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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
1201	LWI Long Wharf Investors Boston, Massachusetts	$574K	+$580K	1	0.56%	New
1202	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$571K	+$578K	1	0.19%	New
1203	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$566K	+$570K	6	0.39%	New
1204	Walleye Trading New York	$566K	+$538K	2	0.01%	New
1205	BTNA Bremer Trust National Association St. Cloud, Minnesota	$561K	+$568K	1	0.25%	New
1206	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$560K	+$566K	1	0.17%	New
1207	Cetera Advisors Denver, Colorado	$559K	+$566K	1	0.12%	New
1208	SAM Solaris Asset Management New York	$553K	+$559K	1	0.44%	New
1209	SAG Sterne Agee Group Birmingham, Alabama	$551K	+$557K	1	0.2%	New
1210	Colony Group Boston, Massachusetts	$549K	+$531K	1	0.11%	New
1211	B BancorpSouth Tupelo, Mississippi	$546K	+$551K	1	0.07%	New
1212	WA WealthTrust Axiom Wayne, Pennsylvania	$539K	+$553K	1	0.23%	New
1213	NIM NuWave Investment Management Parsippany, New Jersey	$536K	+$507K	3	0.59%	New
1214	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$533K	+$538K	1	0.62%	New
1215	Tower Research Capital (TRC) New York	$533K	+$510K	8	0.04%	New
1216	VFS VSR Financial Services Overland Park, Kansas	$533K	+$539K	1	0.11%	New
1217	NFGCM Norman Fields Gottscho Capital Management New York	$530K	+$512K	2	0.39%	New
1218	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$523K	+$538K	1	0.37%	New
1219	CC Capital Counsel New York	$520K	+$526K	1	0.03%	New
1220	KLWA Kelly Lawrence W & Associates Pasadens, California	$520K	+$526K	1	0.13%	New
1221	VNA VNBTrust National Association Charlottesville, Virginia	$520K	+$525K	1	0.17%	New
1222	AAM Azzad Asset Management Falls Church, Virginia	$515K	+$530K	1	0.44%	New
1223	ZCM Zebra Capital Management Stamford, Connecticut	$515K	+$497K	1	0.43%	New
1224	ARMC American Research & Management Company Marion, Massachusetts	$506K	+$511K	2	0.2%	New
1225	Palisade Capital Management Fort Lee, New Jersey	$502K	+$507K	1	0.01%	New