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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	SAM Symphony Asset Management San Francisco, California	$865K	-$3.23M	2	0.09%	Reduced
1202	EML Eos Management LP New York	$861K	$0	1	0.23%	Maintained
1203	WSCM Wellington Shields Capital Management New York	$861K	+$5.97K	1	0.14%	Increased
1204	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$857K	+$83.9K	1	0.35%	Increased
1205	SIM SSI Investment Management Los Angeles, California	$852K	-$192K	3	0.08%	Reduced
1206	RH Rayner & Haynor Mill Valley, California	$845K	-$10.6K	1	0.65%	Reduced
1207	ICRM Insight Capital Research & Management Walnut Creek, California	$843K	-$617	1	0.22%	Reduced
1208	Clark Capital Management Group Philadelphia, Pennsylvania	$842K	-$85.1K	1	0.07%	Reduced
1209	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$838K	-$1.44M	2	0.22%	Reduced
1210	CAM Centre Asset Management New York	$838K	-$10.2M	1	0.13%	Reduced
1211	1GA 1st Global Advisors Dallas, Texas	$832K	+$126K	2	0.13%	Increased
1212	CTI Community Trust & Investment Versailles, Kentucky	$823K	-$3.29K	1	0.12%	Reduced
1213	ACP Aviance Capital Partners Naples, Florida	$821K	-$294K	1	0.31%	Reduced
1214	NAM NorthCoast Asset Management Greenwich, Connecticut	$821K	-$20M	1	0.04%	Reduced
1215	SRC Stone Run Capital New York	$818K	$0	1	0.58%	Maintained
1216	B BancorpSouth Tupelo, Mississippi	$817K	+$27.3K	1	0.09%	Increased
1217	GVT Genesee Valley Trust Pittsford, New York	$814K	+$20.1K	1	0.51%	Increased
1218	Calamos Wealth Management Naperville, Illinois	$803K	+$76.8K	1	0.23%	Increased
1219	CS Comerica Securities Detroit, Michigan	$801K	+$837K	2	0.27%	New
1220	Grimes & Company Westborough, Massachusetts	$801K	-$156K	1	0.21%	Reduced
1221	HH Hilltop Holdings Dallas, Texas	$801K	-$199K	2	0.37%	Reduced
1222	LIC Lodestar Investment Counsel Chicago, Illinois	$796K	-$24.3K	1	0.24%	Reduced
1223	FMT First Mercantile Trust Cordova, Tennessee	$795K	-$1.08M	1	0.06%	Reduced
1224	SAS Spectrum Advisory Services Atlanta, Georgia	$795K	$0	1	0.29%	Maintained
1225	Buckingham Strategic Wealth Clayton, Missouri	$780K	+$2.13K	1	0.32%	Increased