minneapolis, Minnesota	$223K	+$19K	1	0.11%	Increased
1625	BW Bison Wealth Atlanta, Georgia	$220K	$0	1	0.19%	Maintained