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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	CL CSS LLC Chicago, Illinois	$352K	-$489K	1	0.02%	Reduced
1502	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$350K	+$15K	4	0.37%	Increased
1503	MC Matisse Capital Portland, Oregon	$350K	$0	1	0.18%	Maintained
1504	SCI S&CO Inc Boston, Massachusetts	$350K	+$323K	1	0.06%	New
1505	KLWA Kelly Lawrence W & Associates Pasadens, California	$346K	$0	1	0.09%	Maintained
1506	Geneos Wealth Management Englewood, Colorado	$344K	+$324K	4	0.05%	New
1507	PL Parkwood LLC Cleveland, Ohio	$343K	-$363K	1	0.06%	Reduced
1508	VNA Valley National Advisers Bethlehem, Pennsylvania	$343K	+$64K	1	0.18%	Increased
1509	TC TradeLink Capital Chicago, Illinois	$342K	+$352K	1	0.63%	New
1510	Edgewood Management Greenwich, Connecticut	$340K	$0	1	0%	Maintained
1511	LC Lourd Capital Beverly Hills, California	$337K	+$24.4K	1	0.04%	Increased
1512	DRD Dennis R. Delaney	$336K	+$25.3K	1	0.73%	Increased
1513	PIA Peachtree Investment Advisors Atlanta, Georgia	$336K	$0	1	0.34%	Maintained
1514	ABP Arthur B. Page	$335K	$0	1	0.34%	Maintained
1515	GAAM Guinness Atkinson Asset Management Pasadena, California	$331K	$0	1	0.2%	Maintained
1516	LFR Lehman Financial Resources Media, Pennsylvania	$329K	$0	1	0.18%	Maintained
1517	WCM Windsor Capital Management Phoenix, Arizona	$329K	+$48K	1	0.2%	Increased
1518	ECM Ensemble Capital Management San Francisco, California	$326K	+$311K	1	0.1%	New
1519	PAS Partnervest Advisory Services Santa Barbara, California	$326K	-$23.3K	1	0.17%	Reduced
1520	South Texas Money Management San Antonio, Texas	$325K	+$12.7K	1	0.02%	Increased
1521	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$324K	$0	1	0.12%	Maintained
1522	ST Sentinel Trust Houston, Texas	$322K	-$97.8K	1	0.05%	Reduced
1523	TRIM Thompson Rubinstein Investment Management Portland, Oregon	$320K	$0	1	0.13%	Maintained
1524	Guardian Capital (Canada) Toronto, Ontario, Canada	$319K	+$328K	1	0.01%	New
1525	ANB Amarillo National Bank Amarillo, Texas	$315K	+$2.67K	1	0.23%	Increased