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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	CK Carnick & Kubik Colorado Springs, Colorado	$961K	+$64.5K	1	0.8%	Increased
1277	JIP Jaffetilchin Investment Partners Tampa, Florida	$958K	+$478K	2	0.29%	Increased
1278	EML Eos Management LP New York	$956K	$0	1	0.61%	Maintained
1279	AIM Assured Investment Management New York	$954K	+$919K	2	0.02%	New
1280	PCM Price Capital Management Lafayette, Louisiana	$954K	+$912K	2	0.59%	New
1281	RC Randolph Company Cincinnati, Ohio	$953K	+$965K	1	0.21%	New
1282	GIS Guardian Investor Services New York	$947K	-$24K	3	0.75%	Reduced
1283	ICRM Insight Capital Research & Management Walnut Creek, California	$931K	+$2.17K	1	0.23%	Increased
1284	IB Intrust Bank Wichita, Kansas	$930K	-$78.3K	1	0.33%	Reduced
1285	CIA CCM Investment Advisers Columbia, South Carolina	$928K	-$877K	1	0.09%	Reduced
1286	CPIM Columbia Partners Investment Management Alexandria, Virginia	$928K	-$1.75M	1	0.05%	Reduced
1287	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$927K	-$68K	1	0.36%	Reduced
1288	BC Banced Corp Edwardsville, Illinois	$926K	-$322K	2	1.31%	Reduced
1289	Bridgewater Associates Westport, Connecticut	$921K	-$1.69M	2	0.01%	Reduced
1290	AHC Anderson Hoagland & Co St Louis, Missouri	$918K	+$495K	1	0.53%	Increased
1291	FMT First Mercantile Trust Cordova, Tennessee	$917K	+$35.6K	1	0.08%	Increased
1292	MCM Manchester Capital Management Manchester, Vermont	$911K	-$158K	2	0.14%	Reduced
1293	WSCM Wellington Shields Capital Management New York	$909K	$0	1	0.14%	Maintained
1294	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$908K	+$28.5K	2	0.58%	Increased
1295	CTI Community Trust & Investment Versailles, Kentucky	$903K	-$5.97K	1	0.12%	Reduced
1296	CFA Carroll Financial Associates Charlotte, North Carolina	$901K	+$23.8K	1	0.4%	Increased
1297	Sigma Planning Corp Ann Arbor, Michigan	$892K	-$474K	1	0.12%	Reduced
1298	BA Bard Associates Chicago, Illinois	$889K	-$29.8K	1	0.43%	Reduced
1299	KL KWMG LLC Overland Park, Kansas	$888K	+$499K	2	0.71%	Increased
1300	DBIA Dumont & Blake Investment Advisors Princeton, New Jersey	$876K	+$29.6K	1	0.43%	Increased