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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
1526	TH Timber Hill Greenwich, Connecticut	$216K	-$779K	1	0%	Reduced
1527	AAM American Asset Management Boca Raton, Florida	$213K	+$205K	1	0.1%	New
1528	BCM Beck Capital Management Austin, Texas	$212K	+$205K	1	0.16%	New
1529	CASB Cape Ann Savings Bank Glocuster, Massachusetts	$212K	-$22.8K	1	0.35%	Reduced
1530	HCM Hollencrest Capital Management Newport Beach, California	$211K	+$206K	1	0.03%	New
1531	LC Lubar & Co Milwaukee, Wisconsin	$211K	-$318K	1	0.18%	Reduced
1532	SWM SVA Wealth Management Madison, Wisconsin	$211K	+$207K	1	0.1%	New
1533	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$210K	+$4.73K	2	0.25%	Increased
1534	EARNEST Partners Atlanta, Georgia	$210K	$0	1	0%	Maintained
1535	LD Lipe & Dalton Syracuse, New York	$210K	-$45.7K	1	0.14%	Reduced
1536	PIA Peachtree Investment Advisors Atlanta, Georgia	$210K	+$201K	1	0.14%	New
1537	HCM Horrell Capital Management Little Rock, Arkansas	$209K	$0	3	0.11%	Maintained
1538	SCG Strategic Capital Group Gig Harbor, Washington	$209K	+$204K	1	0.07%	New
1539	Dodge & Cox San Francisco, California	$205K	+$200K	1	0%	New
1540	Greenleaf Trust Kalamazoo, Michigan	$205K	-$151K	1	0.01%	Reduced
1541	FRM Foundation Resource Management Little Rock, Arkansas	$204K	+$200K	1	0.03%	New
1542	EAM Evanson Asset Management Carmel, California	$200K	+$195K	1	0.09%	New
1543	GC Globeflex Capital San Diego, California	$200K	+$193K	1	0.02%	Increased
1544	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$180K	-$5.41M	2	0.04%	Reduced
1545	WA WealthTrust-Arizona Scottsdale, Arizona	$179K	+$22.8K	2	0.2%	Increased
1546	LWM Lenox Wealth Management Cincinnati, Ohio	$177K	-$120K	1	0.09%	Reduced
1547	AP Advisors Preferred Rockville, Maryland	$177K	+$170K	1	0.08%	New
1548	TDC Thompson Davis & Co Richmond, Virginia	$173K	+$63.7K	3	0.29%	Increased
1549	DCM Dean Capital Management Overland Park, Kansas	$172K	+$92.5K	2	2.07%	Increased
1550	HF Hoxton Financial Shepherdstown, West Virginia	$169K	-$203K	1	0.07%	Reduced