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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
1401	NL NWAM LLC Mercer Island, Washington	$258K	-$38.1K	1	0.13%	Reduced
1402	PTC Provident Trust Company Waukesha, Wisconsin	$251K	$0	1	0.02%	Maintained
1403	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$249K	+$1.9K	2	0.13%	Increased
1404	PL Parthenon LLC Louisville, Kentucky	$248K	$0	1	0.08%	Maintained
1405	BTCOSD Bankers Trust Company of South Dakota Des Moines, Iowa	$245K	$0	1	0.16%	Maintained
1406	Moneta Group Investment Advisors St Louis, Missouri	$243K	$0	1	0.16%	Maintained
1407	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$242K	+$10.4K	1	0.09%	Increased
1408	NCM Novare Capital Management Charlotte, North Carolina	$242K	+$233K	1	0.08%	New
1409	SWM Segment Wealth Management Houston, Texas	$241K	$0	1	0.13%	Maintained
1410	ACM Alpha Capital Management Austin, Texas	$240K	-$111K	1	0.21%	Reduced
1411	JCM Janney Capital Management Pittsburgh, Pennsylvania	$240K	+$232K	1	0.02%	New
1412	CPO Cerity Partners OCIO New York	$238K	+$230K	1	0.04%	New
1413	FIB First Interstate Bank Billings, Montana	$237K	-$26K	1	0.06%	Reduced
1414	GBA Garrison Bradford & Associates New York	$237K	$0	1	0.24%	Maintained
1415	NSIM North Star Investment Management Chicago, Illinois	$237K	+$262	1	0.06%	Increased
1416	FBT Founders Bank & Trust Grand Rapids, Michigan	$234K	$0	3	0.12%	Maintained
1417	IMS Index Management Solutions Philadelphia, Pennsylvania	$234K	+$224K	3	0.07%	New
1418	WG Winchester Group New York	$230K	+$223K	1	0.05%	New
1419	SJL Shayne & Jacobs LLC Nashville, Tennessee	$227K	+$219K	1	0.21%	New
1420	WIC Wood Investment Counsel Denver, Colorado	$223K	+$215K	1	0.04%	New
1421	FA FCG Advisors Chatham, New Jersey	$221K	+$213K	1	0.16%	New
1422	CASB Cape Ann Savings Bank Glocuster, Massachusetts	$217K	+$209K	1	0.37%	New
1423	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$216K	+$208K	1	0.01%	New
1424	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$216K	$0	1	0.63%	Maintained
1425	SFT Simmons First Trust Pine Bluff, Arkansas	$216K	+$208K	1	0.08%	New