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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
651	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$6.61M	+$225K	1	0.85%	Increased
652	CWA Constellation Wealth Advisors New York	$6.59M	+$5.94K	1	0.56%	Increased
653	NAMP NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$6.59M	+$5.8K	1	2.75%	Increased
654	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$6.57M	+$96.6K	1	2.96%	Increased
655	WB Webster Bank Waterbury, Connecticut	$6.56M	-$96.2K	1	1.1%	Reduced
656	Addenda Capital Montreal, Quebec, Canada	$6.53M	-$14.1K	1	0.56%	Reduced
657	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$6.53M	-$164K	1	1.2%	Reduced
658	CIS Connors Investor Services Wyomissing, Pennsylvania	$6.5M	+$373K	1	1.35%	Increased
659	OA Oak Associates Akron, Ohio	$6.49M	-$1.51M	1	0.79%	Reduced
660	Capital International Los Angeles, California	$6.48M	$0	1	0.38%	Maintained
661	FCT Family Capital Trust Peabody, Massachusetts	$6.47M	-$37.9K	1	3.63%	Reduced
662	PP Prospector Partners Guilford, Connecticut	$6.44M	-$8.54M	2	0.76%	Reduced
663	GG Greenwood Gearhart Fayetteville, Arkansas	$6.44M	-$14.2K	1	2.88%	Reduced
664	VW Vantage Wealth Pasadena, California	$6.43M	+$56.6K	1	3.73%	Increased
665	Bailard Foster City, California	$6.4M	+$886K	3	0.99%	Increased
666	SMM Stadion Money Management Watkinsville, Georgia	$6.4M	-$1.68M	2	0.31%	Reduced
667	PP Palladium Partners Norfolk, Virginia	$6.39M	-$414K	3	0.57%	Reduced
668	Shelton Capital Management Denver, Colorado	$6.39M	+$203K	5	0.66%	Increased
669	CCM Cohen Capital Management Corte Madera, California	$6.38M	$0	1	1.64%	Maintained
670	Private Advisor Group Morristown, New Jersey	$6.38M	+$415K	2	0.3%	Increased
671	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$6.37M	+$6.69M	1	0.94%	New
672	KLC Knowledge Leaders Capital Denver, Colorado	$6.36M	+$6.56M	1	2.36%	New
673	CTA Colonial Trust Advisors Spartanburg, South Carolina	$6.35M	-$51.9K	1	1.97%	Reduced
674	BEAM Baker Ellis Asset Management Vancouver, Washington	$6.27M	-$69.9K	3	2.1%	Reduced
675	Allstate Corporation Northbrook, Illinois	$6.26M	-$5.91M	2	0.56%	Reduced