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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	WA WealthTrust Axiom Wayne, Pennsylvania	$629K	-$6.74K	1	0.23%	Reduced
1302	KT Kanaly Trust Houston, Texas	$624K	+$23.5K	3	0.12%	Increased
1303	EP Wealth Advisors Torrance, California	$621K	-$46.7K	2	0.17%	Reduced
1304	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$619K	-$791K	1	0.62%	Reduced
1305	RCM Rotella Capital Management Bellevue, Washington	$619K	+$605K	1	0.76%	New
1306	QAM Quantres Asset Management Cayman, Cayman Islands	$612K	+$595K	2	0.72%	New
1307	FFSOTS Fiduciary Financial Services of The Southwest Dallas, Texas	$607K	+$176K	1	0.18%	Increased
1308	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$606K	$0	1	0.07%	Maintained
1309	SignatureFD Atlanta, Georgia	$605K	-$398K	3	0.24%	Reduced
1310	Hillsdale Investment Management Toronto, Ontario, Canada	$604K	-$50K	2	0.17%	Reduced
1311	IAM Integre Asset Management New York	$602K	+$198K	1	0.13%	Increased
1312	Group One Trading Chicago, Illinois	$598K	+$131K	2	0.01%	Increased
1313	PNAA Pictet North America Advisors Geneva 73, Switzerland	$598K	+$24.6K	1	0.16%	Increased
1314	IAM Impala Asset Management Palm Beach, Florida	$595K	+$366K	1	0.02%	Increased
1315	WOC West Oak Capital Westlake Village, California	$594K	-$2.87K	2	0.44%	Reduced
1316	BDF Balasa Dinverno & Foltz	$594K	-$3.38K	1	0.07%	Reduced
1317	CL CPWM LLC Seattle, Washington	$593K	+$23.3K	1	0.23%	Increased
1318	VC Vicus Capital State College, Pennsylvania	$590K	+$116K	1	0.2%	Increased
1319	PHS Pekin Hardy Strauss Chicago, Illinois	$584K	$0	1	0.1%	Maintained
1320	SRC Shufro Rose & Co New York	$584K	$0	1	0.06%	Maintained
1321	GD Grandfield & Dodd New York	$582K	+$13.7K	1	0.09%	Increased
1322	JT Jump Trading Chicago, Illinois	$582K	+$569K	1	0.03%	New
1323	SAM Strategy Asset Managers Pasadena, California	$579K	-$98.7K	2	0.12%	Reduced
1324	LWI Long Wharf Investors Boston, Massachusetts	$577K	-$68.6K	1	0.49%	Reduced
1325	ALPS Advisors Denver, Colorado	$574K	-$649K	1	0.01%	Reduced