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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	WKWM Walter & Keenan Wealth Management Souh Bend, Indiana	$242K	$0	1	0.13%	Maintained
1502	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$239K	$0	1	0.05%	Maintained
1503	WIC Wood Investment Counsel Denver, Colorado	$239K	+$515	1	0.04%	Increased
1504	CPO Cerity Partners OCIO New York	$234K	-$2.87K	1	0.03%	Reduced
1505	CPA Cowen Prime Advisors New York	$234K	-$368	2	0.09%	Reduced
1506	TH Timber Hill Greenwich, Connecticut	$233K	+$15.8K	1	0%	Increased
1507	GIM Greystone Investment Management Cincinnati, Ohio	$232K	$0	1	0.09%	Maintained
1508	Capital Wealth Planning Naples, Florida	$231K	$0	1	0.09%	Maintained
1509	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$231K	$0	1	0.59%	Maintained
1510	GBA Garrison Bradford & Associates New York	$231K	$0	1	0.22%	Maintained
1511	NCM Novare Capital Management Charlotte, North Carolina	$230K	$0	1	0.06%	Maintained
1512	CC Columbia Capital Fullerton, California	$229K	-$1.52M	1	0.18%	Reduced
1513	AIA Arbor Investment Advisors Winston Salem, North Carolina	$227K	-$5.16K	1	0.12%	Reduced
1514	CCM Compass Capital Management Minneapolis, Minnesota	$227K	$0	1	0.04%	Maintained
1515	BAM Banta Asset Management Newport Beach, California	$225K	-$11.7K	1	0.49%	Reduced
1516	VCM Vigilant Capital Management Portland, Maine	$224K	+$66.3K	2	0.05%	Increased
1517	WCM Weatherstone Capital Management Denver, Colorado	$223K	$0	1	0.06%	Maintained
1518	FDS First Dallas Securities Dallas, Texas	$222K	$0	1	0.13%	Maintained
1519	TDC Thompson Davis & Co Richmond, Virginia	$222K	+$47.7K	2	0.32%	Increased
1520	CF CNA Financial Chicago, Illinois	$221K	+$220K	1	0.04%	New
1521	BCM Beck Capital Management Austin, Texas	$219K	+$11.7K	1	0.15%	Increased
1522	SCM Southport Capital Management Chattanooga, Tennessee	$219K	$0	1	0.15%	Maintained
1523	EARNEST Partners Atlanta, Georgia	$217K	$0	1	0%	Maintained
1524	HCM Horrell Capital Management Little Rock, Arkansas	$217K	-$182	3	0.1%	Reduced
1525	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$216K	-$5.89K	1	0.07%	Reduced