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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	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$251K	+$148	1	0.08%	Increased
1777	B Brightworth Atlanta, Georgia	$248K	+$251K	1	0.06%	New
1778	ANB Amarillo National Bank Amarillo, Texas	$246K	+$4.29K	1	0.08%	Increased
1779	AWM AllSquare Wealth Management Albany, New York	$245K	+$247K	2	0.2%	New
1780	AB Atlas Brown Louisville, Kentucky	$245K	+$248K	1	0.05%	New
1781	H Hexavest Montreal, Quebec, Canada	$245K	$0	1	0%	Maintained
1782	Meridian Wealth Management Lexington, Kentucky	$245K	-$17.4K	1	0.16%	Reduced
1783	BWA Burt Wealth Advisors North Bethesda, Maryland	$244K	+$12.6K	2	0.16%	Increased
1784	LPC Loeb Partners Corp New York	$244K	+$11.8K	1	0.07%	Increased
1785	MFW Meristem Family Wealth Minnetonka, Minnesota	$244K	+$888	1	0.1%	Increased
1786	Cannell & Spears New York	$241K	$0	1	0.03%	Maintained
1787	CWM Cedar Wealth Management Walnut Creek, California	$241K	-$8.98K	1	0.14%	Reduced
1788	GS Girard Securities San Diego, California	$241K	+$226K	1	0.21%	New
1789	SNS Financial Group Minneapolis, Minnesota	$240K	-$7.18K	1	0.06%	Reduced
1790	EIA Edgemoor Investment Advisors Bethesda, Maryland	$237K	+$13.5K	1	0.03%	Increased
1791	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$237K	+$16.5K	2	0.21%	Increased
1792	WPA West Paces Advisors Atlanta, Georgia	$234K	+$26.9K	3	0.18%	Increased
1793	BMC Benin Management Corp Wilton, Connecticut	$233K	+$11.8K	1	0.09%	Increased
1794	HHGA Halbert Hargrove Global Advisors Long Beach, California	$233K	-$4K	1	0.06%	Reduced
1795	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$233K	$0	1	0.16%	Maintained
1796	GBA Garrison Bradford & Associates New York	$232K	$0	1	0.19%	Maintained
1797	PL Parkwood LLC Cleveland, Ohio	$231K	-$148K	1	0.03%	Reduced
1798	BIG Bellwether Investment Group Chattanooga, Tennessee	$230K	+$12.4K	1	1.08%	Increased
1799	VHAM Van Hulzen Asset Management El Dorado Hills, California	$230K	$0	1	0.08%	Maintained
1800	GAAM Guinness Atkinson Asset Management Pasadena, California	$229K	$0	1	0.14%	Maintained