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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	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$427K	+$19.6K	3	0.17%	Increased
1577	CPSAC Chas P. Smith & Associates (CPS) Lakeland, Florida	$425K	$0	1	0.06%	Maintained
1578	DRD Dennis R. Delaney	$424K	+$561	1	0.89%	Increased
1579	GCA Gideon Capital Advisors New York	$424K	-$176K	2	0.25%	Reduced
1580	Ronald Blue & Co Roswell, Georgia	$424K	+$424K	1	0.01%	New
1581	SBSB Sullivan, Bruyette, Speros & Blaney Mclean, Virginia	$421K	-$23.1K	1	0.04%	Reduced
1582	TCM Tradition Capital Management Summit, New Jersey	$421K	+$6.6K	1	0.14%	Increased
1583	JIC Joel Isaacson & Co New York	$417K	+$4.52K	1	0.08%	Increased
1584	GD Grandfield & Dodd New York	$415K	$0	1	0.05%	Maintained
1585	LCM Logan Capital Management Newtown Square, Pennsylvania	$413K	-$350K	1	0.03%	Reduced
1586	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$413K	+$6.03K	1	0.24%	Increased
1587	E. Ohman J:or Asset Management Stockholm, Sweden	$412K	+$118K	1	0.05%	Increased
1588	DWM Doyle Wealth Management St. Petersburg, Florida	$409K	+$406K	1	0.08%	New
1589	SCM Stonebridge Capital Management Los Angeles, California	$409K	-$11.4K	1	0.17%	Reduced
1590	LWM Lenox Wealth Management Cincinnati, Ohio	$407K	+$320K	1	0.29%	Increased
1591	BW Biegel & Waller Columbia, Maryland	$404K	$0	1	0.28%	Maintained
1592	EP Elkfork Partners Portland, Oregon	$404K	+$141K	2	0.01%	Increased
1593	SM Sciencast Management Princeton, New Jersey	$404K	-$356K	1	0.22%	Reduced
1594	FFEC First Financial Equity Corporation Scottsdale, Arizona	$403K	+$401K	1	0.07%	New
1595	PL Parkwood LLC Cleveland, Ohio	$399K	-$872K	1	0.06%	Reduced
1596	GWM GSB Wealth Management Guilford, Connecticut	$393K	$0	1	1.67%	Maintained
1597	Parallax Volatility Advisers San Francisco, California	$393K	-$1.27M	3	0%	Reduced
1598	TG TLP Group Evanston, Illinois	$393K	+$390K	2	0.27%	New
1599	RIM Rampart Investment Management Hartford, Connecticut	$392K	+$390K	3	0.14%	New
1600	PNAA Pictet North America Advisors Geneva 73, Switzerland	$388K	+$44.6K	1	0.06%	Increased