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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	VCM Versant Capital Management Phoenix, Arizona	$150K	+$4.5K	7	0.09%	Increased
1652	FG Formula Growth Montreal, Quebec, Canada	$149K	+$108K	1	0.04%	New
1653	RAM Riggs Asset Management Dallas, Pennsylvania	$141K	$0	2	0.1%	Maintained
1654	HRC Hoertkorn Richard Charles	$137K	$0	1	0.11%	Maintained
1655	CHP Cable Hill Partners Portland, Oregon	$135K	-$26.9K	2	0.1%	Reduced
1656	CWM Cedar Wealth Management Walnut Creek, California	$129K	+$124K	1	0.09%	New
1657	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$128K	+$3.12K	2	0.04%	Increased
1658	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$125K	$0	1	0.42%	Maintained
1659	AC Alexandria Capital Arlington, Virginia	$124K	+$8.13K	2	0.02%	Increased
1660	DLHL Donald L. Hagan LLC Sarasota, Florida	$124K	+$114K	2	0.11%	New
1661	FI FCM Investments Dallas, Texas	$120K	$0	1	0.06%	Maintained
1662	RP Rowlandmiller & Partners Atlanta, Georgia	$120K	+$348	1	0.06%	Increased
1663	ANBT American National Bank & Trust Wichita Falls, Texas	$118K	$0	3	0.04%	Maintained
1664	GAM Gemmer Asset Management Walnut Creek, California	$118K	+$5.21K	6	0.07%	Increased
1665	MCF Advisors Covington, Kentucky	$116K	$0	3	0.03%	Maintained
1666	JFA JNBA Financial Advisors Bloomington, Minnesota	$113K	+$27.3K	3	0.04%	Increased
1667	VCM Vigilant Capital Management Portland, Maine	$112K	-$43.8K	1	0.02%	Reduced
1668	CPA Cowen Prime Advisors New York	$110K	-$28.3K	2	0.05%	Reduced
1669	HSA Hussman Strategic Advisors Ellicott City, Maryland	$110K	+$101K	1	0.01%	New
1670	ACM Argentus Capital Management Dallas, Texas	$109K	-$36.7K	1	0.04%	Reduced
1671	Global X Management Company New York	$108K	+$79.9K	3	0.01%	Increased
1672	TIM Tortoise Investment Management White Plains, New York	$105K	$0	2	0.04%	Maintained
1673	CP Corbenic Partners Bethlehem, Pennsylvania	$103K	+$189	2	0.1%	Increased
1674	PCP Proficio Capital Partners Newton, Massachusetts	$101K	+$67.7K	4	0.08%	Increased
1675	GBT Grove Bank & Trust Miami, Florida	$99K	$0	2	0.09%	Maintained