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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	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$357K	+$336K	1	0.33%	New
1477	DAM Delta Asset Management Memphis, Tennessee	$356K	-$158K	2	0.07%	Reduced
1478	KLWA Kelly Lawrence W & Associates Pasadens, California	$356K	$0	1	0.07%	Maintained
1479	SAM Security Asset Management New York	$356K	+$336K	1	0.35%	New
1480	KBG Kahn Brothers Group New York	$355K	-$7.71K	1	0.06%	Reduced
1481	VFS VSR Financial Services Overland Park, Kansas	$355K	-$35.9K	1	0.04%	Reduced
1482	F FutureAdvisor San Francisco, California	$349K	+$735K	1	0.12%	New
1483	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$347K	$0	1	0.26%	Maintained
1484	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$347K	+$325K	1	0.08%	New
1485	Moneta Group Investment Advisors St Louis, Missouri	$345K	$0	1	0.17%	Maintained
1486	WMC Westwood Management Corporation Chicago, Illinois	$345K	-$40.1K	1	0.06%	Reduced
1487	NES New England Securities New York	$343K	+$19.4K	5	0.12%	Increased
1488	PHK Point72 Hong Kong Hong Kong	$342K	-$62.3K	1	0.34%	Reduced
1489	W Wealthquest Cincinnati, Ohio	$342K	+$322K	1	0.35%	New
1490	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$341K	+$1.58K	1	0.14%	Increased
1491	TC TradeLink Capital Chicago, Illinois	$341K	-$260K	2	0.45%	Reduced
1492	MassMutual Private Wealth & Trust Windsor, Connecticut	$338K	-$2.78M	3	0.11%	Reduced
1493	Emerald Advisers Leola, Pennsylvania	$337K	+$12.2K	1	0.02%	Increased
1494	AT Acadia Trust Portland, Maine	$334K	$0	1	0.11%	Maintained
1495	GAM Gould Asset Management Claremont, California	$329K	-$41.7K	1	0.16%	Reduced
1496	FWM Frontier Wealth Management Kansas City, Missouri	$327K	+$308K	1	0.06%	New
1497	LC Lourd Capital Beverly Hills, California	$327K	-$152K	1	0.03%	Reduced
1498	Wolverine Asset Management Chicago, Illinois	$327K	-$1.8M	3	0.01%	Reduced
1499	PCM Perritt Capital Management Chicago, Illinois	$326K	$0	1	0.06%	Maintained
1500	JIC Joel Isaacson & Co New York	$324K	$0	2	0.09%	Maintained