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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	DCM Dynamic Capital Management St. Helier, Jersey	$420K	+$411K	1	0.14%	New
1402	EGA E&G Advisors Houston, Texas	$420K	+$410K	1	0.33%	New
1403	AF Aldebaran Financial	$419K	-$52.2K	1	0.37%	Reduced
1404	AWM Altavista Wealth Management Asheville, North Carolina	$418K	-$22.8K	1	0.25%	Reduced
1405	PO Private Ocean San Rafael, California	$418K	-$5K	1	0.31%	Reduced
1406	LPC Loeb Partners Corp New York	$409K	-$582K	1	0.14%	Reduced
1407	AAM Aureus Asset Management Boston, Massachusetts	$407K	-$32K	1	0.1%	Reduced
1408	NIM NuWave Investment Management Parsippany, New Jersey	$406K	+$122K	3	1.2%	Increased
1409	BCM Bluefin Capital Management New York	$400K	+$350K	1	0.03%	New
1410	Edgewood Management Greenwich, Connecticut	$397K	$0	1	0%	Maintained
1411	RCA Rex Capital Advisors Providence, Rhode Island	$395K	$0	1	0.4%	Maintained
1412	KBG Kahn Brothers Group New York	$391K	$0	1	0.06%	Maintained
1413	WCM Wisconsin Capital Management Madison, Wisconsin	$388K	$0	1	0.15%	Maintained
1414	OIM Orca Investment Management Roseburg, Oregon	$387K	$0	1	0.32%	Maintained
1415	MBT Montecito Bank & Trust Santa Barbara, California	$383K	+$18K	1	0.24%	Increased
1416	UR USCA RIA Houston, Texas	$381K	+$790	1	0.14%	Increased
1417	TFA Transamerica Financial Advisors St. Petersburg, Florida	$377K	-$488K	5	0.04%	Reduced
1418	TRIM Thompson Rubinstein Investment Management Portland, Oregon	$374K	$0	1	0.15%	Maintained
1419	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$373K	-$718	1	0.09%	Reduced
1420	LCM Logan Capital Management Newtown Square, Pennsylvania	$373K	+$575	1	0.03%	Increased
1421	FC Fayerweather Charles	$372K	+$21.7K	1	1.29%	Increased
1422	IT Independence Trust Franklin, Tennessee	$372K	$0	1	0.26%	Maintained
1423	MAM Marquette Asset Management Minneapolis, Minnesota	$370K	$0	1	0.16%	Maintained
1424	AIM Aspen Investment Management Grand Rapids, Michigan	$369K	$0	1	0.24%	Maintained
1425	SLG Stanley-Laman Group Berwyn, Pennsylvania	$368K	+$360K	1	0.06%	New