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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
1326	AHC Anderson Hoagland & Co St Louis, Missouri	$420K	+$406K	1	0.29%	New
1327	BCM Birmingham Capital Management Birmingham, Alabama	$420K	+$173K	2	0.17%	Increased
1328	SCM Stonebridge Capital Management Los Angeles, California	$420K	-$7.46K	1	0.19%	Reduced
1329	PGAM Platinum Grove Asset Management Purchase, New York	$419K	+$399K	2	1.38%	New
1330	AWM Altavista Wealth Management Asheville, North Carolina	$418K	-$7.39K	1	0.27%	Reduced
1331	CHAM Clear Harbor Asset Management Stamford, Connecticut	$410K	+$31.3K	1	0.11%	Increased
1332	DF Dent & Co Baltimore, Maryland	$407K	$0	1	0.01%	Maintained
1333	TWI Thomas White International Chicago, Illinois	$406K	+$46.2K	2	0.06%	Increased
1334	RCM Rotella Capital Management Bellevue, Washington	$399K	+$385K	1	0.74%	New
1335	PFS Penseco Financial Services Scranton, Pennsylvania	$398K	+$45K	2	0.28%	Increased
1336	DBT Dubuque Bank & Trust Dubuque, Iowa	$396K	+$10.8K	3	0.08%	Increased
1337	GGPS Gary Goldberg Planning Services Suffern, New York	$394K	-$165K	4	0.24%	Reduced
1338	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$393K	-$123K	1	0.16%	Reduced
1339	FFSOTS Fiduciary Financial Services of The Southwest Dallas, Texas	$389K	+$375K	1	0.13%	New
1340	LBC Lawrence B. Cohen	$388K	-$20.8K	1	0.29%	Reduced
1341	MIP Marietta Investment Partners Milwaukee, Wisconsin	$383K	$0	1	0.15%	Maintained
1342	SAM Strategy Asset Managers Pasadena, California	$381K	-$29.1K	1	0.09%	Reduced
1343	LCM Logan Capital Management Newtown Square, Pennsylvania	$377K	-$34.9K	1	0.03%	Reduced
1344	MBT Montecito Bank & Trust Santa Barbara, California	$377K	+$29.3K	1	0.25%	Increased
1345	WIC Wilkins Investment Counsel Boston, Massachusetts	$375K	$0	1	0.17%	Maintained
1346	TFA Transamerica Financial Advisors St. Petersburg, Florida	$372K	-$27K	4	0.05%	Reduced
1347	GIM Gyrus Investment Management Toronto, Ontario, Canada	$369K	-$29K	1	0.08%	Reduced
1348	RCA Rex Capital Advisors Providence, Rhode Island	$365K	$0	1	0.4%	Maintained
1349	AWCI Alpine Woods Capital Investors Purchase, New York	$363K	+$370	1	0.02%	Increased
1350	CI Cowen Inc New York	$361K	+$369K	1	0.05%	New