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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	EWM Edge Wealth Management New York	$1.77M	+$5.08K	1	0.68%	Increased
1027	HVIA Hudson Valley Investment Advisors Goshen, New York	$1.76M	+$39K	2	0.75%	Increased
1028	CIBC World Markets New York	$1.75M	+$1.81M	1	0.66%	New
1029	RIG Roosevelt Investment Group New York	$1.75M	+$2.19K	2	0.09%	Increased
1030	IC Inverness Counsel New York	$1.74M	$0	1	0.14%	Maintained
1031	IFB iAB Financial Bank Fort Wayne, Indiana	$1.74M	-$38.1K	1	1.56%	Reduced
1032	DJSG D.J. St. Germain Springfield, Massachusetts	$1.73M	-$1.12K	2	0.26%	Reduced
1033	LPT Legacy Private Trust Neenah, Wisconsin	$1.73M	-$266K	2	0.26%	Reduced
1034	KC Kingfisher Capital Charlotte, North Carolina	$1.73M	-$4.11K	1	0.92%	Reduced
1035	CWM Concert Wealth Management San Jose, California	$1.72M	+$177K	1	0.23%	Increased
1036	FTC Farmers Trust Company Youngstown, Ohio	$1.72M	-$21.8K	1	0.58%	Reduced
1037	Anchor Capital Advisors Boston, Massachusetts	$1.72M	-$6.77K	2	0.04%	Reduced
1038	CT Coastline Trust Providence, Rhode Island	$1.72M	-$3.54K	2	0.45%	Reduced
1039	DWA Dorsey Wright & Associates Pasadena, California	$1.71M	-$2.78K	1	0.24%	Reduced
1040	FMB Field & Main Bank Henderson, Kentucky	$1.71M	+$24.6K	1	1.61%	Increased
1041	SCM Sterneck Capital Management Kansas City, Missouri	$1.71M	-$20.6K	1	1.03%	Reduced
1042	NGA Naples Global Advisors Naples, Florida	$1.7M	+$114K	2	1%	Increased
1043	EP Edgestream Partners Princeton, New Jersey	$1.69M	-$357K	1	1.48%	Reduced
1044	B Bellecapital Zurich, Switzerland	$1.67M	-$16.3K	1	1.95%	Reduced
1045	FFC First Financial Corp Terre Haute, Indiana	$1.67M	-$49K	1	0.83%	Reduced
1046	IAM ICM Asset Management Spokane, Washington	$1.65M	-$89.3K	1	1.78%	Reduced
1047	SCA Secor Capital Advisors New York	$1.65M	+$1.76M	1	0.94%	New
1048	Capital Analysts LLC Fort Washington, Pennsylvania	$1.64M	+$13.7K	2	0.39%	Increased
1049	BBNB Baker Boyer National Bank Walla Walla, Washington	$1.64M	-$24.5K	1	3.21%	Reduced
1050	MCM McRae Capital Management Morristown, New Jersey	$1.63M	-$2.19K	1	0.79%	Reduced