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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
1076	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$1.09M	+$1.05M	3	0.37%	New
1077	CWM Concert Wealth Management San Jose, California	$1.08M	+$1.09M	1	0.16%	New
1078	TCM Tradition Capital Management Summit, New Jersey	$1.08M	+$1.1M	1	0.4%	New
1079	BC Banced Corp Edwardsville, Illinois	$1.08M	+$1.11M	2	1.11%	New
1080	TC TFS Capital West Chester, Pennsylvania	$1.08M	+$939K	1	0.05%	New
1081	Shinko Asset Management Company Tokyo, Japan	$1.08M	+$1.09M	3	0.01%	New
1082	Laird Norton Wetherby Wealth Management San Francisco, California	$1.08M	+$1.07M	2	0.38%	New
1083	SGAM Steinberg Global Asset Management Boca Raton, Florida	$1.07M	+$1.08M	1	0.28%	New
1084	HL HeadInvest LLC Portland, Maine	$1.05M	+$1.07M	1	0.46%	New
1085	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$1.05M	+$1.06M	1	0.83%	New
1086	T TradeWorx Red Bank, New Jersey	$1.04M	+$1.02M	2	0.45%	New
1087	ICRM Insight Capital Research & Management Walnut Creek, California	$1.04M	+$1.05M	1	0.27%	New
1088	TT Tower Trust Fort Wayne, Indiana	$1.04M	+$1.05M	1	0.75%	New
1089	ANB Amarillo National Bank Amarillo, Texas	$1.03M	+$1.04M	1	0.92%	New
1090	LCM LVM Capital Management Portage, Michigan	$1.02M	+$986K	3	0.41%	New
1091	APU Alpine Partners USVI St. Thomas, U.S. Virgin Islands	$1.02M	+$1.03M	1	0.33%	New
1092	CT Cambridge Trust Cambridge, Massachusetts	$1.02M	+$1.03M	1	0.11%	New
1093	LNB Ledyard National Bank	$1.02M	+$1.03M	1	0.19%	New
1094	ECM Endex Capital Management Overland Park, Kansas	$1.02M	+$1.01M	3	1.09%	New
1095	Homrich & Berg Atlanta, Georgia	$1.01M	+$1.04M	2	0.18%	New
1096	G Glenrock New York	$1.01M	+$870K	1	10.77%	New
1097	TT Tiedemann Trust Wilmington, Delaware	$1.01M	+$1.02M	1	0.17%	New
1098	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$1M	+$967K	1	0.19%	New
1099	CP Camelot Portfolios Maumee, Ohio	$995K	+$1.01M	1	0.76%	New
1100	NCMG NCM Capital Management Group Durham, North Carolina	$994K	+$1.01M	1	0.76%	New