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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
1901	IC Intersect Capital San Ramon, California	$261K	+$53.2K	1	0.14%	Increased
1902	MCM Marathon Capital Management Hunt Valley, Maryland	$261K	+$44.6K	1	0.1%	Increased
1903	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$260K	$0	2	0.07%	Maintained
1904	C Cerebellum San Francisco, California	$258K	+$184K	2	0.33%	Increased
1905	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$257K	-$69.2K	2	0.03%	Reduced
1906	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$256K	-$25.1K	1	0.18%	Reduced
1907	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$254K	$0	1	0.14%	Maintained
1908	CC Cognios Capital Leawood, Kansas	$253K	-$2.38M	1	0.09%	Reduced
1909	Ritholtz Wealth Management New York	$253K	+$47.2K	1	0.07%	Increased
1910	WAM Weatherly Asset Management Del Mar, California	$253K	+$53.4K	1	0.06%	Increased
1911	GBA Garrison Bradford & Associates New York	$252K	$0	1	0.21%	Maintained
1912	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$251K	-$11.1K	2	0.19%	Reduced
1913	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$251K	+$330	2	0.19%	Increased
1914	OFW Omnia Family Wealth Aventura, Florida	$250K	-$87.9K	4	0.11%	Reduced
1915	TFF The Family Firm Bethesda, Maryland	$250K	-$3.35K	1	0.1%	Reduced
1916	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$249K	+$1.32K	2	0.29%	Increased
1917	GAAM Guinness Atkinson Asset Management Pasadena, California	$248K	$0	1	0.15%	Maintained
1918	WCAMG Woodard & Company Asset Management Group Bermuda Run, North Carolina	$248K	$0	2	0.24%	Maintained
1919	PNAA Pictet North America Advisors Geneva 73, Switzerland	$245K	$0	1	0.04%	Maintained
1920	GAG GM Advisory Group Melville, New York	$244K	-$4.71K	1	0.07%	Reduced
1921	DBRC D.B. Root & Company Pittsburgh, Pennsylvania	$243K	+$253K	1	0.13%	New
1922	PFA Pathway Financial Advisors South Burlington, Vermont	$243K	+$6.52K	2	0.14%	Increased
1923	PCM Prelude Capital Management New York	$243K	-$515K	2	0.02%	Reduced
1924	HHGA Halbert Hargrove Global Advisors Long Beach, California	$242K	-$5.12K	1	0.06%	Reduced
1925	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$241K	+$4.63K	1	0.03%	Increased