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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	FP FDO Partners Cambridge, Massachusetts	$200K	-$434K	1	0.09%	Reduced
1652	AIM Advantage Investment Management Cedar Rapids, Iowa	$195K	-$33.3K	3	0.07%	Reduced
1653	CIM Contravisory Investment Management Norwell, Massachusetts	$195K	+$15.2K	4	0.06%	Increased
1654	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$194K	+$1.06K	1	0.16%	Increased
1655	WA WealthTrust-Arizona Scottsdale, Arizona	$194K	-$16.9K	2	0.12%	Reduced
1656	TG TLP Group Evanston, Illinois	$191K	-$269K	2	0.2%	Reduced
1657	BCA Benchmark Capital Advisors New York	$189K	-$58.4K	1	0.14%	Reduced
1658	SOAMC Spirit of America Management Corp Syosset, New York	$183K	$0	1	0.02%	Maintained
1659	ACS Archford Capital Strategies Swansea, Illinois	$178K	-$325K	2	0.07%	Reduced
1660	VHAM Van Hulzen Asset Management El Dorado Hills, California	$175K	$0	1	0.1%	Maintained
1661	SHJ Sharkey, Howes & Javer Denver, Colorado	$173K	$0	1	0.1%	Maintained
1662	GBT Grove Bank & Trust Miami, Florida	$170K	+$66.8K	1	0.14%	Increased
1663	GAM Gemmer Asset Management Walnut Creek, California	$163K	+$28.7K	6	0.08%	Increased
1664	SC SRB Corp Boston, Massachusetts	$157K	+$14.9K	1	0.02%	Increased
1665	CPP Crow Point Partners Boston, Massachusetts	$156K	+$158K	1	0.02%	New
1666	VCM Versant Capital Management Phoenix, Arizona	$154K	+$2.58K	7	0.09%	Increased
1667	WA Winfield Associates Cleveland, Ohio	$150K	-$54.3K	3	0.09%	Reduced
1668	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$145K	+$150K	2	0.09%	New
1669	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$145K	+$33K	2	0.15%	Increased
1670	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$141K	-$9.73K	3	0.06%	Reduced
1671	HRC Hoertkorn Richard Charles	$139K	$0	1	0.11%	Maintained
1672	WP WealthPLAN Partners Omaha, Nebraska	$139K	-$144K	3	0.05%	Reduced
1673	SIA SeaBridge Investment Advisors Summit, New Jersey	$136K	-$1.88M	1	0.03%	Reduced
1674	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$135K	$0	2	0.37%	Maintained
1675	FI FCM Investments Dallas, Texas	$132K	$0	1	0.07%	Maintained