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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	CGA Crescent Grove Advisors Lake Forest, Illinois	$268K	+$44.3K	1	0.07%	Increased
1877	HA Harfst & Associates Sheridan, Wyoming	$268K	+$7.83K	1	0.11%	Increased
1878	Ritholtz Wealth Management New York	$266K	+$14.2K	1	0.07%	Increased
1879	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$264K	$0	1	0.03%	Maintained
1880	SNS Financial Group Minneapolis, Minnesota	$264K	-$9.08K	1	0.07%	Reduced
1881	ANB Amarillo National Bank Amarillo, Texas	$262K	$0	1	0.14%	Maintained
1882	SCA Stonebridge Capital Advisors St Paul, Minnesota	$261K	$0	1	0.06%	Maintained
1883	Cannell & Spears New York	$259K	$0	1	0.03%	Maintained
1884	SCM Shapiro Capital Management Atlanta, Georgia	$258K	+$280K	1	0.01%	New
1885	AR Advisory Research Chicago, Illinois	$258K	-$101K	1	0%	Reduced
1886	CWM Cedar Wealth Management Walnut Creek, California	$258K	-$6.48K	1	0.14%	Reduced
1887	BLAM Bourne Lent Asset Management Pawling, New York	$253K	+$271K	1	0.13%	New
1888	PGIM Pacific Global Investment Management Glendale, California	$253K	-$230K	1	0.06%	Reduced
1889	WAM Weatherly Asset Management Del Mar, California	$252K	$0	1	0.06%	Maintained
1890	GBA Garrison Bradford & Associates New York	$250K	$0	1	0.2%	Maintained
1891	MA MYDA Advisors Woodmere, New York	$250K	-$588K	1	0.11%	Reduced
1892	UAM UAS Asset Management New York	$250K	+$249K	1	0.12%	New
1893	BCWM Blue Chip Wealth Management Miami Beach, Florida	$249K	-$209K	1	0.27%	Reduced
1894	HHGA Halbert Hargrove Global Advisors Long Beach, California	$247K	+$6.11K	1	0.07%	Increased
1895	OPA Old Port Advisors Portland, Maine	$247K	+$246K	1	0.13%	New
1896	GAAM Guinness Atkinson Asset Management Pasadena, California	$246K	$0	1	0.14%	Maintained
1897	GAG GM Advisory Group Melville, New York	$245K	+$2.74K	1	0.07%	Increased
1898	SIM SSI Investment Management Los Angeles, California	$241K	-$33K	1	0.02%	Reduced
1899	TFO Tarbox Family Office Newport Beach, California	$241K	-$58.2K	3	0.09%	Reduced
1900	DBRC D.B. Root & Company Pittsburgh, Pennsylvania	$240K	-$1.1K	1	0.11%	Reduced