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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	HIC Harvey Investment Company Louisville, Kentucky	$203K	-$11.7K	1	0.05%	Reduced
1627	BAM Banta Asset Management Newport Beach, California	$202K	$0	1	0.46%	Maintained
1628	HCM Hollencrest Capital Management Newport Beach, California	$201K	+$211K	1	0.03%	New
1629	Pacer Advisors Malvern, Pennsylvania	$201K	$0	1	0.42%	Maintained
1630	TNB Thomasville National Bank Thomasville, Georgia	$201K	+$59.4K	1	0.07%	Increased
1631	NSIM North Star Investment Management Chicago, Illinois	$200K	+$440	2	0.04%	Increased
1632	SHJ Sharkey, Howes & Javer Denver, Colorado	$200K	$0	1	0.15%	Maintained
1633	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$196K	+$156K	4	0.04%	Increased
1634	SCA Strategic Capital Alternatives Gig Harbor, United States	$196K	$0	2	0.05%	Maintained
1635	BWA Burt Wealth Advisors North Bethesda, Maryland	$195K	$0	2	0.21%	Maintained
1636	IRS Invictus RG (Singapore) Singapore	$191K	-$150K	2	0.18%	Reduced
1637	HF Hoxton Financial Shepherdstown, West Virginia	$190K	$0	2	0.08%	Maintained
1638	GAM Gemmer Asset Management Walnut Creek, California	$178K	+$1.54K	6	0.11%	Increased
1639	VCM Vigilant Capital Management Portland, Maine	$171K	$0	1	0.03%	Maintained
1640	PO Private Ocean San Rafael, California	$168K	-$80.6K	1	0.12%	Reduced
1641	SEC Seven Eight Capital New York	$160K	+$159K	3	0.19%	Increased
1642	HSA Hussman Strategic Advisors Ellicott City, Maryland	$154K	-$47.6K	1	0.02%	Reduced
1643	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$152K	-$15.8M	1	0.56%	Reduced
1644	CCS Crosspoint Capital Strategies Orinda, California	$151K	+$106K	2	0.04%	Increased
1645	HRC Hoertkorn Richard Charles	$151K	$0	1	0.11%	Maintained
1646	WA WealthTrust-Arizona Scottsdale, Arizona	$148K	$0	2	0.09%	Maintained
1647	RAM Riggs Asset Management Dallas, Pennsylvania	$146K	+$2.89K	2	0.07%	Increased
1648	AA Apriem Advisors Irvine, California	$144K	-$2.63K	3	0.05%	Reduced
1649	Gradient Investments Arden Hills, Minnesota	$143K	-$27.7K	3	0.02%	Reduced
1650	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$139K	$0	1	0.41%	Maintained