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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
751	DA Denali Advisors San Diego, California	$4.15M	+$1.79M	2	1.43%	Increased
752	WhitTier Trust Company Reno, Nevada	$4.1M	+$15.1K	4	0.55%	Increased
753	EI EDMP Inc Lutz, Florida	$4.09M	-$64.3K	1	4.12%	Reduced
754	FA Financial Advantage Columbia, Maryland	$4.08M	-$146K	2	3.52%	Reduced
755	MMCM Marque Millennium Capital Management New York	$4.08M	$0	1	2.02%	Maintained
756	Nicholas Company Milwaukee, Wisconsin	$4.08M	$0	1	0.11%	Maintained
757	AF Arrow Financial Glens Falls, New York	$4.06M	-$29.1K	3	1.25%	Reduced
758	IMOV Investment Management of Virginia Richmond, Virginia	$4.04M	-$112K	2	0.77%	Reduced
759	SAM Symphony Asset Management San Francisco, California	$4.02M	+$496K	2	0.41%	Increased
760	GW & Wade Wellesley, Massachusetts	$4.01M	+$58.3K	1	1.39%	Increased
761	First Allied Advisory Services San Diego, California	$4M	+$85.3K	4	0.23%	Increased
762	LSA L & S Advisors Los Angeles, California	$4M	+$3.85M	1	1.62%	New
763	OCM Orleans Capital Management Mandeville, Louisiana	$4M	-$174K	1	2.17%	Reduced
764	BRCM Bright Rock Capital Management Hanover, Massachusetts	$3.99M	$0	1	2.24%	Maintained
765	KFS Kurt F. Somerville	$3.97M	+$63.9K	1	1.58%	Increased
766	CA CapWealth Advisors Franklin, Tennessee	$3.95M	+$108K	1	1.1%	Increased
767	SIC Sigma Investment Counselors Northville, Michigan	$3.93M	+$70.1K	1	0.91%	Increased
768	Reinhart Partners Mequon, Wisconsin	$3.92M	+$1.36M	1	0.33%	Increased
769	CAM Carret Asset Management New York	$3.91M	-$233K	2	0.87%	Reduced
770	DG Davidson & Garrard Lynchburg, Virginia	$3.9M	-$113K	1	1.1%	Reduced
771	Daiwa Securities Group Tokyo, Japan	$3.88M	-$112K	3	0.03%	Reduced
772	Smith Salley Wealth Management Greensboro, North Carolina	$3.86M	-$949K	2	3.11%	Reduced
773	HJA Hugh Johnson Advisors Albany, New York	$3.86M	+$101K	1	1.63%	Increased
774	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$3.85M	-$140K	1	3.65%	Reduced
775	BOH Bank of Hawaii Honolulu, Hawaii	$3.8M	-$22.4K	2	0.4%	Reduced