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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	BDF Balasa Dinverno & Foltz	$725K	+$36.2K	2	0.13%	Increased
1327	NAM Nichols Asset Management Sudbury, Massachusetts	$725K	$0	1	1.47%	Maintained
1328	WCF West Coast Financial Santa Barbara, California	$724K	+$20.4K	1	0.26%	Increased
1329	CAS Cue Advisory Services Phoenix, Arizona	$720K	-$25.9K	1	0.62%	Reduced
1330	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$714K	-$126K	1	0.39%	Reduced
1331	Cubist Systematic Strategies Stamford, Connecticut	$703K	-$6.76M	2	0.04%	Reduced
1332	CPA Capital Planning Advisors Roseville, California	$694K	-$10.1K	1	0.39%	Reduced
1333	VIM Veritas Investment Management London, United Kingdom	$694K	$0	1	0.13%	Maintained
1334	PMG ProVise Management Group Clearwater, Florida	$692K	$0	1	0.13%	Maintained
1335	VWM Venturi Wealth Management Austin, Texas	$692K	-$3.07K	2	0.24%	Reduced
1336	WTB Washington Trust Bank Spokane, Washington	$680K	-$25K	4	0.18%	Reduced
1337	Chilton Capital Management Houston, Texas	$678K	-$511K	1	0.07%	Reduced
1338	SC Stralem & Co New York	$677K	$0	1	0.08%	Maintained
1339	BWM BerganKDV Wealth Management Bloomington, Minnesota	$674K	+$90.8K	1	0.29%	Increased
1340	Heritage Wealth Advisors Richmond, Virginia	$674K	+$355K	1	0.46%	Increased
1341	Obermeyer Wealth Partners Aspen, Colorado	$674K	+$48.2K	1	0.07%	Increased
1342	TSS Two Sigma Securities New York	$674K	+$183K	1	0.37%	Increased
1343	HCM Hutchinson Capital Management San Rafael, California	$672K	$0	1	0.2%	Maintained
1344	Ronald Blue & Co Roswell, Georgia	$672K	+$234K	2	0.03%	Increased
1345	IMAS ID Management A/S Randers, Denmark	$667K	$0	1	0.21%	Maintained
1346	Shinko Asset Management Company Tokyo, Japan	$665K	-$39.2K	3	0%	Reduced
1347	KP Keel Point Huntsville, Alabama	$657K	+$273K	1	0.28%	Increased
1348	BA Bard Associates Chicago, Illinois	$656K	-$6.78K	1	0.35%	Reduced
1349	LGC Laurel Grove Capital Los Angeles, California	$656K	+$168K	1	0.39%	Increased
1350	NBG Nancy B. Gardiner	$650K	+$113K	1	2.08%	Increased