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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
1151	LCM LVM Capital Management Portage, Michigan	$1.07M	$0	2	0.35%	Maintained
1152	RHJA Rice Hall James & Associates San Diego, California	$1.07M	-$42.4K	1	0.07%	Reduced
1153	AAM Azzad Asset Management Falls Church, Virginia	$1.06M	+$51.3K	2	0.61%	Increased
1154	Everett Harris & Co Los Angeles, California	$1.06M	+$613K	1	0.04%	Increased
1155	RGC Roberts, Glore & Co Deerfield, Illinois	$1.06M	+$65.2K	2	0.73%	Increased
1156	Rothschild & Co Wealth Management (UK) London, United Kingdom	$1.05M	$0	2	0.13%	Maintained
1157	ANB Amarillo National Bank Amarillo, Texas	$1.05M	-$45.3K	1	0.73%	Reduced
1158	VIM Veritas Investment Management London, United Kingdom	$1.05M	-$350K	1	0.34%	Reduced
1159	RHBC R.H. Bluestein & Co Birmingham, Michigan	$1.05M	-$1.4M	3	0.07%	Reduced
1160	AP Appleton Partners Boston, Massachusetts	$1.04M	+$45.8K	1	0.24%	Increased
1161	JEW Jamison Eaton & Wood Bedminster, New Jersey	$1.03M	+$100K	1	0.29%	Increased
1162	PWP Private Wealth Partners Mill Valley, California	$1.03M	-$59.9K	1	0.23%	Reduced
1163	WEC Winslow Evans & Crocker Boston, Massachusetts	$1.02M	+$51.8K	3	0.29%	Increased
1164	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$1.02M	+$17.2K	1	0.92%	Increased
1165	Farmers & Merchants Investments Inc Lincoln, Nebraska	$1.02M	-$25.6K	1	0.14%	Reduced
1166	RIM Regent Investment Management Louisville, Kentucky	$1M	+$21.8K	1	0.51%	Increased
1167	HA Halsey Associates New Haven, Connecticut	$997K	+$14.7K	2	0.22%	Increased
1168	Palisade Capital Management Fort Lee, New Jersey	$990K	$0	1	0.03%	Maintained
1169	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$987K	+$2.95K	1	0.74%	Increased
1170	FIM Freedom Investment Management Hartford, Connecticut	$985K	+$113K	2	0.17%	Increased
1171	LWM LBA Wealth Management Jacksonville, Florida	$979K	-$577K	2	0.68%	Reduced
1172	Brighton Jones LLC Seattle, Washington	$974K	+$16.1K	1	0.22%	Increased
1173	Benjamin F. Edwards & Company St. Louis, Missouri	$973K	+$91.8K	4	0.24%	Increased
1174	CC Cipher Capital New York	$966K	+$997K	1	0.25%	New
1175	DMC Drexel Morgan & Co Radnor, Pennsylvania	$965K	+$218K	1	1.17%	Increased