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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	NAM NTV Asset Management Charleston, West Virginia	$1.19M	+$274	1	0.36%	Increased
1127	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$1.19M	-$46.6K	1	1.97%	Reduced
1128	CAM CG Asset Management New York	$1.16M	-$835K	2	0.48%	Reduced
1129	PWM ParenteBeard Wealth Management York, Pennsylvania	$1.16M	+$132K	1	0.48%	Increased
1130	Atria Investments Charlotte, North Carolina	$1.16M	+$91.8K	3	0.12%	Increased
1131	TCM Tradition Capital Management Summit, New Jersey	$1.15M	-$81.7K	1	0.37%	Reduced
1132	Capstone Investment Advisors New York	$1.15M	-$8.82M	1	0.01%	Reduced
1133	MHIM MacNealy Hoover Investment Management Canton, Ohio	$1.14M	$0	1	1%	Maintained
1134	CCA Checchi Capital Advisers Beverly Hills, California	$1.13M	+$546K	2	0.46%	Increased
1135	BA Bard Associates Chicago, Illinois	$1.13M	-$1.49K	1	0.53%	Reduced
1136	Bowen Hanes & Co Ponte Vedra Beach, Florida	$1.13M	$0	1	0.06%	Maintained
1137	IB Intrust Bank Wichita, Kansas	$1.12M	+$825K	1	0.43%	Increased
1138	WA WFG Advisors Dallas, Texas	$1.11M	+$29.2K	5	0.21%	Increased
1139	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$1.11M	-$2.74K	1	0.87%	Reduced
1140	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$1.11M	-$1.16M	1	1.05%	Reduced
1141	QIM Quantitative Investment Management Charlottesville, Virginia	$1.11M	+$1.06M	1	0.21%	New
1142	11A 10-15 Associates Goshen, New York	$1.1M	+$9.81K	1	0.37%	Increased
1143	Mairs & Power Inc St Paul, Minnesota	$1.09M	+$21.8K	1	0.02%	Increased
1144	ZCM Zebra Capital Management Stamford, Connecticut	$1.09M	+$29.4K	1	0.43%	Increased
1145	BC Banced Corp Edwardsville, Illinois	$1.09M	+$411K	2	1.26%	Increased
1146	Paradigm Capital Management Inc Albany, New York	$1.09M	-$81.2K	2	0.09%	Reduced
1147	ESBC E.S. Barr & Co Lexington, Kentucky	$1.08M	-$27.2K	1	0.13%	Reduced
1148	CFA Carroll Financial Associates Charlotte, North Carolina	$1.08M	-$57.8K	2	0.33%	Reduced
1149	SPC Stewart & Patten Company Lafayette, California	$1.08M	$0	1	0.22%	Maintained
1150	Advisors Capital Management Ridgewood, New Jersey	$1.07M	-$13K	1	0.14%	Reduced