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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	AWM Affinity Wealth Management Wilmington, Delaware	$226K	+$438	1	0.13%	Increased
1752	VFPI Vantage Financial Partners (Illinois) Arlington Heights, Illinois	$225K	+$323K	1	0.16%	New
1753	Arax Advisory Partners Denver, Colorado	$224K	+$6.79K	3	0.11%	Increased
1754	GBA Garrison Bradford & Associates New York	$224K	$0	1	0.2%	Maintained
1755	LPT Legacy Private Trust Neenah, Wisconsin	$224K	-$11.2K	1	0.03%	Reduced
1756	LPC Loeb Partners Corp New York	$224K	$0	1	0.07%	Maintained
1757	BTIS BB&T Investment Services Charlotte, North Carolina	$221K	+$140K	3	0.09%	Increased
1758	GAAM Guinness Atkinson Asset Management Pasadena, California	$221K	$0	1	0.15%	Maintained
1759	SCA Stonebridge Capital Advisors St Paul, Minnesota	$221K	$0	1	0.06%	Maintained
1760	GFPC Global Financial Private Capital Sarasota, Florida	$220K	+$218K	1	0.01%	New
1761	RWA RGT Wealth Advisors Dallas, Texas	$219K	+$210K	1	0.15%	New
1762	CFSG Community Financial Services Group Newport, Vermont	$218K	-$24.8K	1	0.1%	Reduced
1763	FC Forte Capital Rochester, New York	$216K	$0	1	0.07%	Maintained
1764	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$216K	-$27.5K	1	0%	Reduced
1765	Simon Quick Advisors Morristown, New Jersey	$215K	-$384K	1	0.13%	Reduced
1766	BMC Benin Management Corp Wilton, Connecticut	$214K	$0	1	0.1%	Maintained
1767	CC Cedar Capital Barrington, Illinois	$214K	+$212K	1	0.09%	New
1768	FWM Focused Wealth Management Newburgh, New York	$213K	-$87.5K	1	0.08%	Reduced
1769	WA WealthTrust-Arizona Scottsdale, Arizona	$213K	$0	2	0.11%	Maintained
1770	BWA Burt Wealth Advisors North Bethesda, Maryland	$211K	-$29.1K	2	0.15%	Reduced
1771	VCM Vigilant Capital Management Portland, Maine	$211K	+$28.5K	1	0.04%	Increased
1772	AP Advisors Preferred Rockville, Maryland	$210K	+$203K	1	0.11%	New
1773	PAS Partnervest Advisory Services Santa Barbara, California	$210K	-$176K	1	0.09%	Reduced
1774	Plancorp LLC Saint Louis, Missouri	$209K	-$421	1	0.06%	Reduced
1775	CCM Consolidated Capital Management Burbank, California	$208K	+$207K	1	0.32%	New