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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
901	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$2.14M	+$2.16M	1	0.73%	New
902	BSB Bangor Savings Bank Bangor, Maine	$2.14M	+$2.16M	1	0.69%	New
903	DSC Duncker Streett & Co St. Louis, Missouri	$2.13M	+$2.12M	2	0.82%	New
904	AL Airain Ltd St. Peter Port, Guernsey	$2.13M	+$2.11M	3	0.32%	New
905	AMIM Aull & Monroe Investment Management Mobile, Alabama	$2.12M	+$2.15M	1	1.43%	New
906	TFF Timothy F. Fidgeon	$2.12M	+$2.14M	1	1.15%	New
907	ST Semper Trust King Of Prussia, Pennsylvania	$2.11M	+$2.1M	2	1.22%	New
908	PAIM Punch & Associates Investment Management Edina, Minnesota	$2.1M	+$2.12M	1	0.37%	New
909	BRM Boston Research & Management Manchester, Massachusetts	$2.09M	+$2.12M	1	1.86%	New
910	RC Riversville Capital Greenwich, Connecticut	$2.09M	+$2.12M	1	1.22%	New
911	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$2.09M	+$2.12M	2	0.36%	New
912	SCM Stux Capital Management New York	$2.08M	+$2.06M	2	0.26%	New
913	MMG Monetary Management Group St Louis, Missouri	$2.08M	+$2.07M	3	1.14%	New
914	Bowen Hanes & Co Ponte Vedra Beach, Florida	$2.06M	+$2.09M	1	0.11%	New
915	SFSG Stearns Financial Services Group Greensboro, North Carolina	$2.04M	+$2.07M	1	0.92%	New
916	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$2.03M	+$2M	6	0.59%	New
917	VAM Visium Asset Management New York	$2.02M	+$2.04M	1	0.05%	New
918	SFSIG San Francisco Sentry Investment Group San Francisco, California	$2.01M	+$2.03M	1	0.72%	New
919	EWM Edge Wealth Management New York	$2.01M	+$2.01M	1	1.34%	New
920	TCTC Holdings Dallas, Texas	$1.99M	+$2.01M	1	0.13%	New
921	WIM Wilen Investment Management Bonita Springs, Florida	$1.98M	+$1.92M	1	1.46%	New
922	1SB 1ST Source Bank South Bend, Indiana	$1.97M	+$1.97M	2	0.33%	New
923	FTC Farmers Trust Company Youngstown, Ohio	$1.96M	+$1.99M	1	0.76%	New
924	FCCM First City Capital Management Savannah, Georgia	$1.96M	+$1.9M	3	1.79%	New
925	BAM Burnham Asset Management New York	$1.96M	+$1.98M	1	0.5%	New