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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
1476	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$285K	-$6.13K	1	0.13%	Reduced
1477	FCM Firsthand Capital Management San Jose, California	$285K	$0	1	0.14%	Maintained
1478	RBF Capital San Francisco, California	$285K	$0	1	0.07%	Maintained
1479	BTCOSD Bankers Trust Company of South Dakota Des Moines, Iowa	$284K	$0	1	0.19%	Maintained
1480	CC Cornerstone Capital Palo Alto, California	$278K	$0	1	0.08%	Maintained
1481	JCM Janney Capital Management Pittsburgh, Pennsylvania	$276K	+$21.6K	1	0.02%	Increased
1482	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$275K	-$1.64K	2	0.13%	Reduced
1483	CPA Court Place Advisors Ellicott City, Maryland	$274K	+$261K	1	0.21%	New
1484	HCM Harvey Capital Management Palm Beach, Florida	$273K	+$260K	1	0.11%	New
1485	NIM NuWave Investment Management Parsippany, New Jersey	$270K	-$1.38M	2	0.24%	Reduced
1486	PL Parthenon LLC Louisville, Kentucky	$267K	+$5.38K	1	0.08%	Increased
1487	ZDA Zweig-DiMenna Associates New York	$267K	+$252K	1	0.01%	New
1488	PTC Provident Trust Company Waukesha, Wisconsin	$265K	$0	1	0.02%	Maintained
1489	AGM Alpine Global Management New York	$263K	+$250K	1	0.43%	New
1490	FA FCG Advisors Chatham, New Jersey	$262K	+$27.4K	1	0.18%	Increased
1491	GIM Greylin Investment Management Orange, Virginia	$262K	+$238K	1	0.06%	New
1492	LJAC L.J. Altfest & Co New York	$262K	+$249K	1	0.22%	New
1493	Modera Wealth Management Westwood, New Jersey	$259K	+$247K	1	0.1%	New
1494	ACM Alpha Capital Management Austin, Texas	$256K	+$2.18K	1	0.21%	Increased
1495	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$256K	$0	1	0.09%	Maintained
1496	NCM Novare Capital Management Charlotte, North Carolina	$255K	$0	1	0.07%	Maintained
1497	SWM Segment Wealth Management Houston, Texas	$254K	$0	1	0.13%	Maintained
1498	CPO Cerity Partners OCIO New York	$251K	$0	1	0.04%	Maintained
1499	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$251K	$0	1	0.02%	Maintained
1500	PA Parkside Advisors Berkeley, California	$251K	+$239K	1	0.21%	New