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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	CAM Cortina Asset Management Milwaukee, Wisconsin	$639K	+$610K	1	0.02%	New
1302	ARMC American Research & Management Company Marion, Massachusetts	$635K	-$11.7K	2	0.22%	Reduced
1303	LC Lourd Capital Beverly Hills, California	$627K	+$160K	1	0.07%	Increased
1304	RAM Redmond Asset Management Henrico, Virginia	$627K	+$73.5K	1	0.31%	Increased
1305	CCA Checchi Capital Advisers Beverly Hills, California	$623K	+$147K	1	0.28%	Increased
1306	Wealthfront Palo Alto, California	$623K	+$150K	3	0.05%	Increased
1307	Wedbush Securities Los Angeles, California	$621K	-$386K	1	0.1%	Reduced
1308	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$617K	-$11.3K	1	0.13%	Reduced
1309	BAM Brave Asset Management Summit, New Jersey	$612K	$0	2	0.43%	Maintained
1310	T TradeWorx Red Bank, New Jersey	$612K	+$608K	2	0.5%	New
1311	CAS CTC Alternative Strategies Chicago, Illinois	$610K	+$388K	2	0.51%	Increased
1312	EP Wealth Advisors Torrance, California	$607K	$0	2	0.14%	Maintained
1313	IAM Integre Asset Management New York	$606K	-$16.2K	1	0.13%	Reduced
1314	FFSOTS Fiduciary Financial Services of The Southwest Dallas, Texas	$600K	$0	1	0.17%	Maintained
1315	WA WealthTrust Axiom Wayne, Pennsylvania	$600K	-$13.8K	1	0.2%	Reduced
1316	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$599K	$0	1	0.08%	Maintained
1317	ALPS Advisors Denver, Colorado	$592K	+$15.4K	1	0.01%	Increased
1318	G Glenrock New York	$592K	-$140K	1	11.15%	Reduced
1319	BDF Balasa Dinverno & Foltz	$589K	+$2.28K	1	0.07%	Increased
1320	LWI Long Wharf Investors Boston, Massachusetts	$584K	+$14.1K	1	0.46%	Increased
1321	VC Vicus Capital State College, Pennsylvania	$583K	$0	1	0.19%	Maintained
1322	RC Roundview Capital Princeton, New Jersey	$582K	+$16.6K	1	0.24%	Increased
1323	CL CPWM LLC Seattle, Washington	$580K	-$5.89K	1	0.21%	Reduced
1324	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$577K	+$50.1K	1	0.29%	Increased
1325	PHS Pekin Hardy Strauss Chicago, Illinois	$577K	$0	1	0.09%	Maintained