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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
1576	WF WealthTrust Fairport Cleveland, Ohio	$12K	-$3.22K	1	0%	Reduced
1577	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$11K	-$3.84K	1	0%	Reduced
1578	RO Reservoir Operations New York	$9K	$0	1	0%	Maintained
1579	Brinker Capital Investments Berwyn, Pennsylvania	$7K	$0	1	0%	Maintained
1580	IPC Independent Portfolio Consultants Boca Raton, Florida	$7K	-$174K	1	0%	Reduced
1581	CIM Contravisory Investment Management Norwell, Massachusetts	$6K	-$12.4M	1	0%	Reduced
1582	Country Trust Bank Bloomington, Illinois	$5.02K	+$1.06K	2	0%	Increased
1583	RWM Raffa Wealth Management Washington, District of Columbia	$3.02K	+$3.12K	3	0%	New
1584	SA SRH Advisors Salina, Kansas	$2K	+$1.71K	1	0.02%	New
1585	EMA Efficient Market Advisors San Diego, California	$1K	+$960	1	0%	New
1586	SGAM Smith Group Asset Management Dallas, Texas	$1K	-$26.8M	1	0%	Reduced
1587	AAM American Asset Management Boca Raton, Florida	$0	-$207K	0	–	Closed
1588	ACP Andalusian Capital Partners Greenwich, Connecticut	$0	-$5.42M	0	–	Closed
1589	ACM Antonetti Capital Management Naples, Florida	$0	-$79K	0	–	Closed
1590	AIA Arbor Investment Advisors Winston Salem, North Carolina	$0	-$227K	0	–	Closed
1591	AssetMark Inc Concord, California	$0	-$3.63K	1	0%	Reduced
1592	AAM Aston Asset Management Chicago, Illinois	$0	-$384K	0	–	Closed
1593	BCM Barometer Capital Management Toronto, Ontario, Canada	$0	-$658K	0	–	Closed
1594	BCM Beck Capital Management Austin, Texas	$0	-$219K	0	–	Closed
1595	BGA Belmont Global Advisors Dallas, Texas	$0	-$769K	0	–	Closed
1596	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$0	-$210K	0	–	Closed
1597	BGAM Boussard & Gavaudan Asset Management London, United Kingdom	$0	-$730K	0	–	Closed
1598	CO Caldwell & Orkin Norcross, Georgia	$0	-$2.68M	0	–	Closed
1599	CAM Camden Asset Management Los Angeles, California	$0	-$6.93M	0	–	Closed
1600	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$0	-$716K	0	–	Closed