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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
1626	CF CNA Financial Chicago, Illinois	$142K	$0	1	0.03%	Maintained
1627	WA WealthTrust-Arizona Scottsdale, Arizona	$140K	-$150	2	0.12%	Reduced
1628	DOA D'Orazio & Associates Falls Church, Virginia	$138K	$0	1	0.09%	Maintained
1629	FI FCM Investments Dallas, Texas	$138K	$0	1	0.06%	Maintained
1630	RP Rowlandmiller & Partners Atlanta, Georgia	$136K	+$128K	1	0.07%	New
1631	LWA Lenox Wealth Advisors New York	$135K	$0	1	0.06%	Maintained
1632	AC Alexandria Capital Arlington, Virginia	$130K	+$26.9K	2	0.05%	Increased
1633	1832 Asset Management Toronto, Ontario, Canada	$127K	-$854K	1	0%	Reduced
1634	TDC Thompson Davis & Co Richmond, Virginia	$125K	-$82.5K	4	0.14%	Reduced
1635	HCM Horrell Capital Management Little Rock, Arkansas	$123K	-$24.1K	3	0.05%	Reduced
1636	NCM Nelson Capital Management Menlo Park, California	$122K	$0	1	0.05%	Maintained
1637	AIM Advantage Investment Management Cedar Rapids, Iowa	$120K	+$113K	2	0.09%	New
1638	RFA Reilly Financial Advisors La Mesa, California	$117K	+$10.4K	1	0.03%	Increased
1639	CP Corbenic Partners Bethlehem, Pennsylvania	$116K	+$44.7K	2	0.09%	Increased
1640	FA Financial Advantage Columbia, Maryland	$115K	$0	1	0.11%	Maintained
1641	Gradient Investments Arden Hills, Minnesota	$114K	+$23.7K	4	0.02%	Increased
1642	PIM Parasol Investment Management Westmont, Illinois	$111K	$0	3	0.08%	Maintained
1643	KPCM Kings Point Capital Management Great Neck, New York	$110K	+$104K	1	0.03%	New
1644	Simplex Trading Chicago, Illinois	$102K	+$102K	3	0.01%	New
1645	CFG CKW Financial Group Honolulu, Hawaii	$99K	+$341	1	0.04%	Increased
1646	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$92K	$0	1	0.1%	Maintained
1647	RIA Regal Investment Advisors Kentwood, Michigan	$90K	-$16.1K	4	0.02%	Reduced
1648	Group One Trading Chicago, Illinois	$88K	+$85K	2	0%	Increased
1649	PCM Prelude Capital Management New York	$87K	-$1.28M	2	0.01%	Reduced
1650	Waverly Advisors Birmingham, Alabama	$87K	-$33.3K	2	0.04%	Reduced