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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	GWS Glassman Wealth Services Vienna, Virginia	$363K	+$43.9K	2	0.29%	Increased
1502	LBC Lawrence B. Cohen	$358K	-$18.8K	1	0.23%	Reduced
1503	MCM Maryland Capital Management Towson, Maryland	$357K	-$12.7K	1	0.06%	Reduced
1504	MAA Matrix Asset Advisors White Plains, New York	$357K	-$2.7M	1	0.04%	Reduced
1505	CA Callahan Advisors Houston, Texas	$356K	+$11.6K	1	0.1%	Increased
1506	TRIM Thompson Rubinstein Investment Management Portland, Oregon	$355K	$0	1	0.14%	Maintained
1507	CCG Chatham Capital Group Savannah, Georgia	$354K	-$27.1K	1	0.1%	Reduced
1508	CC Cornerstone Capital Palo Alto, California	$353K	+$79.7K	1	0.08%	Increased
1509	AIM Aspen Investment Management Grand Rapids, Michigan	$351K	$0	1	0.29%	Maintained
1510	DAM Delta Asset Management Memphis, Tennessee	$350K	+$23.8K	3	0.06%	Increased
1511	MLL Moody Lynn & Lieberson Boston, Massachusetts	$350K	-$216K	1	0.06%	Reduced
1512	AWM Altavista Wealth Management Asheville, North Carolina	$347K	-$11.7K	1	0.21%	Reduced
1513	SAM Security Asset Management New York	$344K	$0	1	0.32%	Maintained
1514	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$342K	$0	1	0.07%	Maintained
1515	CP Camelot Portfolios Maumee, Ohio	$342K	-$784K	1	0.2%	Reduced
1516	LG LaFleur & Godfrey Grand Rapids, Michigan	$340K	$0	1	0.09%	Maintained
1517	TWM Torch Wealth Management Cincinnati, Ohio	$340K	+$49.5K	1	0.24%	Increased
1518	HHC Hutchin Hill Capital New York	$337K	-$299K	1	0.01%	Reduced
1519	LJHT Laurie J. Hall Trustee	$336K	$0	1	0.24%	Maintained
1520	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$335K	$0	1	0.27%	Maintained
1521	BCM Birmingham Capital Management Birmingham, Alabama	$333K	$0	1	0.13%	Maintained
1522	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$333K	$0	1	0.02%	Maintained
1523	TCI Wealth Advisors Tucson, Arizona	$333K	+$342K	3	0.19%	Increased
1524	WMC Westwood Management Corporation Chicago, Illinois	$333K	$0	1	0.06%	Maintained
1525	CP Coho Partners Berwyn, Pennsylvania	$332K	-$17.5K	1	0.02%	Reduced