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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	ARMC American Research & Management Company Marion, Massachusetts	$583K	$0	2	0.21%	Maintained
1277	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$570K	-$604K	1	0.11%	Reduced
1278	CL CPWM LLC Seattle, Washington	$564K	+$34.9K	1	0.21%	Increased
1279	SC Schulhoff & Co Cincinnati, Ohio	$564K	+$252	2	0.35%	Increased
1280	Wedbush Securities Los Angeles, California	$563K	-$5.21K	1	0.09%	Reduced
1281	TC TradeLink Capital Chicago, Illinois	$562K	-$270K	2	0.9%	Reduced
1282	CPP Crow Point Partners Boston, Massachusetts	$561K	+$538K	1	0.07%	New
1283	FFA First Foundation Advisors Irvine, California	$561K	+$64.8K	1	0.06%	Increased
1284	BB Bell Bank Fargo, North Dakota	$558K	-$34.3K	1	0.4%	Reduced
1285	ALPS Advisors Denver, Colorado	$556K	-$19.8K	1	0%	Reduced
1286	FFSOTS Fiduciary Financial Services of The Southwest Dallas, Texas	$554K	+$5.97K	1	0.16%	Increased
1287	WA WealthTrust Axiom Wayne, Pennsylvania	$550K	-$13.3K	1	0.19%	Reduced
1288	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$548K	$0	1	0.08%	Maintained
1289	BDF Balasa Dinverno & Foltz	$539K	$0	1	0.08%	Maintained
1290	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$535K	+$46.8K	1	0.02%	Increased
1291	GD Grandfield & Dodd New York	$532K	+$5.9K	1	0.08%	Increased
1292	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$530K	-$36.4K	1	0.14%	Reduced
1293	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$528K	+$43.5K	1	0.21%	Increased
1294	OC Oakworth Capital Birmingham, Alabama	$528K	$0	2	0.31%	Maintained
1295	PHS Pekin Hardy Strauss Chicago, Illinois	$528K	$0	1	0.09%	Maintained
1296	WOC West Oak Capital Westlake Village, California	$528K	$0	2	0.4%	Maintained
1297	CA Cornerstone Advisors Asheville, North Carolina	$527K	$0	1	0.1%	Maintained
1298	JCM Janney Capital Management Pittsburgh, Pennsylvania	$525K	+$114K	1	0.03%	Increased
1299	VC Vicus Capital State College, Pennsylvania	$522K	-$11.3K	1	0.17%	Reduced
1300	WCP Welch Capital Partners Harrison, New York	$518K	$0	1	0.17%	Maintained