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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	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$119K	$0	2	0.03%	Maintained
1627	Gradient Investments Arden Hills, Minnesota	$117K	$0	3	0.02%	Maintained
1628	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$117K	+$117K	1	0.11%	New
1629	AOWM Alpha Omega Wealth Management Richmond, Virginia	$116K	+$118K	3	0.1%	New
1630	DOA D'Orazio & Associates Falls Church, Virginia	$115K	-$8.6K	1	0.06%	Reduced
1631	FI FCM Investments Dallas, Texas	$115K	$0	1	0.06%	Maintained
1632	GAM Gemmer Asset Management Walnut Creek, California	$114K	-$55.3K	5	0.07%	Reduced
1633	ANBT American National Bank & Trust Wichita Falls, Texas	$113K	$0	3	0.04%	Maintained
1634	RP Rowlandmiller & Partners Atlanta, Georgia	$113K	+$303	1	0.06%	Increased
1635	MCF Advisors Covington, Kentucky	$111K	+$44.9K	3	0.03%	Increased
1636	AC Alexandria Capital Arlington, Virginia	$110K	+$7.25K	2	0.03%	Increased
1637	CFA Camarda Financial Advisors Fleming Island, Florida	$110K	+$96.1K	2	0.07%	Increased
1638	Signature Estate & Investment Advisors Los Angeles, California	$109K	+$105K	1	0.02%	New
1639	TDC Thompson Davis & Co Richmond, Virginia	$105K	-$3.06K	3	0.15%	Reduced
1640	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$101K	+$98K	2	0.05%	New
1641	TIM Tortoise Investment Management White Plains, New York	$100K	-$5.04K	2	0.04%	Reduced
1642	CP Corbenic Partners Bethlehem, Pennsylvania	$98K	+$183	2	0.09%	Increased
1643	AIM Advantage Investment Management Cedar Rapids, Iowa	$97K	-$9.62K	2	0.05%	Reduced
1644	NCM Nelson Capital Management Menlo Park, California	$97K	-$11K	1	0.04%	Reduced
1645	ARGA Investment Management Stamford, Connecticut	$96K	+$96.2K	1	0.03%	New
1646	GBT Grove Bank & Trust Miami, Florida	$95K	+$94.8K	2	0.09%	New
1647	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$91K	+$84.9K	3	0.08%	New
1648	CCS Crosspoint Capital Strategies Orinda, California	$90K	-$9.92K	4	0.02%	Reduced
1649	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$88K	$0	2	0.1%	Maintained
1650	LWM Lenox Wealth Management Cincinnati, Ohio	$87K	-$32.5K	1	0.07%	Reduced