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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	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$227K	+$75	2	0.24%	Increased
1777	Dodge & Cox San Francisco, California	$226K	-$56K	1	0%	Reduced
1778	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$225K	$0	1	0.1%	Maintained
1779	WCWM Wooster Corthell Wealth Management Glastonbury, Connecticut	$225K	+$219K	1	0.13%	New
1780	CCM Condor Capital Management Martinsville, New Jersey	$223K	$0	1	0.05%	Maintained
1781	GLA Good Life Advisors Reading, Pennsylvania	$223K	-$1.2K	1	0.1%	Reduced
1782	KLWA Kelly Lawrence W & Associates Pasadens, California	$222K	-$45.6K	1	0.04%	Reduced
1783	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$220K	+$210K	1	0.2%	New
1784	GWM GSB Wealth Management Guilford, Connecticut	$220K	-$202K	1	1%	Reduced
1785	BPB Badgley, Phelps & Bell Seattle, Washington	$219K	-$6.59K	1	0.02%	Reduced
1786	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$219K	-$97K	2	0.24%	Reduced
1787	CGA Crescent Grove Advisors Lake Forest, Illinois	$218K	+$213K	1	0.06%	New
1788	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$218K	+$974	1	0.17%	Increased
1789	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$216K	-$18.3K	1	0%	Reduced
1790	RWA RGT Wealth Advisors Dallas, Texas	$216K	+$1.43K	1	0.15%	Increased
1791	Rafferty Asset Management New York	$215K	+$210K	1	0.01%	New
1792	SWM Segment Wealth Management Houston, Texas	$215K	+$209K	1	0.06%	New
1793	WA Winfield Associates Cleveland, Ohio	$215K	+$9.9K	3	0.12%	Increased
1794	FRM Foundation Resource Management Little Rock, Arkansas	$214K	+$208K	1	0.04%	New
1795	Chilton Capital Management Houston, Texas	$212K	-$8.46K	1	0.02%	Reduced
1796	PCP Proficio Capital Partners Newton, Massachusetts	$212K	+$5.62K	5	0.09%	Increased
1797	SBWM Sunflower Bank Wealth Management Scottsdale, Arizona	$212K	-$7.12K	1	0.07%	Reduced
1798	AIP Ahrens Investment Partners Lafayette, Louisiana	$209K	+$204K	1	0.09%	New
1799	AC AFAM Capital Austin, Texas	$208K	+$202K	1	0.03%	New
1800	RHAM Round Hill Asset Management Pasadena, California	$208K	-$584K	1	0.12%	Reduced