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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
1251	CA Cambridge Advisors Omaha, Nebraska	$1.05M	$0	1	0.61%	Maintained
1252	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$1.04M	-$59.3K	1	0.74%	Reduced
1253	GC Garde Capital Seattle, Washington	$1.02M	$0	1	0.31%	Maintained
1254	RIM Regent Investment Management Louisville, Kentucky	$1.02M	-$7.09K	1	0.52%	Reduced
1255	Brighton Jones LLC Seattle, Washington	$1.02M	-$6.12K	1	0.23%	Reduced
1256	LWM LBA Wealth Management Jacksonville, Florida	$1.02M	+$11.3K	3	0.64%	Increased
1257	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$1.02M	+$228K	2	0.67%	Increased
1258	WIS Wright Investors Service Shelton, Connecticut	$1.02M	+$47.1K	2	0.49%	Increased
1259	1GA 1st Global Advisors Dallas, Texas	$1.01M	+$106K	2	0.15%	Increased
1260	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$1.01M	+$83K	1	0.3%	Increased
1261	Crestwood Advisors Group Boston, Massachusetts	$1.01M	-$4.63K	1	0.14%	Reduced
1262	RB Rodgers Brothers Harmony, Pennsylvania	$1.01M	-$388K	2	0.49%	Reduced
1263	ECAM East Coast Asset Management Essex, Massachusetts	$1M	+$4.18K	1	0.53%	Increased
1264	MIC Meridian Investment Counsel Lafayette, California	$1M	$0	1	0.69%	Maintained
1265	WPC White Pine Capital Bloomington, Minnesota	$1M	-$386K	1	0.41%	Reduced
1266	CBU CIBC Bank USA Chicago, Illinois	$997K	-$243K	1	0.18%	Reduced
1267	NFG Next Financial Group Houston, Texas	$997K	-$8.71K	4	0.32%	Reduced
1268	BCM BBT Capital Management Fort Worth, Texas	$989K	+$1M	1	0.1%	New
1269	IAM ICM Asset Management Spokane, Washington	$982K	-$304K	1	1.09%	Reduced
1270	JT Jump Trading Chicago, Illinois	$982K	+$994K	1	0.03%	New
1271	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$981K	+$170K	2	0.4%	Increased
1272	HL HeadInvest LLC Portland, Maine	$980K	+$1.64K	1	0.35%	Increased
1273	SAS Spectrum Advisory Services Atlanta, Georgia	$971K	$0	1	0.34%	Maintained
1274	CA Cornerstone Advisors Asheville, North Carolina	$966K	$0	1	0.2%	Maintained
1275	DBT Dubuque Bank & Trust Dubuque, Iowa	$962K	+$48.8K	4	0.14%	Increased