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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	PIM Parasol Investment Management Westmont, Illinois	$130K	+$3.98K	2	0.14%	Increased
1677	AC Alexandria Capital Arlington, Virginia	$129K	+$1.75K	3	0.02%	Increased
1678	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$127K	-$284K	2	0.04%	Reduced
1679	RP Rowlandmiller & Partners Atlanta, Georgia	$122K	+$332	1	0.06%	Increased
1680	RAM Riggs Asset Management Dallas, Pennsylvania	$117K	-$37.4K	2	0.06%	Reduced
1681	CP Corbenic Partners Bethlehem, Pennsylvania	$111K	+$217	2	0.12%	Increased
1682	PCP Proficio Capital Partners Newton, Massachusetts	$111K	-$2.67K	4	0.06%	Reduced
1683	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$109K	+$398	1	0.06%	Increased
1684	AIM Acrospire Investment Management Chicago, Illinois	$106K	+$77.3K	2	0.07%	Increased
1685	TIM Tortoise Investment Management White Plains, New York	$105K	-$12.3K	2	0.04%	Reduced
1686	MCF Advisors Covington, Kentucky	$101K	-$145K	3	0.02%	Reduced
1687	JAM Jolley Asset Management Rocky Mount, North Carolina	$99K	+$6.76K	1	0.08%	Increased
1688	CPA Cowen Prime Advisors New York	$97K	$0	2	0.04%	Maintained
1689	AP Advisors Preferred Rockville, Maryland	$96K	+$97.3K	1	0.04%	New
1690	ACM Argentus Capital Management Dallas, Texas	$91K	+$4.58K	1	0.03%	Increased
1691	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$90K	-$8.26K	3	0.04%	Reduced
1692	Group One Trading Chicago, Illinois	$90K	-$376K	2	0%	Reduced
1693	ACM Americafirst Capital Management Roseville, California	$86.9K	$0	1	0.07%	Maintained
1694	WAS WESPAC Advisors SoCal Pasadena, California	$85.6K	$0	1	0.06%	Maintained
1695	Balentine LLC Atlanta, Georgia	$84K	$0	1	0.01%	Maintained
1696	ANBT American National Bank & Trust Wichita Falls, Texas	$82K	-$7K	2	0.03%	Reduced
1697	BC Barnett & Company Chattanooga, Tennessee	$82K	+$24.7K	1	0.04%	Increased
1698	LWM Lenox Wealth Management Cincinnati, Ohio	$81K	-$531	1	0.06%	Reduced
1699	NCMG NCM Capital Management Group Durham, North Carolina	$81K	$0	1	0.98%	Maintained
1700	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$81K	$0	1	0.04%	Maintained