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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
1351	LC Lubar & Co Milwaukee, Wisconsin	$259K	+$262K	1	0.27%	New
1352	WTB Washington Trust Bank Spokane, Washington	$259K	+$262K	1	0.07%	New
1353	HF Hoxton Financial Shepherdstown, West Virginia	$257K	+$252K	3	0.15%	New
1354	NES New England Securities New York	$257K	+$253K	5	0.17%	New
1355	TAS TIFF Advisory Services Radnor, Pennsylvania	$257K	+$241K	1	0.12%	New
1356	NL NWAM LLC Mercer Island, Washington	$256K	+$259K	1	0.13%	New
1357	SC Schulhoff & Co Cincinnati, Ohio	$254K	+$256K	1	0.19%	New
1358	DAM Doheny Asset Management Los Angeles, California	$253K	+$237K	1	0.14%	New
1359	FAT First American Trust Santa Ana, California	$253K	+$255K	1	0.1%	New
1360	Rockefeller Financial Services New York	$251K	+$254K	1	0.01%	New
1361	CAS CTC Alternative Strategies Chicago, Illinois	$251K	+$254K	1	0.07%	New
1362	Financial Engines Advisors Santa Clara, California	$249K	+$255K	1	0.21%	New
1363	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$248K	+$234K	1	0.04%	New
1364	LJHT Laurie J. Hall Trustee	$244K	+$247K	1	0.22%	New
1365	LD Lipe & Dalton Syracuse, New York	$244K	+$246K	1	0.2%	New
1366	CC Cornerstone Capital Palo Alto, California	$242K	+$245K	1	0.08%	New
1367	MI Mercer Investments Boston, Massachusetts	$235K	+$237K	1	0.47%	New
1368	MLL Moody Lynn & Lieberson Boston, Massachusetts	$234K	+$240K	1	0.04%	New
1369	LG LaFleur & Godfrey Grand Rapids, Michigan	$233K	+$225K	1	0.07%	New
1370	FCM Firsthand Capital Management San Jose, California	$232K	+$235K	1	0.23%	New
1371	RBF Capital San Francisco, California	$232K	+$235K	1	0.07%	New
1372	WIS Wright Investors Service Shelton, Connecticut	$231K	+$234K	1	0.11%	New
1373	FHB First Hawaiian Bank Honolulu, Hawaii	$230K	+$227K	2	0.05%	New
1374	MIS Morningstar Investment Services Chicago, Illinois	$230K	+$232K	1	0.02%	New
1375	Prospera Financial Services Dallas, Texas	$230K	+$228K	1	0.11%	New