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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	TC TFS Capital West Chester, Pennsylvania	$241K	-$8.89M	1	0.02%	Reduced
1502	WIC Wood Investment Counsel Denver, Colorado	$241K	$0	1	0.04%	Maintained
1503	CPO Cerity Partners OCIO New York	$240K	-$17.6K	1	0.04%	Reduced
1504	CPA Cowen Prime Advisors New York	$240K	+$20.5K	2	0.09%	Increased
1505	BAM Banta Asset Management Newport Beach, California	$239K	+$4.6K	1	0.52%	Increased
1506	PCM Piermont Capital Management St. Louis, Missouri	$236K	$0	1	0.11%	Maintained
1507	GIM Greystone Investment Management Cincinnati, Ohio	$235K	+$230K	1	0.09%	New
1508	CAS CTC Alternative Strategies Chicago, Illinois	$234K	-$981K	1	0.13%	Reduced
1509	AIA Arbor Investment Advisors Winston Salem, North Carolina	$234K	+$229K	1	0.13%	New
1510	Capital Wealth Planning Naples, Florida	$234K	+$228K	1	0.1%	New
1511	FIG Fusion Investment Group Pittsburgh, Pennsylvania	$234K	$0	1	0.24%	Maintained
1512	GBA Garrison Bradford & Associates New York	$234K	$0	1	0.23%	Maintained
1513	GIA GHP Investment Advisors Denver, Colorado	$234K	+$143	1	0.07%	Increased
1514	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$233K	$0	1	0.63%	Maintained
1515	NCM Novare Capital Management Charlotte, North Carolina	$233K	-$28.5K	1	0.06%	Reduced
1516	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$231K	+$862	1	0.04%	Increased
1517	CCM Compass Capital Management Minneapolis, Minnesota	$230K	$0	1	0.05%	Maintained
1518	Waldron Private Wealth Bridgeville, Pennsylvania	$229K	-$30.2K	1	0.11%	Reduced
1519	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$228K	+$85.5K	4	0.06%	Increased
1520	FDS First Dallas Securities Dallas, Texas	$224K	$0	1	0.15%	Maintained
1521	GAM Gould Asset Management Claremont, California	$224K	+$219K	1	0.12%	New
1522	ZTNA Zions Trust National Association Salt Lake City, Utah	$224K	-$5.67K	1	0.31%	Reduced
1523	SCM Southport Capital Management Chattanooga, Tennessee	$222K	$0	1	0.16%	Maintained
1524	WCM Weatherstone Capital Management Denver, Colorado	$222K	$0	1	0.06%	Maintained
1525	FIB First Interstate Bank Billings, Montana	$217K	-$38.9K	1	0.05%	Reduced