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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
1676	BCA Benchmark Capital Advisors New York	$154K	-$11.3K	1	0.13%	Reduced
1677	VCM Versant Capital Management Phoenix, Arizona	$154K	-$3.72K	7	0.09%	Reduced
1678	SC SRB Corp Boston, Massachusetts	$148K	-$170K	1	0.02%	Reduced
1679	HRC Hoertkorn Richard Charles	$140K	$0	1	0.11%	Maintained
1680	VCM Vigilant Capital Management Portland, Maine	$140K	+$25.7K	1	0.03%	Increased
1681	GAM Gemmer Asset Management Walnut Creek, California	$138K	+$3.79K	6	0.07%	Increased
1682	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$136K	+$7.58K	2	0.43%	Increased
1683	FI FCM Investments Dallas, Texas	$133K	+$10.2K	1	0.08%	Increased
1684	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$129K	+$94.6K	2	0.02%	Increased
1685	PIM Parasol Investment Management Westmont, Illinois	$129K	+$40.7K	2	0.13%	Increased
1686	AC Alexandria Capital Arlington, Virginia	$128K	+$2.72K	3	0.02%	Increased
1687	NCM Nelson Capital Management Menlo Park, California	$126K	+$32.7K	2	0.05%	Increased
1688	RP Rowlandmiller & Partners Atlanta, Georgia	$124K	+$320	1	0.06%	Increased
1689	TIM Tortoise Investment Management White Plains, New York	$119K	+$9.53K	3	0.04%	Increased
1690	PCP Proficio Capital Partners Newton, Massachusetts	$118K	+$7.72K	4	0.07%	Increased
1691	JFA JNBA Financial Advisors Bloomington, Minnesota	$117K	-$1.6K	3	0.03%	Reduced
1692	CP Corbenic Partners Bethlehem, Pennsylvania	$115K	+$210	2	0.12%	Increased
1693	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$114K	+$31.4K	2	0.12%	Increased
1694	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$110K	+$70.2K	1	0.06%	Increased
1695	GBT Grove Bank & Trust Miami, Florida	$107K	+$5.82K	2	0.1%	Increased
1696	Chicago Partners Investment Group Chicago, Illinois	$103K	+$102K	1	0.05%	New
1697	CPA Cowen Prime Advisors New York	$101K	-$21.1K	2	0.05%	Reduced
1698	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$95K	+$704	2	0.04%	Increased
1699	JAM Jolley Asset Management Rocky Mount, North Carolina	$93K	+$44K	1	0.07%	Increased
1700	ANBT American National Bank & Trust Wichita Falls, Texas	$90K	-$30.6K	3	0.03%	Reduced