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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
1026	Capital Analysts LLC Fort Washington, Pennsylvania	$1.37M	+$1.39M	2	0.43%	New
1027	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$1.37M	+$1.38M	1	1.13%	New
1028	PAM Paradigm Asset Management New York	$1.35M	+$1.33M	3	0.23%	New
1029	AAM AR Asset Management West Hollywood, California	$1.34M	+$1.35M	1	0.6%	New
1030	HVIA Hudson Valley Investment Advisors Goshen, New York	$1.33M	+$1.3M	2	0.64%	New
1031	WA WESPAC Advisors Orinda, California	$1.31M	+$1.23M	1	1.99%	New
1032	BC BMI Capital New York	$1.31M	+$1.26M	1	0.84%	New
1033	Eastern Bank Boston, Massachusetts	$1.3M	+$1.32M	1	0.12%	New
1034	AW Alpha Windward Westwood, Massachusetts	$1.3M	+$1.25M	3	1.04%	New
1035	WCM Washington Capital Management Seattle, Washington	$1.3M	+$1.22M	1	0.34%	New
1036	FBC Fairfield, Bush & Co Darien, Connecticut	$1.29M	+$1.3M	1	0.66%	New
1037	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$1.28M	+$1.3M	2	0.2%	New
1038	Ameritas Investment Partners Lincoln, Nebraska	$1.27M	+$1.29M	1	0.35%	New
1039	TF Tompkins Financial Ithaca, New York	$1.27M	+$1.26M	2	0.38%	New
1040	AP Atwood & Palmer Kansas City, Missouri	$1.26M	+$1.27M	1	0.34%	New
1041	Group One Trading Chicago, Illinois	$1.26M	+$1.13M	4	0.03%	New
1042	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$1.26M	+$1.27M	1	0.51%	New
1043	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$1.25M	+$1.24M	2	1.03%	New
1044	CCM Chinook Capital Management Lake Oswego, Oregon	$1.25M	+$1.26M	1	2.17%	New
1045	SIG Schooner Investment Group Wayne, Pennsylvania	$1.25M	+$1.17M	1	0.56%	New
1046	CCM Condor Capital Management Martinsville, New Jersey	$1.25M	+$1.26M	1	0.47%	New
1047	GLI Guardian Life Insurance New York	$1.25M	+$1.24M	3	0.11%	New
1048	KIG Kovitz Investment Group Chicago, Illinois	$1.24M	+$1.25M	1	0.06%	New
1049	DnB Asset Management Oslo, Norway	$1.23M	+$1.25M	1	0.04%	New
1050	RB Rodgers Brothers Harmony, Pennsylvania	$1.23M	+$1.25M	2	0.73%	New