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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
1126	JEW Jamison Eaton & Wood Bedminster, New Jersey	$863K	+$872K	1	0.25%	New
1127	BG Bollard Group Boston, Massachusetts	$861K	+$870K	1	0.17%	New
1128	FAG Financial Advisory Group Houston, Texas	$861K	+$870K	1	0.55%	New
1129	DTL Dynamic Technology Lab Singapore	$858K	+$849K	3	0.89%	New
1130	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$852K	+$801K	1	0.79%	New
1131	GIS Guardian Investor Services New York	$842K	+$837K	3	0.72%	New
1132	ACI Advance Capital I Southfield, Michigan	$836K	+$845K	1	0.41%	New
1133	SFM Systematic Financial Management Teaneck, New Jersey	$836K	+$845K	1	0.01%	New
1134	BT Beacon Trust Morristown, New Jersey	$834K	+$816K	2	0.16%	New
1135	ESBC E.S. Barr & Co Lexington, Kentucky	$834K	+$843K	1	0.12%	New
1136	AP Appleton Partners Boston, Massachusetts	$832K	+$841K	1	0.24%	New
1137	UBS O'Connor Chicago, Illinois	$828K	+$778K	1	0.02%	New
1138	Weiss Multi-Strategy Advisers New York	$823K	+$783K	2	0.02%	New
1139	WSCM Wellington Shields Capital Management New York	$818K	+$827K	1	0.14%	New
1140	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$817K	+$827K	1	0.14%	New
1141	HRIA Haberer Registered Investment Advisor Cincinnati, Ohio	$817K	+$824K	2	0.22%	New
1142	CIM CIM Investment Management Pittsburgh, Pennsylvania	$816K	+$825K	1	0.48%	New
1143	Eagle Global Advisors Houston, Texas	$815K	+$827K	2	0.03%	New
1144	Guinness Asset Management London, United Kingdom	$814K	+$765K	1	0.62%	New
1145	HCA Harbour Capital Advisors Tysons Corner, Virginia	$801K	+$810K	1	1.01%	New
1146	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$801K	+$809K	1	0.57%	New
1147	CA Cornerstone Advisors Asheville, North Carolina	$790K	+$798K	1	0.31%	New
1148	MCM Matarin Capital Management New York	$777K	+$782K	2	0.78%	New
1149	HH Hilltop Holdings Dallas, Texas	$771K	+$760K	2	0.52%	New
1150	Wedbush Securities Los Angeles, California	$770K	+$779K	1	0.21%	New