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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	SLG Stanley-Laman Group Berwyn, Pennsylvania	$235K	-$7.02M	1	0.09%	Reduced
1627	IR Invictus RG Hamilton, Bermuda	$232K	+$164K	2	0.25%	Increased
1628	AIM Advantage Investment Management Cedar Rapids, Iowa	$231K	+$12.3K	3	0.11%	Increased
1629	BCM Buckhead Capital Management Atlanta, Georgia	$230K	$0	1	0.04%	Maintained
1630	Bridgewater Associates Westport, Connecticut	$226K	-$480K	1	0%	Reduced
1631	HT HighTower Trust Houston, Texas	$225K	$0	1	0.02%	Maintained
1632	KWMG King Wealth Management Group Naples, Florida	$225K	+$224K	1	0.12%	New
1633	AOWM Alpha Omega Wealth Management Richmond, Virginia	$224K	$0	3	0.19%	Maintained
1634	Global X Management Company New York	$223K	+$104K	3	0.01%	Increased
1635	BW Bison Wealth Atlanta, Georgia	$222K	+$220K	1	0.13%	New
1636	CL CIM LLC Albany, New York	$222K	$0	1	0.11%	Maintained
1637	IAM Integre Asset Management New York	$222K	-$58.3K	1	0.08%	Reduced
1638	KA Kovack Advisors Ft. Lauderdale, Florida	$222K	+$210K	1	0.12%	New
1639	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$222K	$0	1	0.1%	Maintained
1640	PWP Private Wealth Partners Mill Valley, California	$222K	$0	1	0.05%	Maintained
1641	South Texas Money Management San Antonio, Texas	$222K	-$110K	1	0.01%	Reduced
1642	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$218K	+$2.24K	4	0.04%	Increased
1643	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$217K	+$202K	1	0.03%	New
1644	WA WealthTrust-Arizona Scottsdale, Arizona	$217K	+$15.8K	3	0.13%	Increased
1645	HCM Highlander Capital Management Short Hills, New Jersey	$216K	$0	3	0.2%	Maintained
1646	CWM Cedar Wealth Management Walnut Creek, California	$214K	+$63.3K	1	0.14%	Increased
1647	WGCA Wolf Group Capital Advisors Fairfax, Virginia	$214K	+$212K	1	0.16%	New
1648	Cannell & Spears New York	$213K	$0	1	0.03%	Maintained
1649	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$213K	$0	1	0.02%	Maintained
1650	Tiedemann Advisors New York	$213K	$0	1	0.2%	Maintained