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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	NL NWAM LLC Mercer Island, Washington	$205K	-$83.3K	1	0.08%	Reduced
1627	HCM Highlander Capital Management Short Hills, New Jersey	$204K	+$54.1K	3	0.19%	Increased
1628	AIM Advantage Investment Management Cedar Rapids, Iowa	$203K	+$101K	3	0.09%	Increased
1629	IAM Integre Asset Management New York	$203K	-$468K	1	0.06%	Reduced
1630	GIM Greystone Investment Management Cincinnati, Ohio	$201K	+$185K	1	0.09%	New
1631	F Filament Seattle, Washington	$200K	-$16.6K	1	0.09%	Reduced
1632	GBA Garrison Bradford & Associates New York	$200K	+$184K	1	0.23%	New
1633	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$200K	+$184K	1	0.08%	New
1634	RP Raiff Partners New York	$200K	+$184K	1	0.23%	New
1635	BCA Benchmark Capital Advisors New York	$198K	+$36.1K	1	0.17%	Increased
1636	AAP Ardsley Advisory Partners Stamford, Connecticut	$197K	+$188K	1	0.03%	New
1637	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$196K	$0	4	0.03%	Maintained
1638	BWA Burt Wealth Advisors North Bethesda, Maryland	$195K	-$2.49K	2	0.18%	Reduced
1639	HF Hoxton Financial Shepherdstown, West Virginia	$190K	+$111K	1	0.1%	Increased
1640	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$189K	+$62.6K	1	0.17%	Increased
1641	WA Winfield Associates Cleveland, Ohio	$187K	+$112K	3	0.13%	Increased
1642	SOAMC Spirit of America Management Corp Syosset, New York	$180K	$0	1	0.03%	Maintained
1643	WA WealthTrust-Arizona Scottsdale, Arizona	$180K	-$1.61K	2	0.11%	Reduced
1644	HA Heartland Advisors Milwaukee, Wisconsin	$176K	-$2.3M	1	0.01%	Reduced
1645	Group One Trading Chicago, Illinois	$173K	-$125K	2	0%	Reduced
1646	SHJ Sharkey, Howes & Javer Denver, Colorado	$170K	-$9.22K	1	0.12%	Reduced
1647	CIM Contravisory Investment Management Norwell, Massachusetts	$168K	+$161K	2	0.05%	New
1648	Signature Estate & Investment Advisors Los Angeles, California	$164K	+$47.8K	1	0.03%	Increased
1649	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$163K	$0	1	0.05%	Maintained
1650	SEC Seven Eight Capital New York	$160K	-$568K	1	0.07%	Reduced