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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	YMRC Yorktown Management & Research Company Forest, Virginia	$588K	$0	2	0.13%	Maintained
1377	Cetera Investment Advisers Schaumburg, Illinois	$586K	-$1.99K	2	0.25%	Reduced
1378	GIM Groesbeck Investment Management Paramus, New Jersey	$586K	$0	1	0.43%	Maintained
1379	VWM Venturi Wealth Management Austin, Texas	$586K	-$97.8K	1	0.19%	Reduced
1380	TC Telemus Capital Southfield, Michigan	$585K	-$5.17K	1	0.07%	Reduced
1381	WOC West Oak Capital Westlake Village, California	$583K	+$94.8K	3	0.4%	Increased
1382	PCA Peddock Capital Advisors Braintree, Massachusetts	$583K	+$163K	2	0.36%	Increased
1383	RHJA Rice Hall James & Associates San Diego, California	$583K	-$26.7K	1	0.03%	Reduced
1384	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$581K	$0	2	0.07%	Maintained
1385	Members Trust Tampa, Florida	$581K	-$1.52K	1	0.04%	Reduced
1386	CI Cowen Inc New York	$580K	+$587K	1	0.03%	New
1387	FBC Fairfield, Bush & Co Darien, Connecticut	$580K	-$39.5K	1	0.19%	Reduced
1388	ACP Aviance Capital Partners Naples, Florida	$578K	-$1.39M	1	0.2%	Reduced
1389	CIM CIM Investment Management Pittsburgh, Pennsylvania	$577K	-$49.5K	1	0.22%	Reduced
1390	SWM SVA Wealth Management Madison, Wisconsin	$575K	-$34.4K	2	0.09%	Reduced
1391	PAM Premier Asset Management Chicago, Illinois	$574K	$0	1	0.14%	Maintained
1392	Grimes & Company Westborough, Massachusetts	$570K	-$2.63M	1	0.08%	Reduced
1393	TCI Wealth Advisors Tucson, Arizona	$570K	-$7.75K	3	0.31%	Reduced
1394	BAS Brown Advisory Securities Baltimore, Maryland	$566K	+$3.78K	1	0.17%	Increased
1395	Global X Management Company New York	$565K	+$341K	3	0.03%	Increased
1396	FC FIC Capital New York	$561K	+$2.12K	1	0.25%	Increased
1397	AssetMark Inc Concord, California	$560K	+$4.31K	4	0.01%	Increased
1398	Braun Stacey Associates New York	$559K	+$280K	1	0.04%	Increased
1399	ICM IMS Capital Management Portland, Oregon	$559K	+$21.1K	1	0.64%	Increased
1400	ICOA Investment Centers of America Bismarck, North Dakota	$559K	$0	1	0.06%	Maintained