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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	FAM Fortaleza Asset Management Chicago, Illinois	$508K	-$4K	1	1.03%	Reduced
1527	FRM Fox Run Management Greenwich, Connecticut	$507K	-$209K	2	0.21%	Reduced
1528	MCA Mercer Capital Advisers Little Silver, New Jersey	$500K	$0	1	0.38%	Maintained
1529	B BancorpSouth Tupelo, Mississippi	$499K	$0	1	0.05%	Maintained
1530	Homrich & Berg Atlanta, Georgia	$498K	-$32.3K	1	0.04%	Reduced
1531	MC Matisse Capital Portland, Oregon	$498K	+$23.8K	1	0.27%	Increased
1532	MFW Mosaic Family Wealth St. Louis, Missouri	$498K	+$8.56K	2	0.22%	Increased
1533	TCI Wealth Advisors Tucson, Arizona	$497K	-$67.6K	2	0.26%	Reduced
1534	BO BRR OpCo Columbus, Ohio	$495K	-$4.63K	1	0.16%	Reduced
1535	PTC Provident Trust Company Waukesha, Wisconsin	$494K	$0	1	0.02%	Maintained
1536	SA Strategic Advisors New York	$493K	+$30.2K	1	0.23%	Increased
1537	NSB Norway Savings Bank Portland, Maine	$491K	-$31.8K	2	0.5%	Reduced
1538	GWS Glassman Wealth Services Vienna, Virginia	$490K	-$3K	3	0.34%	Reduced
1539	Schonfeld Strategic Advisors New York	$490K	-$831K	1	0.05%	Reduced
1540	SCM Southport Capital Management Chattanooga, Tennessee	$490K	-$5.54K	1	0.28%	Reduced
1541	NSIM North Star Investment Management Chicago, Illinois	$488K	-$33K	2	0.07%	Reduced
1542	HI Hudock Inc Williamsport, Pennsylvania	$484K	+$6.88K	4	0.26%	Increased
1543	SGI Summit Global Investments Bountiful, Utah	$484K	+$481K	1	0.16%	New
1544	EA Edge Advisors Atlanta, Georgia	$477K	+$81.8K	4	0.06%	Increased
1545	PAA Peregrine Asset Advisers Portland, Oregon	$477K	$0	1	0.26%	Maintained
1546	CI Cowen Inc New York	$476K	-$12.1K	1	0.02%	Reduced
1547	QAM Quantres Asset Management Cayman, Cayman Islands	$476K	+$475K	1	0.31%	New
1548	MWM Mascoma Wealth Management Hanover, New Hampshire	$475K	$0	2	0.34%	Maintained
1549	4IG 440 Investment Group Overland Park, Kansas	$474K	+$471K	1	0.42%	New
1550	VC Vicus Capital State College, Pennsylvania	$474K	+$20.3K	1	0.1%	Increased