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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	SSG Summit Securities Group New York	$350K	+$334K	1	0.13%	New
1827	CQS Credential Qtrade Securities Vancouver,	$347K	+$358K	2	0.07%	New
1828	ACM AUA Capital Management Camp Hill, Pennsylvania	$341K	$0	2	0.27%	Maintained
1829	HCM Harvey Capital Management Palm Beach, Florida	$335K	$0	1	0.13%	Maintained
1830	DOA D'Orazio & Associates Falls Church, Virginia	$334K	$0	1	0.12%	Maintained
1831	NIM NuWave Investment Management Parsippany, New Jersey	$334K	-$413K	2	0.5%	Reduced
1832	Arax Advisory Partners Denver, Colorado	$333K	-$14.5K	4	0.13%	Reduced
1833	IC Intersect Capital San Ramon, California	$333K	+$13.5K	1	0.15%	Increased
1834	GSBTD Glenview State Bank Trust Department Glenview, Illinois	$331K	$0	1	0.14%	Maintained
1835	GBT Grove Bank & Trust Miami, Florida	$331K	-$7.14K	1	0.14%	Reduced
1836	Plancorp LLC Saint Louis, Missouri	$329K	-$4.62K	1	0.13%	Reduced
1837	KLWA Kelly Lawrence W & Associates Pasadens, California	$328K	+$71.3K	1	0.05%	Increased
1838	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$328K	$0	1	0.08%	Maintained
1839	VNB Virginia National Bank Charlottesville, Virginia	$327K	+$312K	1	0.12%	New
1840	JCP Jabre Capital Partners Geneva, Switzerland	$325K	-$39.6K	1	0.11%	Reduced
1841	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$325K	+$4.37K	1	0.3%	Increased
1842	BWA Burt Wealth Advisors North Bethesda, Maryland	$322K	$0	2	0.15%	Maintained
1843	CCM Consolidated Capital Management Burbank, California	$322K	$0	1	0.21%	Maintained
1844	HA Harfst & Associates Sheridan, Wyoming	$322K	+$21.8K	1	0.14%	Increased
1845	Pzena Investment Management New York	$322K	$0	1	0%	Maintained
1846	CCG Chatham Capital Group Savannah, Georgia	$321K	$0	1	0.08%	Maintained
1847	Evergreen Capital Management Bellevue, Washington	$321K	$0	1	0.03%	Maintained
1848	IF IRON Financial Northbrook, Illinois	$321K	$0	1	0.22%	Maintained
1849	LJAC L.J. Altfest & Co New York	$321K	+$168	1	0.09%	Increased
1850	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$320K	-$137K	1	0.32%	Reduced