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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	JEW Jamison Eaton & Wood Bedminster, New Jersey	$1.07M	-$126K	1	0.3%	Reduced
1202	PTC Private Trust Company Cleveland, Ohio	$1.07M	+$27.4K	4	0.4%	Increased
1203	AAM Aston Asset Management Chicago, Illinois	$1.06M	-$172K	1	0.25%	Reduced
1204	FSC Fiduciary Services Corp Savannah, Georgia	$1.06M	-$98.7K	1	0.42%	Reduced
1205	AIC Atlantic Investment Company Atlanta, Georgia	$1.06M	-$1.72K	1	1.03%	Reduced
1206	RGC Roberts, Glore & Co Deerfield, Illinois	$1.06M	-$11.4K	2	0.73%	Reduced
1207	WEC Winslow Evans & Crocker Boston, Massachusetts	$1.05M	-$31.2K	3	0.36%	Reduced
1208	IRS Invictus RG (Singapore) Singapore	$1.05M	-$697K	4	1.25%	Reduced
1209	HH Hilltop Holdings Dallas, Texas	$1.05M	+$15.6K	2	0.52%	Increased
1210	WA WFG Advisors Dallas, Texas	$1.05M	-$2.45M	4	0.21%	Reduced
1211	HT HighTower Trust Houston, Texas	$1.04M	-$448K	1	0.15%	Reduced
1212	AAM Azzad Asset Management Falls Church, Virginia	$1.04M	+$5.08K	2	0.69%	Increased
1213	GIS Guardian Investor Services New York	$1.03M	-$47.1K	3	0.8%	Reduced
1214	MHS M Holdings Securities Portland, Oregon	$1.03M	-$3.84M	1	1.08%	Reduced
1215	Rothschild & Co Wealth Management (UK) London, United Kingdom	$1.03M	+$996K	2	0.13%	New
1216	WSCM Wellington Shields Capital Management New York	$1.03M	$0	1	0.18%	Maintained
1217	Palisade Capital Management Fort Lee, New Jersey	$1.02M	+$114K	1	0.03%	Increased
1218	Clark Capital Management Group Philadelphia, Pennsylvania	$1.02M	-$92.2K	1	0.09%	Reduced
1219	MCM Manchester Capital Management Manchester, Vermont	$1.02M	+$104K	3	0.16%	Increased
1220	VHAM Van Hulzen Asset Management El Dorado Hills, California	$1.02M	-$83.9K	1	1.03%	Reduced
1221	IIM Ironwood Investment Management Boston, Massachusetts	$1.01M	$0	2	0.15%	Maintained
1222	ECAM East Coast Asset Management Essex, Massachusetts	$1.01M	-$28.5K	1	0.59%	Reduced
1223	Wedbush Securities Los Angeles, California	$1.01M	-$16.3K	1	0.18%	Reduced
1224	Cetera Advisors Denver, Colorado	$1.01M	+$14.5K	2	0.14%	Increased
1225	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$1.01M	+$23.1K	3	0.3%	Increased