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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	SCP Syntal Capital Partners Midland, Texas	$258K	-$4.16K	1	0.31%	Reduced
1577	BRF B. Riley Financial Los Angeles, California	$255K	-$60.9K	1	0.19%	Reduced
1578	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$255K	+$236K	2	0.15%	New
1579	Lincoln National Corp Radnor, Pennsylvania	$254K	-$326K	1	0.02%	Reduced
1580	LJAC L.J. Altfest & Co New York	$254K	+$2.73K	1	0.26%	Increased
1581	SCM Shapiro Capital Management Atlanta, Georgia	$252K	+$224K	1	0.01%	New
1582	HHGA Halbert Hargrove Global Advisors Long Beach, California	$251K	-$109K	1	0.09%	Reduced
1583	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$251K	+$231K	1	0.32%	New
1584	BCM Bourgeon Capital Management Darien, Connecticut	$250K	$0	1	0.17%	Maintained
1585	FPCP Fort Point Capital Partners San Francisco, California	$250K	+$4.72K	1	0.13%	Increased
1586	LPC Loeb Partners Corp New York	$250K	$0	1	0.09%	Maintained
1587	DOA D'Orazio & Associates Falls Church, Virginia	$248K	+$118K	1	0.1%	Increased
1588	IC Intersect Capital San Ramon, California	$244K	+$224K	1	0.15%	New
1589	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$243K	+$16.8K	1	0.08%	Increased
1590	IT Independence Trust Franklin, Tennessee	$243K	-$113K	1	0.38%	Reduced
1591	IB Intrust Bank Wichita, Kansas	$243K	-$46.9K	1	0.09%	Reduced
1592	SRC Shufro Rose & Co New York	$243K	$0	1	0.03%	Maintained
1593	RCA Rex Capital Advisors Providence, Rhode Island	$241K	$0	1	0.25%	Maintained
1594	HCM Harvey Capital Management Palm Beach, Florida	$240K	$0	1	0.12%	Maintained
1595	HS Horan Securities Cincinnati, United States	$240K	+$211K	1	0.5%	New
1596	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$240K	$0	1	0.09%	Maintained
1597	SSI Scott & Selber Inc Houston, Texas	$240K	-$32.3K	1	0.16%	Reduced
1598	TC Telemus Capital Southfield, Michigan	$239K	+$220K	1	0.04%	New
1599	Krilogy Financial St. Louis, Missouri	$236K	+$24.1K	3	0.1%	Increased
1600	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$234K	-$701K	1	0.12%	Reduced