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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	CL CIM LLC Albany, New York	$220K	$0	1	0.1%	Maintained
1627	AWM Affinity Wealth Management Wilmington, Delaware	$215K	$0	1	0.14%	Maintained
1628	BPB Badgley, Phelps & Bell Seattle, Washington	$215K	-$28.6K	1	0.02%	Reduced
1629	KA Kovack Advisors Ft. Lauderdale, Florida	$215K	+$650	1	0.1%	Increased
1630	RT Reliance Trust Atlanta, Georgia	$214K	+$208K	1	2.23%	New
1631	South Texas Money Management San Antonio, Texas	$214K	-$6.3K	1	0.01%	Reduced
1632	MCM Mitchell Capital Management Leawood, Kansas	$213K	+$216K	1	0.08%	New
1633	HCM Highlander Capital Management Short Hills, New Jersey	$212K	$0	3	0.19%	Maintained
1634	AGM Alpine Global Management New York	$211K	+$218K	1	0.06%	New
1635	Cannell & Spears New York	$211K	$0	1	0.03%	Maintained
1636	Country Trust Bank Bloomington, Illinois	$211K	+$167K	1	0.01%	Increased
1637	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$211K	$0	1	0.02%	Maintained
1638	CWM Cedar Wealth Management Walnut Creek, California	$208K	+$9.07K	1	0.14%	Increased
1639	ACM Alpha Capital Management Austin, Texas	$207K	+$215K	1	0.15%	New
1640	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$207K	-$2.32K	4	0.03%	Reduced
1641	VCM Vigilant Capital Management Portland, Maine	$206K	+$69.9K	1	0.04%	Increased
1642	SIG Schooner Investment Group Wayne, Pennsylvania	$205K	-$222K	1	0.81%	Reduced
1643	CWM Cornerstone Wealth Management St. Peters, Missouri	$204K	+$208K	1	0.08%	New
1644	GIM Greystone Investment Management Cincinnati, Ohio	$204K	$0	1	0.1%	Maintained
1645	GBA Garrison Bradford & Associates New York	$203K	$0	1	0.19%	Maintained
1646	LPC Loeb Partners Corp New York	$203K	-$720K	1	0.07%	Reduced
1647	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$203K	-$41.4K	1	0.07%	Reduced
1648	BWA Burt Wealth Advisors North Bethesda, Maryland	$201K	$0	2	0.21%	Maintained
1649	MC Mathes Company New York	$201K	$0	1	0.11%	Maintained
1650	SLF Sun Life Financial Toronto, Ontario, Canada	$201K	-$304K	1	0.03%	Reduced