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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	ANBT American National Bank & Trust Wichita Falls, Texas	$236K	$0	2	0.09%	Maintained
1577	RCM Reynolds Capital Management Las Vegas, Nevada	$236K	-$398K	1	0.2%	Reduced
1578	SWM Segment Wealth Management Houston, Texas	$234K	$0	1	0.09%	Maintained
1579	GIM Greystone Investment Management Cincinnati, Ohio	$231K	$0	1	0.09%	Maintained
1580	GBA Garrison Bradford & Associates New York	$230K	$0	1	0.21%	Maintained
1581	CCM Compass Capital Management Minneapolis, Minnesota	$226K	$0	1	0.05%	Maintained
1582	AW ACG Wealth Atlanta, Georgia	$225K	+$212K	1	0.06%	New
1583	HIC Harvey Investment Company Louisville, Kentucky	$222K	$0	1	0.05%	Maintained
1584	FDS First Dallas Securities Dallas, Texas	$221K	$0	1	0.14%	Maintained
1585	Jefferies Group New York	$219K	-$2.65M	1	0%	Reduced
1586	LD Lipe & Dalton Syracuse, New York	$218K	$0	1	0.15%	Maintained
1587	FIG Fusion Investment Group Pittsburgh, Pennsylvania	$216K	+$203K	1	0.18%	New
1588	Modera Wealth Management Westwood, New Jersey	$216K	+$201K	1	0.08%	New
1589	NCM Novare Capital Management Charlotte, North Carolina	$216K	+$203K	1	0.05%	New
1590	SCA Sippican Capital Advisors Boston, Massachusetts	$216K	+$203K	1	0.22%	New
1591	NL NWAM LLC Mercer Island, Washington	$215K	-$96K	1	0.09%	Reduced
1592	Ruane, Cunniff & Goldfarb New York	$215K	-$17.3K	1	0%	Reduced
1593	EIA Edgemoor Investment Advisors Bethesda, Maryland	$214K	+$202K	1	0.03%	New
1594	FSA Financial Sense Advisors San Diego, California	$214K	-$45.5K	1	0.09%	Reduced
1595	NA Nottingham Advisors Amherst, New York	$214K	+$201K	1	0.05%	New
1596	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$212K	-$550K	1	0.14%	Reduced
1597	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$211K	-$710K	1	0.03%	Reduced
1598	FNB Farmers National Bank Danville, Kentucky	$210K	+$198K	1	0.17%	New
1599	BAM Banta Asset Management Newport Beach, California	$209K	-$13.6K	1	0.39%	Reduced
1600	Quadrature Capital London, United Kingdom	$207K	+$195K	1	0.76%	New