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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	UR USCA RIA Houston, Texas	$696K	+$203K	2	0.19%	Increased
1327	Sageworth Trust Lancaster, Pennsylvania	$689K	+$649K	1	0.21%	New
1328	ACM Aviance Capital Management Sarasota, Florida	$687K	+$4.53K	1	0.02%	Increased
1329	FPFS First Personal Financial Services Charlotte, North Carolina	$686K	+$648K	4	0.4%	New
1330	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$683K	-$3.41M	2	0.12%	Reduced
1331	SignatureFD Atlanta, Georgia	$680K	-$58.3K	3	0.17%	Reduced
1332	PMG ProVise Management Group Clearwater, Florida	$674K	-$43.8K	1	0.14%	Reduced
1333	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$671K	$0	2	0.08%	Maintained
1334	IRS Invictus RG (Singapore) Singapore	$668K	+$261K	4	0.72%	Increased
1335	Advisors Capital Management Ridgewood, New Jersey	$663K	-$478K	1	0.08%	Reduced
1336	Jupiter Investment Management London, United Kingdom	$660K	-$3.45M	1	0.02%	Reduced
1337	SCA Samson Capital Advisors New York	$658K	+$617K	2	0.54%	New
1338	SC Schulhoff & Co Cincinnati, Ohio	$647K	+$24.1K	2	0.39%	Increased
1339	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$644K	+$65K	1	0.25%	Increased
1340	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$641K	+$600K	3	0.48%	New
1341	Wedbush Securities Los Angeles, California	$639K	+$25K	1	0.1%	Increased
1342	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$638K	+$35K	1	0.29%	Increased
1343	ARMC American Research & Management Company Marion, Massachusetts	$635K	$0	2	0.23%	Maintained
1344	CIC Cornercap Investment Counsel Atlanta, Georgia	$632K	+$386K	1	0.11%	Increased
1345	IIM Ironwood Investment Management Boston, Massachusetts	$630K	-$38.6K	1	0.11%	Reduced
1346	IC IKOS CIF Limassol, Cyprus	$629K	-$23.8K	2	1.07%	Reduced
1347	Koshinski Asset Management Decatur, Illinois	$629K	+$592K	1	0.36%	New
1348	WOC West Oak Capital Westlake Village, California	$626K	+$48.3K	2	0.46%	Increased
1349	AB AT Bancorp Dubuque, Iowa	$626K	-$75.1K	1	0.19%	Reduced
1350	HT HighTower Trust Houston, Texas	$625K	-$164K	1	0.09%	Reduced