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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
1801	AOWM Alpha Omega Wealth Management Richmond, Virginia	$158K	+$4.75K	2	0.08%	Increased
1802	VCM Versant Capital Management Phoenix, Arizona	$156K	-$4.46K	7	0.09%	Reduced
1803	HRC Hoertkorn Richard Charles	$153K	$0	1	0.1%	Maintained
1804	PS Portfolio Solutions Royal Oak, Michigan	$153K	+$153K	2	0.02%	New
1805	GAM Gemmer Asset Management Walnut Creek, California	$151K	$0	6	0.07%	Maintained
1806	HS Huntington Steele Oaks, Pennsylvania	$151K	$0	1	0.05%	Maintained
1807	Penserra Capital Management Orinda, California	$151K	-$386K	1	0.02%	Reduced
1808	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$150K	+$76.9K	2	0.02%	Increased
1809	SIA SeaBridge Investment Advisors Summit, New Jersey	$150K	$0	1	0.04%	Maintained
1810	RAM Riggs Asset Management Dallas, Pennsylvania	$147K	+$17.7K	2	0.07%	Increased
1811	FI FCM Investments Dallas, Texas	$146K	$0	1	0.09%	Maintained
1812	Balentine LLC Atlanta, Georgia	$145K	+$7.37K	2	0.01%	Increased
1813	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$139K	+$3.65M	1	0.06%	New
1814	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$137K	$0	2	0.04%	Maintained
1815	VNA Valley National Advisers Bethlehem, Pennsylvania	$132K	-$101K	1	0.05%	Reduced
1816	RP Rowlandmiller & Partners Atlanta, Georgia	$130K	-$4.63K	1	0.06%	Reduced
1817	AFA Abacus FCF Advisors Orlando, Florida	$124K	+$56K	1	1.02%	Increased
1818	AC Alexandria Capital Arlington, Virginia	$124K	+$421	2	0.03%	Increased
1819	CP Corbenic Partners Bethlehem, Pennsylvania	$124K	+$238	2	0.15%	Increased
1820	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$122K	+$491	1	0.05%	Increased
1821	CHP Cable Hill Partners Portland, Oregon	$114K	-$144K	2	0.06%	Reduced
1822	BI Boulegeris Investments Sandy Springs, Georgia	$110K	+$112K	1	0.07%	New
1823	FMA FNY Managed Accounts New York	$110K	+$110K	2	0.34%	New
1824	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$109K	$0	1	0.04%	Maintained
1825	CPA Cowen Prime Advisors New York	$107K	$0	1	0.06%	Maintained