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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
1501	FIB First Interstate Bank Billings, Montana	$250K	$0	1	0.06%	Maintained
1502	LD Lipe & Dalton Syracuse, New York	$250K	-$111K	1	0.17%	Reduced
1503	NSIM North Star Investment Management Chicago, Illinois	$250K	+$477	1	0.05%	Increased
1504	GA Glenhill Advisors New York	$249K	-$4.01M	1	0.02%	Reduced
1505	NERM New England Research & Management Chicago, Illinois	$249K	+$237K	1	0.24%	New
1506	Braun Stacey Associates New York	$248K	+$225K	1	0.01%	New
1507	Carson Wealth (CWM LLC) Omaha, Nebraska	$247K	+$44.6K	2	0.04%	Increased
1508	PFC Phocas Financial Corp Alameda, California	$243K	+$209K	1	0.02%	New
1509	TFO Tarbox Family Office Newport Beach, California	$242K	+$230K	2	0.2%	New
1510	Waldron Private Wealth Bridgeville, Pennsylvania	$242K	+$226K	1	0.11%	New
1511	DFIM Detwiler Fenton Investment Management Boston, Massachusetts	$240K	-$450K	1	0.22%	Reduced
1512	SJL Shayne & Jacobs LLC Nashville, Tennessee	$240K	$0	1	0.2%	Maintained
1513	WCM Weatherstone Capital Management Denver, Colorado	$240K	+$205K	1	0.05%	New
1514	SFT Simmons First Trust Pine Bluff, Arkansas	$239K	+$11.2K	1	0.08%	Increased
1515	WIC Wood Investment Counsel Denver, Colorado	$235K	$0	1	0.04%	Maintained
1516	AWS Aris Wealth Services State College, Pennsylvania	$234K	-$278K	1	0.39%	Reduced
1517	PCM Piermont Capital Management St. Louis, Missouri	$233K	+$220K	1	0.12%	New
1518	ICAP Independence Capital Asset Partners Denver, Colorado	$230K	+$226K	1	0.04%	New
1519	CASB Cape Ann Savings Bank Glocuster, Massachusetts	$229K	$0	1	0.37%	Maintained
1520	CA Cornerstone Advisors Asheville, North Carolina	$229K	+$214K	1	0.06%	New
1521	UGIF US Global Investors Funds Portland, Maine	$229K	+$214K	1	0.04%	New
1522	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$229K	$0	1	0.04%	Maintained
1523	BAM Banta Asset Management Newport Beach, California	$228K	+$217K	1	0.56%	New
1524	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$228K	$0	1	0.6%	Maintained
1525	FIG Fusion Investment Group Pittsburgh, Pennsylvania	$228K	+$217K	1	0.17%	New