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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
1701	DOA D'Orazio & Associates Falls Church, Virginia	$268K	$0	1	0.1%	Maintained
1702	BWM Bernicke Wealth Management Altoona, Wisconsin	$264K	+$263K	1	0.22%	New
1703	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$263K	+$222K	2	0.02%	Increased
1704	VNA VNBTrust National Association Charlottesville, Virginia	$262K	-$40.2K	1	0.1%	Reduced
1705	Boothbay Fund Management New York	$260K	-$471K	1	0.05%	Reduced
1706	Dodge & Cox San Francisco, California	$260K	$0	1	0%	Maintained
1707	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$258K	-$11.6K	1	0.3%	Reduced
1708	AAM American Asset Management Boca Raton, Florida	$258K	+$140	1	0.16%	Increased
1709	BWM Baystate Wealth Management Boston, Massachusetts	$258K	+$71.5K	2	0.05%	Increased
1710	Braun Stacey Associates New York	$258K	-$357K	1	0.02%	Reduced
1711	FA FCG Advisors Chatham, New Jersey	$258K	+$2.67K	1	0.1%	Increased
1712	CFA Cahill Financial Advisors Edina, Minnesota	$256K	+$27.9K	1	0.15%	Increased
1713	GAM Gould Asset Management Claremont, California	$256K	+$49.8K	1	0.13%	Increased
1714	MCM Mitchell Capital Management Leawood, Kansas	$256K	+$3.05K	1	0.1%	Increased
1715	CL CIM LLC Albany, New York	$254K	+$11.2K	1	0.11%	Increased
1716	SIM SSI Investment Management Los Angeles, California	$254K	-$351	1	0.02%	Reduced
1717	UAS United Asset Strategies Garden City, New York	$254K	$0	1	0.08%	Maintained
1718	LA LVW Advisors Pittsford, New York	$252K	-$97.9K	1	0.09%	Reduced
1719	Meridian Wealth Management Lexington, Kentucky	$252K	+$250K	1	0.15%	New
1720	WCM Weatherstone Capital Management Denver, Colorado	$251K	+$9.33K	1	0.28%	Increased
1721	CWM Cedar Wealth Management Walnut Creek, California	$250K	+$8.77K	1	0.15%	Increased
1722	Global Retirement Partners San Rafael, California	$248K	-$240K	3	0.14%	Reduced
1723	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$247K	+$245K	1	0.09%	New
1724	Exencial Wealth Advisors Oklahoma City, Oklahoma	$246K	-$15.5K	1	0.11%	Reduced
1725	KLWA Kelly Lawrence W & Associates Pasadens, California	$246K	+$923	2	0.05%	Increased