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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	RWA Ropes Wealth Advisors Boston, Massachusetts	$1.25M	+$1.27M	2	0.65%	New
1202	FIM Freedom Investment Management Hartford, Connecticut	$1.25M	+$268K	2	0.14%	Increased
1203	WFG Wills Financial Group Richmond, Virginia	$1.23M	+$84.7K	1	1.01%	Increased
1204	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$1.22M	+$51.8K	1	0.79%	Increased
1205	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$1.22M	+$1.23M	3	0.51%	New
1206	DIA Denver Investment Advisors Denver, Colorado	$1.21M	+$414K	2	0.04%	Increased
1207	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$1.21M	+$3.36K	1	1.09%	Increased
1208	DMC Drexel Morgan & Co Radnor, Pennsylvania	$1.2M	+$133K	1	1.28%	Increased
1209	Raymond James Financial Services Advisors St. Petersburg, Florida	$1.2M	-$53.3K	1	0.06%	Reduced
1210	TC TradeLink Capital Chicago, Illinois	$1.2M	+$855K	2	3.06%	Increased
1211	CAD Craig A. Drill	$1.18M	-$5.38M	1	1.34%	Reduced
1212	CP Cumberland Partners Toronto, Ontario, Canada	$1.18M	-$56.4K	1	0.13%	Reduced
1213	RHJA Rice Hall James & Associates San Diego, California	$1.18M	-$87.5K	1	0.07%	Reduced
1214	CCMU Cheyne Capital Management (UK) London, United Kingdom	$1.17M	+$297K	1	0.28%	Increased
1215	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$1.17M	$0	1	0.51%	Maintained
1216	NCM Newland Capital Management New York	$1.17M	+$1.19M	1	1.32%	New
1217	PC Passport Capital San Francisco, California	$1.17M	+$1.19M	1	0.03%	New
1218	VIM Veritas Investment Management London, United Kingdom	$1.17M	+$1.18M	1	0.39%	New
1219	Eagle Global Advisors Houston, Texas	$1.17M	+$107K	2	0.03%	Increased
1220	SPC Stewart & Patten Company Lafayette, California	$1.16M	-$23.8K	1	0.24%	Reduced
1221	EMG Ellington Management Group Old Greenwich, Connecticut	$1.16M	+$133K	3	0.24%	Increased
1222	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$1.16M	-$4.51K	2	0.6%	Reduced
1223	CP Camelot Portfolios Maumee, Ohio	$1.15M	$0	1	0.67%	Maintained
1224	AP Appleton Partners Boston, Massachusetts	$1.15M	+$7.69K	1	0.26%	Increased
1225	ESBC E.S. Barr & Co Lexington, Kentucky	$1.15M	-$13.5K	1	0.13%	Reduced