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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
1876	JAM Jolley Asset Management Rocky Mount, North Carolina	$105K	$0	1	0.07%	Maintained
1877	KLC Knowledge Leaders Capital Denver, Colorado	$105K	+$79.9K	1	0.05%	Increased
1878	PVH Psagot Value Holdings Tel Aviv, Israel	$101K	$0	1	0%	Maintained
1879	HCM Highlander Capital Management Short Hills, New Jersey	$100K	-$3K	1	0.08%	Reduced
1880	SIM Sonora Investment Management Tucson, Arizona	$99.7K	+$10.7K	1	0.02%	Increased
1881	KPCM Kings Point Capital Management Great Neck, New York	$97K	+$38.9K	2	0.02%	Increased
1882	PHK Point72 Hong Kong Hong Kong	$96K	-$113K	3	0.07%	Reduced
1883	WWM Willingdon Wealth Management Huntersville, North Carolina	$94K	+$94.1K	2	0.03%	New
1884	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$93K	$0	1	0.04%	Maintained
1885	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$90K	-$592	1	0.04%	Reduced
1886	FMA FNY Managed Accounts New York	$89K	+$55.3K	3	0.12%	Increased
1887	FA Fortis Advisors Wayne, Pennsylvania	$87K	+$88.2K	1	0.06%	New
1888	RWG Regal Wealth Group Seal Beach, California	$84K	+$269	1	0.06%	Increased
1889	ACM Americafirst Capital Management Roseville, California	$80.1K	+$81.1K	1	0.11%	New
1890	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$80K	+$5.84K	4	0.07%	Increased
1891	Pathstone Family Office Englewood, New Jersey	$80K	-$53.4K	1	0.07%	Reduced
1892	BC Barnett & Company Chattanooga, Tennessee	$79K	-$5.84K	1	0.04%	Reduced
1893	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$76K	+$120	2	0.04%	Increased
1894	TCM Tributary Capital Management Omaha, Nebraska	$75K	+$76.4K	1	0.01%	New
1895	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$70K	+$14.3K	2	0.08%	Increased
1896	LWA Lowe Wealth Advisors Columbia, Maryland	$63K	+$55.6K	3	0.04%	Increased
1897	PSC Prentiss Smith & Co Brattleboro, Vermont	$62K	$0	1	0.04%	Maintained
1898	FBT First Bank & Trust Brookings, South Dakota	$59K	-$31.9K	1	0.05%	Reduced
1899	EVC Eidelman Virant Capital Saint Louis, Missouri	$58K	-$135K	1	0.03%	Reduced
1900	Simon Quick Advisors Morristown, New Jersey	$55K	+$23.4K	2	0.02%	Increased