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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	Diversified Trust Memphis, Tennessee	$522K	+$529K	1	0.04%	New
1352	SCM SOL Capital Management Rockville, Maryland	$521K	+$28.1K	1	0.21%	Increased
1353	DAM Delta Asset Management Memphis, Tennessee	$520K	+$23.4K	2	0.11%	Increased
1354	IH IFC Holdings Tampa, Florida	$511K	+$11.8K	1	0.09%	Increased
1355	Everett Harris & Co Los Angeles, California	$509K	$0	1	0.02%	Maintained
1356	SHGA Sand Hill Global Advisors Palo Alto, California	$505K	$0	1	0.1%	Maintained
1357	PEAK6 Group Chicago, Illinois	$500K	-$2.45M	3	0%	Reduced
1358	SOAMC Spirit of America Management Corp Syosset, New York	$496K	$0	1	0.2%	Maintained
1359	KT Kanaly Trust Houston, Texas	$494K	-$126K	3	0.09%	Reduced
1360	NIM NuWave Investment Management Parsippany, New Jersey	$494K	+$99.2K	2	1.27%	Increased
1361	PAS Partnervest Advisory Services Santa Barbara, California	$492K	+$19.5K	4	0.22%	Increased
1362	SC Sumit Capital New York	$491K	+$501K	2	2.05%	New
1363	WIL Winifred I. Li	$489K	-$30.9K	1	0.42%	Reduced
1364	PCA Peddock Capital Advisors Braintree, Massachusetts	$488K	$0	1	0.37%	Maintained
1365	TFA Transamerica Financial Advisors St. Petersburg, Florida	$488K	+$108K	4	0.04%	Increased
1366	HI Hudock Inc Williamsport, Pennsylvania	$484K	-$4.79K	3	0.55%	Reduced
1367	Obermeyer Wealth Partners Aspen, Colorado	$484K	$0	1	0.12%	Maintained
1368	VNB Valley National Bancorp New York	$483K	-$2.94K	1	0.57%	Reduced
1369	TC TFS Capital West Chester, Pennsylvania	$481K	+$230K	1	0.04%	Increased
1370	WRM Weybosset Research & Management Province, Rhode Island	$481K	$0	1	0.31%	Maintained
1371	CA Cornerstone Advisors Asheville, North Carolina	$479K	+$242K	1	0.1%	Increased
1372	QCMC Quantum Capital Management (California) San Francisco, California	$477K	+$9.72K	1	0.08%	Increased
1373	HPBT High Point Bank & Trust High Point, North Carolina	$475K	$0	1	0.15%	Maintained
1374	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$473K	+$11.7K	1	0.28%	Increased
1375	Group One Trading Chicago, Illinois	$472K	-$146K	3	0.01%	Reduced