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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	MC Miles Capital West Des Moines, Iowa	$471K	+$257K	2	0.25%	Increased
1577	MCM MV Capital Management Bethesda, Maryland	$471K	-$2.63K	3	0.14%	Reduced
1578	QAM QCI Asset Management Pittsford, New York	$468K	+$91.2K	3	0.06%	Increased
1579	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$466K	$0	1	0.08%	Maintained
1580	LFR Lehman Financial Resources Media, Pennsylvania	$460K	$0	1	0.26%	Maintained
1581	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$459K	$0	3	0.17%	Maintained
1582	ID Integral Derivatives New York	$457K	-$1.34M	1	0.01%	Reduced
1583	JIC Joel Isaacson & Co New York	$454K	$0	1	0.09%	Maintained
1584	RCM RB Capital Management Reno, Nevada	$454K	-$20.7K	1	0.39%	Reduced
1585	Ronald Blue & Co Roswell, Georgia	$452K	-$6K	1	0.01%	Reduced
1586	GD Grandfield & Dodd New York	$451K	$0	1	0.05%	Maintained
1587	BWM Bernicke Wealth Management Altoona, Wisconsin	$450K	+$158K	1	0.36%	Increased
1588	GAM Gould Asset Management Claremont, California	$450K	+$167K	1	0.22%	Increased
1589	LCM Logan Capital Management Newtown Square, Pennsylvania	$450K	$0	1	0.03%	Maintained
1590	SCM Stonebridge Capital Management Los Angeles, California	$449K	+$2.92K	1	0.17%	Increased
1591	MSAM Moloney Securities Asset Management Manchester, Missouri	$446K	-$152K	1	0.22%	Reduced
1592	Parallax Volatility Advisers San Francisco, California	$443K	+$66.1K	2	0%	Increased
1593	BW Biegel & Waller Columbia, Maryland	$440K	$0	1	0.27%	Maintained
1594	TPWA TRUE Private Wealth Advisors Salem, Oregon	$440K	+$30.2K	1	0.1%	Increased
1595	VNA Valley National Advisers Bethlehem, Pennsylvania	$433K	+$289K	2	0.16%	Increased
1596	LC Lourd Capital Beverly Hills, California	$432K	+$10.3K	1	0.04%	Increased
1597	WA Wealth Architects Mountain View, California	$428K	-$45K	1	0.16%	Reduced
1598	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$426K	+$4.5K	2	0.28%	Increased
1599	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$420K	$0	1	0.24%	Maintained
1600	MCM Maryland Capital Management Towson, Maryland	$419K	+$52.8K	1	0.06%	Increased