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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	LJAC L.J. Altfest & Co New York	$270K	+$75	1	0.25%	Increased
1577	ST Sentinel Trust Houston, Texas	$270K	$0	1	0.07%	Maintained
1578	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$269K	$0	1	0.13%	Maintained
1579	WCM Weatherstone Capital Management Denver, Colorado	$268K	+$222K	1	0.16%	New
1580	SIM SSI Investment Management Los Angeles, California	$267K	-$271K	1	0.03%	Reduced
1581	CL CIM LLC Albany, New York	$266K	+$14.3K	1	0.12%	Increased
1582	FAM Foothills Asset Management Scottsdale, Arizona	$266K	$0	1	0.22%	Maintained
1583	Sequoia Financial Advisors Akron, Ohio	$263K	+$266K	1	0.12%	New
1584	CPA Cowen Prime Advisors New York	$261K	+$747	2	0.11%	Increased
1585	SFT Simmons First Trust Pine Bluff, Arkansas	$261K	$0	1	0.06%	Maintained
1586	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$259K	-$6.74M	1	0.1%	Reduced
1587	BHTS Bar Harbor Trust Services Ellsworth, Maine	$258K	$0	1	0.11%	Maintained
1588	PO Private Ocean San Rafael, California	$258K	-$19K	1	0.19%	Reduced
1589	ZDA Zweig-DiMenna Associates New York	$258K	+$256K	1	0.01%	New
1590	HCM Highlander Capital Management Short Hills, New Jersey	$257K	$0	2	0.22%	Maintained
1591	MSR Main Street Research Lakeville, Connecticut	$257K	+$261K	1	0.06%	New
1592	PA Parkside Advisors Berkeley, California	$256K	$0	1	0.18%	Maintained
1593	SC Sumit Capital New York	$248K	+$230K	1	3.22%	New
1594	SJL Shayne & Jacobs LLC Nashville, Tennessee	$247K	$0	1	0.19%	Maintained
1595	Cornerstone Investment Partners Atlanta, Georgia	$243K	-$9.48K	1	0%	Reduced
1596	Cannell & Spears New York	$241K	+$244K	1	0.03%	New
1597	PFC Phocas Financial Corp Alameda, California	$241K	-$10.7K	1	0.02%	Reduced
1598	CAS CTC Alternative Strategies Chicago, Illinois	$240K	+$243K	1	0.64%	New
1599	ANBT American National Bank & Trust Wichita Falls, Texas	$240K	+$1.09K	3	0.09%	Increased
1600	AWM Affinity Wealth Management Wilmington, Delaware	$239K	$0	1	0.14%	Maintained