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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
1826	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$106K	-$80.2K	2	0.04%	Reduced
1827	TIM Tortoise Investment Management White Plains, New York	$106K	-$16.1K	2	0.03%	Reduced
1828	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$105K	-$92K	1	0.06%	Reduced
1829	AIM Arcadia Investment Management Kalamazoo, Michigan	$103K	$0	2	0.03%	Maintained
1830	JAM Jolley Asset Management Rocky Mount, North Carolina	$102K	$0	1	0.07%	Maintained
1831	HCM Highlander Capital Management Short Hills, New Jersey	$100K	-$53K	2	0.08%	Reduced
1832	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$97K	$0	2	0.08%	Maintained
1833	WAS WESPAC Advisors SoCal Pasadena, California	$95.1K	$0	1	0.06%	Maintained
1834	HMS Hanseatic Management Services Albuquerque, New Mexico	$92K	-$2.37M	2	0.05%	Reduced
1835	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$90K	$0	1	0.04%	Maintained
1836	Pathstone Family Office Englewood, New Jersey	$88K	+$87.7K	2	0.05%	New
1837	SIM Sonora Investment Management Tucson, Arizona	$86.1K	+$5.68K	1	0.02%	Increased
1838	ACM Armbruster Capital Management Pittsford, New York	$84K	$0	2	0.05%	Maintained
1839	PVH Psagot Value Holdings Tel Aviv, Israel	$83K	-$8K	1	0%	Reduced
1840	GEA Glen Eagle Advisors Kingston, New Jersey	$82.6K	$0	2	0.07%	Maintained
1841	B Bridgeworth Birmingham, Alabama	$79K	+$80.3K	1	0.04%	New
1842	PIM Parasol Investment Management Westmont, Illinois	$79K	-$69.4K	1	0.13%	Reduced
1843	ECM Engine Capital Management New York	$75K	-$336K	1	0.07%	Reduced
1844	RWG Regal Wealth Group Seal Beach, California	$69K	+$238	1	0.05%	Increased
1845	Allworth Financial Folsom, California	$62K	+$6.74K	3	0.01%	Increased
1846	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$60K	-$11.2K	4	0.05%	Reduced
1847	HA Harfst & Associates Sheridan, Wyoming	$57K	+$57.1K	1	0.02%	New
1848	FBT First Bank & Trust Brookings, South Dakota	$55K	-$4.7K	1	0.05%	Reduced
1849	RPG Risk Paradigm Group Austin, Texas	$53.2K	-$62.4K	2	0.06%	Reduced
1850	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$53K	$0	1	0.07%	Maintained