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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	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$153K	$0	2	0.04%	Maintained
1827	PS Portfolio Solutions Royal Oak, Michigan	$152K	-$12K	1	0.02%	Reduced
1828	GAM Gemmer Asset Management Walnut Creek, California	$149K	-$8.76K	6	0.06%	Reduced
1829	RP Rowlandmiller & Partners Atlanta, Georgia	$143K	+$300	1	0.06%	Increased
1830	EVC Eidelman Virant Capital Saint Louis, Missouri	$138K	+$143K	1	0.08%	New
1831	Pathstone Family Office Englewood, New Jersey	$138K	+$42.9K	2	0.06%	Increased
1832	AC Alexandria Capital Arlington, Virginia	$135K	+$375	2	0.03%	Increased
1833	CHP Cable Hill Partners Portland, Oregon	$135K	+$12.1K	2	0.07%	Increased
1834	B Bridgeworth Birmingham, Alabama	$123K	$0	1	0.06%	Maintained
1835	TIM Tortoise Investment Management White Plains, New York	$120K	+$5.77K	2	0.04%	Increased
1836	CP Corbenic Partners Bethlehem, Pennsylvania	$116K	-$17.5K	2	0.16%	Reduced
1837	CPA Cowen Prime Advisors New York	$116K	$0	1	0.05%	Maintained
1838	AIM Arcadia Investment Management Kalamazoo, Michigan	$111K	+$991	3	0.04%	Increased
1839	HMS Hanseatic Management Services Albuquerque, New Mexico	$111K	+$12K	2	0.06%	Increased
1840	JAM Jolley Asset Management Rocky Mount, North Carolina	$111K	$0	1	0.08%	Maintained
1841	HCM Highlander Capital Management Short Hills, New Jersey	$108K	$0	2	0.08%	Maintained
1842	GEA Glen Eagle Advisors Kingston, New Jersey	$105K	+$15K	2	0.08%	Increased
1843	WAS WESPAC Advisors SoCal Pasadena, California	$102K	$0	1	0.07%	Maintained
1844	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$98K	$0	1	0.04%	Maintained
1845	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$97K	-$10.7K	2	0.04%	Reduced
1846	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$95K	$0	2	0.08%	Maintained
1847	FBT First Bank & Trust Brookings, South Dakota	$95K	+$34.7K	1	0.08%	Increased
1848	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$95K	-$36.4K	1	0.04%	Reduced
1849	SIM Sonora Investment Management Tucson, Arizona	$93.7K	$0	1	0.02%	Maintained
1850	ACM Armbruster Capital Management Pittsford, New York	$91K	$0	2	0.05%	Maintained