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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	CP Cinque Partners Los Angeles, California	$513K	$0	1	0.87%	Maintained
1352	OA Outfitter Advisors Mclean, Virginia	$512K	-$92.9K	1	0.22%	Reduced
1353	ICM IMS Capital Management Portland, Oregon	$511K	+$91K	1	0.61%	Increased
1354	Wedbush Securities Los Angeles, California	$511K	-$213K	1	0.1%	Reduced
1355	PMG ProVise Management Group Clearwater, Florida	$507K	+$63.6K	1	0.12%	Increased
1356	CPA Capital Planning Advisors Roseville, California	$504K	-$630K	1	0.33%	Reduced
1357	DI Diligent Investors Redlands, California	$503K	$0	1	0.54%	Maintained
1358	EP Edgestream Partners Princeton, New Jersey	$502K	-$216K	1	0.88%	Reduced
1359	WOC West Oak Capital Westlake Village, California	$497K	+$3.45K	3	0.4%	Increased
1360	IC IKOS CIF Limassol, Cyprus	$496K	+$408K	2	1.45%	Increased
1361	TC Taylor Cottrill New London, New Hampshire	$494K	+$157K	1	0.27%	Increased
1362	AB AT Bancorp Dubuque, Iowa	$481K	+$1.11K	1	0.14%	Increased
1363	MIP Marietta Investment Partners Milwaukee, Wisconsin	$481K	$0	1	0.19%	Maintained
1364	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$481K	$0	1	0.12%	Maintained
1365	YMRC Yorktown Management & Research Company Forest, Virginia	$477K	-$234K	2	0.08%	Reduced
1366	SAM Symphony Asset Management San Francisco, California	$475K	-$1.16M	1	0.06%	Reduced
1367	Homrich & Berg Atlanta, Georgia	$473K	-$29.5K	1	0.05%	Reduced
1368	CIA Capital Impact Advisors Boston, Massachusetts	$467K	$0	1	0.24%	Maintained
1369	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$467K	+$91.5K	2	0.13%	Increased
1370	BAS Brown Advisory Securities Baltimore, Maryland	$463K	+$81.7K	1	0.17%	Increased
1371	RIG Roosevelt Investment Group New York	$461K	-$113K	1	0.03%	Reduced
1372	TC TFS Capital West Chester, Pennsylvania	$454K	-$14.4K	1	0.04%	Reduced
1373	BO Bank OZK Little Rock, Arkansas	$452K	+$40.3K	1	0.17%	Increased
1374	GD Grandfield & Dodd New York	$452K	+$14.7K	1	0.08%	Increased
1375	LFR Lehman Financial Resources Media, Pennsylvania	$449K	+$14.8K	4	0.23%	Increased