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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
1851	BCA Benchmark Capital Advisors New York	$170K	-$178K	1	0.13%	Reduced
1852	GAM Gemmer Asset Management Walnut Creek, California	$167K	+$4.59K	7	0.06%	Increased
1853	MCF Advisors Covington, Kentucky	$163K	-$16.1K	3	0.03%	Reduced
1854	RPG Risk Paradigm Group Austin, Texas	$159K	+$105K	2	0.19%	Increased
1855	VCM Versant Capital Management Phoenix, Arizona	$159K	-$8.61K	7	0.09%	Reduced
1856	HRC Hoertkorn Richard Charles	$158K	$0	1	0.1%	Maintained
1857	SIA SeaBridge Investment Advisors Summit, New Jersey	$155K	$0	1	0.04%	Maintained
1858	CL CSS LLC Chicago, Illinois	$149K	-$171K	1	0.01%	Reduced
1859	AOWM Alpha Omega Wealth Management Richmond, Virginia	$147K	-$17.7K	2	0.07%	Reduced
1860	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$145K	+$29.5K	3	0.11%	Increased
1861	FWM Focused Wealth Management Newburgh, New York	$143K	-$80.7K	2	0.05%	Reduced
1862	AIM Arcadia Investment Management Kalamazoo, Michigan	$142K	+$26.9K	3	0.04%	Increased
1863	Balentine LLC Atlanta, Georgia	$142K	-$15.2K	2	0.01%	Reduced
1864	Harvest Fund Management Beijing, China	$138K	+$116K	1	0.02%	Increased
1865	RP Rowlandmiller & Partners Atlanta, Georgia	$132K	-$3.7K	1	0.05%	Reduced
1866	CPA Cowen Prime Advisors New York	$129K	$0	1	0.06%	Maintained
1867	AC Alexandria Capital Arlington, Virginia	$128K	+$101	2	0.03%	Increased
1868	CP Corbenic Partners Bethlehem, Pennsylvania	$128K	$0	2	0.17%	Maintained
1869	RAM Riggs Asset Management Dallas, Pennsylvania	$126K	-$25.3K	2	0.06%	Reduced
1870	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$122K	+$18.3K	3	0.05%	Increased
1871	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$116K	+$39.9K	3	0.1%	Increased
1872	FA Financial Advantage Columbia, Maryland	$116K	+$118K	1	0.09%	New
1873	TIM Tortoise Investment Management White Plains, New York	$115K	$0	2	0.03%	Maintained
1874	WAS WESPAC Advisors SoCal Pasadena, California	$115K	$0	1	0.07%	Maintained
1875	CAPTRUST Financial Advisors Raleigh, North Carolina	$110K	+$105K	2	0.01%	New