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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	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$466K	-$17.1K	3	0.16%	Reduced
1627	MCM MV Capital Management Bethesda, Maryland	$466K	-$6.46K	3	0.13%	Reduced
1628	Obermeyer Wealth Partners Aspen, Colorado	$461K	-$5.92K	1	0.04%	Reduced
1629	TCM Tradition Capital Management Summit, New Jersey	$459K	$0	1	0.15%	Maintained
1630	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$458K	$0	1	0.34%	Maintained
1631	SHGA Sand Hill Global Advisors Palo Alto, California	$456K	+$109K	1	0.05%	Increased
1632	CPP Crow Point Partners Boston, Massachusetts	$453K	-$156K	1	0.07%	Reduced
1633	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$452K	+$156K	3	0.28%	Increased
1634	TW Transform Wealth Greenwood Village, Colorado	$449K	+$455K	1	0.16%	New
1635	SWM Segment Wealth Management Houston, Texas	$447K	+$229K	2	0.12%	Increased
1636	Krilogy Financial St. Louis, Missouri	$444K	+$123K	3	0.11%	Increased
1637	TPWA TRUE Private Wealth Advisors Salem, Oregon	$440K	+$21.3K	1	0.1%	Increased
1638	CCM Canal Capital Management Richmond, Virginia	$439K	-$5.11K	1	0.26%	Reduced
1639	JIC Joel Isaacson & Co New York	$436K	+$4.74K	1	0.08%	Increased
1640	CPSAC Chas P. Smith & Associates (CPS) Lakeland, Florida	$432K	$0	1	0.06%	Maintained
1641	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$432K	-$6.73K	1	0.12%	Reduced
1642	NFP Narus Financial Partners Salt Lake City, Utah	$431K	+$13.5K	1	0.38%	Increased
1643	IPAM ICICI Prudential Asset Management Mumbai, India	$429K	-$70.6K	1	2.02%	Reduced
1644	CSC Cove Street Capital El Segundo, California	$426K	+$436K	1	0.05%	New
1645	SCM Stonebridge Capital Management Los Angeles, California	$426K	$0	1	0.16%	Maintained
1646	WAS Winch Advisory Services Appleton, Wisconsin	$424K	+$19.1K	1	0.28%	Increased
1647	GD Grandfield & Dodd New York	$423K	-$5.92K	1	0.05%	Reduced
1648	IP Investment Partners New Philadelphia, Ohio	$423K	-$14.2K	1	0.36%	Reduced
1649	IHT Wealth Management Chicago, Illinois	$421K	-$140K	4	0.18%	Reduced
1650	PM Parametrica Management Wanchai, Hong Kong	$420K	-$257K	1	0.18%	Reduced