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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	BOS Bank of Stockton Stockton, California	$1.42M	-$11.1K	1	0.87%	Reduced
1127	DWA Dorsey Wright & Associates Pasadena, California	$1.42M	+$1.35M	1	0.2%	New
1128	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$1.42M	-$926K	1	1.66%	Reduced
1129	CAM CG Asset Management New York	$1.41M	+$30.1K	2	0.63%	Increased
1130	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$1.41M	-$121K	2	0.41%	Reduced
1131	HA Hamel Associates Chatham, New Jersey	$1.4M	-$142K	1	0.97%	Reduced
1132	CWM Concert Wealth Management San Jose, California	$1.39M	-$15.7K	1	0.17%	Reduced
1133	SCM Schnieders Capital Management Pasadena, California	$1.39M	+$162K	1	1.29%	Increased
1134	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$1.39M	$0	1	0.99%	Maintained
1135	MAM Mizuho Asset Management Tokyo, Japan	$1.38M	-$34.5K	3	0.27%	Reduced
1136	PIP Palisades Investment Partners Santa Monica, California	$1.38M	$0	1	1.49%	Maintained
1137	CWM Confluence Wealth Management Portland, Oregon	$1.38M	+$1.35M	1	1.04%	New
1138	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$1.37M	-$602K	1	2.32%	Reduced
1139	VIM Veritas Investment Management London, United Kingdom	$1.37M	$0	1	0.53%	Maintained
1140	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$1.36M	-$282K	1	0.01%	Reduced
1141	NAM NTV Asset Management Charleston, West Virginia	$1.36M	+$5.89K	1	0.44%	Increased
1142	Bowen Hanes & Co Ponte Vedra Beach, Florida	$1.36M	$0	1	0.07%	Maintained
1143	DBIA Dumont & Blake Investment Advisors Princeton, New Jersey	$1.36M	-$490K	2	0.71%	Reduced
1144	CAM Columbia Asset Management Ann Arbor, Michigan	$1.35M	$0	1	0.59%	Maintained
1145	Northeast Financial Consultants Westport, Connecticut	$1.35M	$0	1	0.79%	Maintained
1146	TCM Tradition Capital Management Summit, New Jersey	$1.34M	$0	1	0.44%	Maintained
1147	LNB Ledyard National Bank	$1.34M	+$40.7K	2	0.23%	Increased
1148	Munder Capital Management Birmingham, Michigan	$1.32M	+$5.67K	1	0.01%	Increased
1149	LCM LVM Capital Management Portage, Michigan	$1.31M	-$42.9K	3	0.46%	Reduced
1150	OA Oxbow Advisors Austin, Texas	$1.31M	-$222K	1	0.19%	Reduced