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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
1276	Ballentine Partners Waltham, Massachusetts	$392K	+$396K	1	0.05%	New
1277	MIP Marietta Investment Partners Milwaukee, Wisconsin	$392K	+$413K	1	0.17%	New
1278	WRM Weybosset Research & Management Province, Rhode Island	$387K	+$392K	1	0.29%	New
1279	Obermeyer Wealth Partners Aspen, Colorado	$385K	+$389K	1	0.11%	New
1280	Emerald Advisers Leola, Pennsylvania	$384K	+$388K	1	0.02%	New
1281	PRA Parametric Risk Advisors Westport, Connecticut	$380K	+$384K	1	0.03%	New
1282	MFW Meristem Family Wealth Minnetonka, Minnesota	$380K	+$384K	1	0.18%	New
1283	South Texas Money Management San Antonio, Texas	$378K	+$382K	1	0.03%	New
1284	SCM Stonebridge Capital Management Los Angeles, California	$370K	+$373K	1	0.17%	New
1285	LIC Lodestar Investment Counsel Chicago, Illinois	$369K	+$373K	1	0.14%	New
1286	Jasper Ridge Partners Menlo Park, California	$368K	+$346K	1	0.02%	New
1287	TC Taylor Cottrill New London, New Hampshire	$368K	+$371K	1	0.21%	New
1288	AWM Altavista Wealth Management Asheville, North Carolina	$367K	+$371K	1	0.25%	New
1289	AAM Aureus Asset Management Boston, Massachusetts	$366K	+$370K	1	0.13%	New
1290	TFA Transamerica Financial Advisors St. Petersburg, Florida	$365K	+$370K	4	0.06%	New
1291	ST Sentinel Trust Houston, Texas	$364K	+$369K	1	0.11%	New
1292	Chilton Capital Management Houston, Texas	$363K	+$367K	1	0.05%	New
1293	WCM Wisconsin Capital Management Madison, Wisconsin	$358K	+$378K	1	0.15%	New
1294	SAM Strategy Asset Managers Pasadena, California	$357K	+$336K	1	0.08%	New
1295	GIM Gyrus Investment Management Toronto, Ontario, Canada	$354K	+$339K	1	0.08%	New
1296	LBC Lawrence B. Cohen	$353K	+$357K	1	0.26%	New
1297	DF Dent & Co Baltimore, Maryland	$351K	+$355K	1	0.01%	New
1298	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$348K	+$351K	1	0.09%	New
1299	AWS Aris Wealth Services State College, Pennsylvania	$347K	+$335K	1	0.74%	New
1300	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$346K	+$354K	1	0.2%	New