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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	AWM Affinity Wealth Management Wilmington, Delaware	$207K	+$202K	1	0.14%	New
1652	GIM Greystone Investment Management Cincinnati, Ohio	$206K	$0	1	0.09%	Maintained
1653	Simplicity Solutions Minneapolis, Minnesota	$206K	+$205K	1	0.11%	New
1654	BWA Burt Wealth Advisors North Bethesda, Maryland	$205K	-$1.22K	2	0.23%	Reduced
1655	GBA Garrison Bradford & Associates New York	$205K	$0	1	0.2%	Maintained
1656	QAM Quantres Asset Management Cayman, Cayman Islands	$205K	-$544K	1	0.13%	Reduced
1657	UAS United Asset Strategies Garden City, New York	$205K	+$194K	1	0.08%	New
1658	WA Winfield Associates Cleveland, Ohio	$205K	+$8.64K	4	0.13%	Increased
1659	GSBTD Glenview State Bank Trust Department Glenview, Illinois	$204K	+$202K	1	0.12%	New
1660	LCP Lombardia Capital Partners Pasadena, California	$204K	+$203K	1	0.01%	New
1661	MC Mathes Company New York	$203K	+$201K	1	0.12%	New
1662	GAM Gould Asset Management Claremont, California	$200K	+$198K	1	0.11%	New
1663	BRF B. Riley Financial Los Angeles, California	$197K	-$15.6K	1	0.11%	Reduced
1664	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$195K	+$1.02K	1	0.17%	Increased
1665	CIM Contravisory Investment Management Norwell, Massachusetts	$192K	+$3.14K	3	0.06%	Increased
1666	CHP Cable Hill Partners Portland, Oregon	$189K	+$45.4K	3	0.14%	Increased
1667	SOAMC Spirit of America Management Corp Syosset, New York	$185K	$0	1	0.03%	Maintained
1668	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$178K	+$155K	1	0.06%	New
1669	VHAM Van Hulzen Asset Management El Dorado Hills, California	$176K	-$142K	1	0.1%	Reduced
1670	TCM Tuttle Capital Management Riverside, Connecticut	$175K	+$166K	1	0.16%	New
1671	SHJ Sharkey, Howes & Javer Denver, Colorado	$174K	$0	1	0.11%	Maintained
1672	WP WealthPLAN Partners Omaha, Nebraska	$158K	+$325K	4	0.02%	New
1673	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$156K	+$136K	3	0.08%	Increased
1674	RAM Riggs Asset Management Dallas, Pennsylvania	$156K	+$7.58K	2	0.08%	Increased
1675	Penserra Capital Management Orinda, California	$155K	-$84M	3	0.02%	Reduced