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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
1601	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$16K	-$221	1	0%	Reduced
1602	WF WealthTrust Fairport Cleveland, Ohio	$16K	+$3.46K	1	0%	Increased
1603	TCM Tradewinds Capital Management Bellingham, Washington	$15K	$0	2	0.01%	Maintained
1604	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$14K	+$14.6K	1	0%	New
1605	SMG Spectrum Management Group Indianapolis, Indiana	$13K	$0	1	0.01%	Maintained
1606	RO Reservoir Operations New York	$11K	$0	1	0%	Maintained
1607	VAM Visionary Asset Management Houston, Texas	$9K	+$8.48K	1	0%	New
1608	Brinker Capital Investments Berwyn, Pennsylvania	$7K	$0	1	0%	Maintained
1609	Country Trust Bank Bloomington, Illinois	$4.39K	+$4.42K	1	0%	New
1610	AssetMark Inc Concord, California	$4K	-$3.3M	1	0%	Reduced
1611	GP GLG Partners London, United Kingdom	$3K	+$3.48K	1	0%	New
1612	AP Advisors Preferred Rockville, Maryland	$0	-$177K	0	–	Closed
1613	AGM Alpine Global Management New York	$0	-$303K	0	–	Closed
1614	ACM Altalis Capital Management New York	$0	-$271K	0	–	Closed
1615	Ancora Advisors Cleveland, Ohio	$0	-$1.28M	0	–	Closed
1616	Balyasny Asset Management Chicago, Illinois	$0	-$27.3M	0	–	Closed
1617	BCMU BlueCrest Capital Management (UK) St. Peter Port, Guernsey	$0	-$33.1M	0	–	Closed
1618	Caxton Associates (New York) New York	$0	-$2.92M	0	–	Closed
1619	CIP Centerline Investment Partners New York	$0	-$3.04M	0	–	Closed
1620	CII CR Intrinsic Investors Stamford, Connecticut	$0	-$10.5M	0	–	Closed
1621	DFIM Detwiler Fenton Investment Management Boston, Massachusetts	$0	-$2.74M	0	–	Closed
1622	Dodge & Cox San Francisco, California	$0	-$205K	0	–	Closed
1623	EAM Evanson Asset Management Carmel, California	$0	-$200K	0	–	Closed
1624	FNYS First New York Securities New York	$0	-$3.01M	0	–	Closed
1625	FHC Forest Hill Capital Little Rock, Arkansas	$0	-$450K	0	–	Closed