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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
1376	Rockefeller Financial Services New York	$472K	+$26.2K	1	0.01%	Increased
1377	ICM IMS Capital Management Portland, Oregon	$471K	+$11.7K	1	0.51%	Increased
1378	DF Dent & Co Baltimore, Maryland	$470K	+$46.8K	1	0.01%	Increased
1379	CAL Capital Advisors Ltd Shaker Heights, Ohio	$469K	$0	1	0.26%	Maintained
1380	AF Aldebaran Financial	$467K	+$53.5K	1	0.37%	Increased
1381	GCG Giovine Capital Group Santa Monica, California	$464K	$0	1	0.25%	Maintained
1382	UR USCA RIA Houston, Texas	$461K	+$85.4K	1	0.15%	Increased
1383	BCM Birmingham Capital Management Birmingham, Alabama	$459K	$0	2	0.17%	Maintained
1384	TC Taylor Cottrill New London, New Hampshire	$457K	$0	1	0.22%	Maintained
1385	JCM Janney Capital Management Pittsburgh, Pennsylvania	$454K	+$188K	1	0.03%	Increased
1386	AHC Anderson Hoagland & Co St Louis, Missouri	$450K	$0	1	0.29%	Maintained
1387	BCA Benchmark Capital Advisors New York	$448K	-$38.8K	1	0.28%	Reduced
1388	VNA VNBTrust National Association Charlottesville, Virginia	$446K	-$2.58K	1	0.22%	Reduced
1389	Highbridge Capital Management New York	$445K	-$20.5M	1	0.01%	Reduced
1390	South Texas Money Management San Antonio, Texas	$436K	+$3.17K	1	0.03%	Increased
1391	HT HAP Trading New York	$432K	+$444K	1	0.02%	New
1392	Emerald Advisers Leola, Pennsylvania	$430K	-$15.9K	1	0.02%	Reduced
1393	CHAM Clear Harbor Asset Management Stamford, Connecticut	$429K	$0	1	0.09%	Maintained
1394	OC Oarsman Capital Milwaukee, Wisconsin	$424K	+$7.07K	1	0.31%	Increased
1395	AWM Altavista Wealth Management Asheville, North Carolina	$413K	$0	1	0.26%	Maintained
1396	PO Private Ocean San Rafael, California	$413K	$0	1	0.31%	Maintained
1397	GGPS Gary Goldberg Planning Services Suffern, New York	$409K	-$39.4K	4	0.18%	Reduced
1398	LPC Loeb Partners Corp New York	$404K	$0	1	0.12%	Maintained
1399	AAM Aureus Asset Management Boston, Massachusetts	$402K	$0	1	0.1%	Maintained
1400	MIP Marietta Investment Partners Milwaukee, Wisconsin	$396K	$0	1	0.16%	Maintained