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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
1651	KCM Karp Capital Management Sausalito, California	$190K	+$8.14K	1	0.13%	Increased
1652	GAM Gemmer Asset Management Walnut Creek, California	$185K	+$325	6	0.11%	Increased
1653	Gradient Investments Arden Hills, Minnesota	$183K	+$50.9K	5	0.03%	Increased
1654	VCM Vigilant Capital Management Portland, Maine	$181K	-$8.89K	1	0.03%	Reduced
1655	BRWM B. Riley Wealth Management Memphis, Tennessee	$177K	-$23.2K	4	0.13%	Reduced
1656	PCM Parsons Capital Management Providence, Rhode Island	$174K	-$4.72M	2	0.02%	Reduced
1657	IC Intersect Capital San Ramon, California	$169K	-$1.64K	2	0.13%	Reduced
1658	HRC Hoertkorn Richard Charles	$160K	$0	1	0.12%	Maintained
1659	AA Apriem Advisors Irvine, California	$155K	+$75	3	0.05%	Increased
1660	TNB Thomasville National Bank Thomasville, Georgia	$153K	+$155K	1	0.05%	New
1661	CFG CKW Financial Group Honolulu, Hawaii	$150K	+$50.5K	2	0.06%	Increased
1662	RAM Riggs Asset Management Dallas, Pennsylvania	$150K	$0	2	0.07%	Maintained
1663	WA WealthTrust-Arizona Scottsdale, Arizona	$150K	-$864	2	0.09%	Reduced
1664	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$146K	$0	1	0.42%	Maintained
1665	SSG Summit Securities Group New York	$145K	+$62.9K	1	0.11%	Increased
1666	HCM Horrell Capital Management Little Rock, Arkansas	$144K	-$3.95K	3	0.06%	Reduced
1667	LWM Lenox Wealth Management Cincinnati, Ohio	$144K	-$12.7K	1	0.1%	Reduced
1668	DOA D'Orazio & Associates Falls Church, Virginia	$141K	$0	1	0.11%	Maintained
1669	FI FCM Investments Dallas, Texas	$141K	$0	1	0.07%	Maintained
1670	SC Saiers Capital New York	$141K	+$142K	1	0.11%	New
1671	LWA Lenox Wealth Advisors New York	$138K	$0	1	0.06%	Maintained
1672	RP Rowlandmiller & Partners Atlanta, Georgia	$137K	+$299	1	0.07%	Increased
1673	AC Alexandria Capital Arlington, Virginia	$133K	+$149	2	0.05%	Increased
1674	NCM Nelson Capital Management Menlo Park, California	$132K	+$7.84K	1	0.05%	Increased
1675	OAM Orinda Asset Management Lafayette, California	$126K	-$133K	1	0.13%	Reduced