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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
1301	SIM Spark Investment Management New York	$341K	+$351K	1	0.09%	New
1302	BO Bank OZK Little Rock, Arkansas	$337K	+$341K	1	0.25%	New
1303	RHBC R.H. Bluestein & Co Birmingham, Michigan	$333K	+$313K	1	0.03%	New
1304	DBT Dubuque Bank & Trust Dubuque, Iowa	$327K	+$314K	3	0.06%	New
1305	CHAM Clear Harbor Asset Management Stamford, Connecticut	$326K	+$329K	1	0.1%	New
1306	PAS Partnervest Advisory Services Santa Barbara, California	$326K	+$329K	4	0.15%	New
1307	WIC Wilkins Investment Counsel Boston, Massachusetts	$323K	+$326K	1	0.15%	New
1308	Parallax Volatility Advisers San Francisco, California	$322K	+$316K	3	0%	New
1309	SHGA Sand Hill Global Advisors Palo Alto, California	$318K	+$322K	1	0.09%	New
1310	AWCI Alpine Woods Capital Investors Purchase, New York	$315K	+$296K	1	0.02%	New
1311	RCA Rex Capital Advisors Providence, Rhode Island	$314K	+$318K	1	0.25%	New
1312	FLC Francis L. Coolidge	$314K	+$317K	1	0.38%	New
1313	FIAS FinTrust Investment Advisory Services Greenville, South Carolina	$312K	+$315K	1	0.54%	New
1314	TWI Thomas White International Chicago, Illinois	$311K	+$294K	2	0.05%	New
1315	IB Intrust Bank Wichita, Kansas	$310K	+$313K	1	0.14%	New
1316	Intact Investment Management Montreal, Quebec, Canada	$307K	+$310K	1	0.02%	New
1317	ACM Alpha Capital Management Austin, Texas	$306K	+$310K	1	0.29%	New
1318	EP Wealth Advisors Torrance, California	$306K	+$287K	1	0.11%	New
1319	KBG Kahn Brothers Group New York	$303K	+$312K	1	0.05%	New
1320	PFS Penseco Financial Services Scranton, Pennsylvania	$302K	+$306K	1	0.23%	New
1321	ACM Aviance Capital Management Sarasota, Florida	$299K	+$288K	1	0.16%	New
1322	MBT Montecito Bank & Trust Santa Barbara, California	$299K	+$302K	1	0.2%	New
1323	Exencial Wealth Advisors Oklahoma City, Oklahoma	$298K	+$262K	1	0.15%	New
1324	TRIM Thompson Rubinstein Investment Management Portland, Oregon	$297K	+$301K	1	0.13%	New
1325	QAM QCI Asset Management Pittsford, New York	$295K	+$298K	1	0.06%	New