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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
1751	WA WealthTrust-Arizona Scottsdale, Arizona	$208K	-$2.79K	2	0.12%	Reduced
1752	Plancorp LLC Saint Louis, Missouri	$206K	+$197K	1	0.06%	New
1753	SCM Shapiro Capital Management Atlanta, Georgia	$205K	-$202K	1	0.01%	Reduced
1754	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$204K	+$194K	2	0.28%	New
1755	BWM BigSur Wealth Management Miami, Florida	$203K	+$195K	1	0.27%	New
1756	SCM Stonehearth Capital Management Danvers, Massachusetts	$203K	+$195K	1	0.16%	New
1757	BW Bison Wealth Atlanta, Georgia	$201K	-$34.3K	1	0.17%	Reduced
1758	GAM Gould Asset Management Claremont, California	$201K	+$194K	1	0.1%	New
1759	AIM Acrospire Investment Management Chicago, Illinois	$199K	+$84.8K	3	0.08%	Increased
1760	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$194K	-$14.8K	1	0.16%	Reduced
1761	Fred Alger Management New York	$190K	+$126K	1	0%	Increased
1762	SHJ Sharkey, Howes & Javer Denver, Colorado	$186K	$0	1	0.11%	Maintained
1763	BWM Baystate Wealth Management Boston, Massachusetts	$183K	+$174K	1	0.04%	New
1764	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$180K	+$99.8K	3	0.14%	Increased
1765	AIM Advantage Investment Management Cedar Rapids, Iowa	$179K	-$32.5K	3	0.07%	Reduced
1766	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$179K	+$74K	3	0.05%	Increased
1767	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$179K	+$27K	2	0.11%	Increased
1768	WPA West Paces Advisors Atlanta, Georgia	$178K	+$175K	3	0.17%	New
1769	VCM Vigilant Capital Management Portland, Maine	$178K	-$43.2K	1	0.03%	Reduced
1770	OFW Omnia Family Wealth Aventura, Florida	$173K	+$171K	3	0.09%	New
1771	WA Winfield Associates Cleveland, Ohio	$173K	+$11.1K	3	0.11%	Increased
1772	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$164K	+$8.95K	2	0.17%	Increased
1773	SC SRB Corp Boston, Massachusetts	$161K	-$9.77K	1	0.02%	Reduced
1774	JFA JNBA Financial Advisors Bloomington, Minnesota	$157K	-$1.34M	4	0.04%	Reduced
1775	VCM Versant Capital Management Phoenix, Arizona	$153K	-$13.1K	7	0.09%	Reduced