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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	SEC Seven Eight Capital New York	$417K	-$814K	3	0.06%	Reduced
1602	Edgewood Management Greenwich, Connecticut	$415K	$0	1	0%	Maintained
1603	EAM Evanson Asset Management Carmel, California	$415K	+$3K	1	0.1%	Increased
1604	JFA Johanson Financial Advisors Campbell, California	$414K	+$7.25K	1	0.34%	Increased
1605	OneDigital Investment Advisors Overland Park, Kansas	$414K	+$404K	5	0.12%	New
1606	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$413K	+$472K	2	0.43%	New
1607	BCM Birmingham Capital Management Birmingham, Alabama	$411K	$0	1	0.17%	Maintained
1608	DWM Doyle Wealth Management St. Petersburg, Florida	$410K	-$34.2K	1	0.08%	Reduced
1609	PMFA Plante Moran Financial Advisors Southfield, Michigan	$408K	+$16.3K	5	0.26%	Increased
1610	E. Ohman J:or Asset Management Stockholm, Sweden	$404K	$0	1	0.04%	Maintained
1611	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$403K	-$1.4M	1	0.05%	Reduced
1612	BTIS BB&T Investment Services Charlotte, North Carolina	$402K	+$164K	4	0.1%	Increased
1613	FA FCG Advisors Chatham, New Jersey	$402K	+$119K	1	0.13%	Increased
1614	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$399K	$0	4	0.22%	Maintained
1615	CCM Canal Capital Management Richmond, Virginia	$397K	-$74.5K	1	0.25%	Reduced
1616	MC Mathes Company New York	$394K	$0	1	0.19%	Maintained
1617	CA Cornerstone Advisory Hunt Valley, Maryland	$393K	+$18.9K	1	0.13%	Increased
1618	ICM IMS Capital Management Portland, Oregon	$393K	-$270K	1	0.37%	Reduced
1619	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$391K	$0	1	0.11%	Maintained
1620	TRIM Thompson Rubinstein Investment Management Portland, Oregon	$391K	$0	1	0.14%	Maintained
1621	AIC AWM Investment Company New York	$389K	-$13.4M	1	0.07%	Reduced
1622	BFPW BOK Financial Private Wealth Denver, Colorado	$388K	$0	1	0.06%	Maintained
1623	PNAA Pictet North America Advisors Geneva 73, Switzerland	$384K	-$37.4K	1	0.06%	Reduced
1624	Braun Stacey Associates New York	$379K	+$95.2K	1	0.02%	Increased
1625	SAM Security Asset Management New York	$379K	$0	1	0.31%	Maintained