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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	Capstone Investment Advisors New York	$275K	-$28M	1	0.01%	Reduced
1502	PAS Partnervest Advisory Services Santa Barbara, California	$273K	-$45.2K	1	0.16%	Reduced
1503	TWM Torch Wealth Management Cincinnati, Ohio	$273K	$0	1	0.21%	Maintained
1504	GWS Glassman Wealth Services Vienna, Virginia	$272K	+$20.2K	2	0.24%	Increased
1505	VNA VNBTrust National Association Charlottesville, Virginia	$272K	-$33.2K	1	0.16%	Reduced
1506	CCG Chatham Capital Group Savannah, Georgia	$271K	-$14.3K	1	0.09%	Reduced
1507	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$268K	$0	1	0.24%	Maintained
1508	BC Banced Corp Edwardsville, Illinois	$267K	-$295K	1	0.49%	Reduced
1509	GAM Gould Asset Management Claremont, California	$267K	+$1.11K	1	0.15%	Increased
1510	GWI Grace & White Inc Ny, New York	$267K	+$293K	1	0.06%	New
1511	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$267K	$0	2	0.13%	Maintained
1512	CP Coho Partners Berwyn, Pennsylvania	$266K	$0	1	0.01%	Maintained
1513	LJHT Laurie J. Hall Trustee	$265K	-$4.92K	1	0.21%	Reduced
1514	South Texas Money Management San Antonio, Texas	$265K	-$137K	1	0.02%	Reduced
1515	AAM Aureus Asset Management Boston, Massachusetts	$262K	-$3.32K	1	0.07%	Reduced
1516	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$262K	$0	2	0.08%	Maintained
1517	SA Strategic Advisors New York	$259K	+$9.66K	1	0.18%	Increased
1518	QC QCM Cayman Houston, Texas	$254K	-$13.9K	1	0.08%	Reduced
1519	BAM Baring Asset Management London, United Kingdom	$252K	-$9.24M	1	0.02%	Reduced
1520	KCM Karp Capital Management Sausalito, California	$251K	+$90.5K	1	0.17%	Increased
1521	DAL David A. Lorber	$250K	-$248K	1	0.96%	Reduced
1522	CPO Cerity Partners OCIO New York	$249K	+$5.97K	1	0.03%	Increased
1523	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$248K	-$201K	5	0.03%	Reduced
1524	Modera Wealth Management Westwood, New Jersey	$248K	$0	1	0.1%	Maintained
1525	MCM Maryland Capital Management Towson, Maryland	$247K	-$43.2K	1	0.04%	Reduced