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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
1226	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$502K	+$507K	1	0.12%	New
1227	UR USCA RIA Houston, Texas	$500K	+$490K	2	0.25%	New
1228	IPRC Indices-Pac Research Corporation Montvale, New Jersey	$495K	+$501K	1	0.32%	New
1229	PTC Private Trust Company Cleveland, Ohio	$489K	+$492K	4	0.22%	New
1230	GGPS Gary Goldberg Planning Services Suffern, New York	$485K	+$485K	4	0.31%	New
1231	VIM Veritas Investment Management London, United Kingdom	$485K	+$190K	1	0.31%	New
1232	BDF Balasa Dinverno & Foltz	$484K	+$489K	1	0.09%	New
1233	CD Carl Domino West Palm Beach, Florida	$483K	+$454K	1	0.27%	New
1234	PHS Pekin Hardy Strauss Chicago, Illinois	$483K	+$489K	1	0.08%	New
1235	SRC Shufro Rose & Co New York	$483K	+$488K	1	0.06%	New
1236	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$482K	+$487K	1	0.07%	New
1237	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$482K	+$488K	1	0.02%	New
1238	CI Investments Inc Toronto, Ontario, Canada	$474K	+$479K	1	0.01%	New
1239	CC Cannell & Co New York	$471K	+$443K	1	0.03%	New
1240	DCM Daruma Capital Management New York	$471K	+$476K	1	0.02%	New
1241	OA Oxbow Advisors Austin, Texas	$471K	+$483K	1	0.08%	New
1242	VCAM Valentine Capital Asset Management Danville, California	$468K	+$473K	1	0.15%	New
1243	IRS Invictus RG (Singapore) Singapore	$466K	+$439K	2	0.52%	New
1244	Churchill Management Los Angeles, California	$465K	+$437K	1	0.02%	New
1245	DAM Delta Asset Management Memphis, Tennessee	$461K	+$464K	2	0.12%	New
1246	UBWV United Bank (West Virginia) Parkersburg, West Virginia	$457K	+$462K	1	0.21%	New
1247	SignatureFD Atlanta, Georgia	$456K	+$453K	3	0.24%	New
1248	WCP Welch Capital Partners Harrison, New York	$456K	+$461K	1	0.16%	New
1249	RC Roundview Capital Princeton, New Jersey	$455K	+$460K	1	0.29%	New
1250	FIM FourPoints Investment Managers Paris, France	$454K	+$459K	1	0.05%	New