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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
1776	HRC Hoertkorn Richard Charles	$150K	$0	1	0.1%	Maintained
1777	MCF Advisors Covington, Kentucky	$150K	+$39.8K	3	0.03%	Increased
1778	AOWM Alpha Omega Wealth Management Richmond, Virginia	$149K	-$87K	1	0.08%	Reduced
1779	HCM Highlander Capital Management Short Hills, New Jersey	$149K	-$77.4K	3	0.13%	Reduced
1780	NEAM New England Asset Management Farmington, Connecticut	$149K	+$143K	2	0%	New
1781	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$148K	-$5.21K	3	0.07%	Reduced
1782	SIA SeaBridge Investment Advisors Summit, New Jersey	$147K	$0	1	0.04%	Maintained
1783	PIM Parasol Investment Management Westmont, Illinois	$146K	+$4.44K	2	0.15%	Increased
1784	HS Huntington Steele Oaks, Pennsylvania	$144K	+$131K	1	0.05%	New
1785	FI FCM Investments Dallas, Texas	$143K	$0	1	0.09%	Maintained
1786	GAM Gemmer Asset Management Walnut Creek, California	$142K	-$32.6K	6	0.07%	Reduced
1787	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$137K	$0	2	0.04%	Maintained
1788	Balentine LLC Atlanta, Georgia	$133K	+$40.8K	2	0.01%	Increased
1789	RP Rowlandmiller & Partners Atlanta, Georgia	$132K	+$265	1	0.06%	Increased
1790	JCM Jacobi Capital Management Pittston, Pennsylvania	$130K	-$142K	2	0.08%	Reduced
1791	RAM Riggs Asset Management Dallas, Pennsylvania	$126K	$0	2	0.06%	Maintained
1792	MUS Mitsubishi UFJ Securities Tokyo, Japan	$124K	+$80K	2	0.7%	Increased
1793	PCP Proficio Capital Partners Newton, Massachusetts	$122K	+$1.33K	4	0.05%	Increased
1794	CP Corbenic Partners Bethlehem, Pennsylvania	$121K	+$232	2	0.13%	Increased
1795	AC Alexandria Capital Arlington, Virginia	$120K	-$18.8K	2	0.03%	Reduced
1796	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$118K	+$464	1	0.05%	Increased
1797	TIM Tortoise Investment Management White Plains, New York	$118K	+$4K	3	0.04%	Increased
1798	RPG Risk Paradigm Group Austin, Texas	$114K	+$26K	1	0.13%	Increased
1799	ECM Elgethun Capital Management Sioux Falls, South Dakota	$107K	+$106K	3	0.08%	New
1800	CPA Cowen Prime Advisors New York	$105K	-$1K	1	0.06%	Reduced