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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	SWM Segment Wealth Management Houston, Texas	$238K	$0	1	0.08%	Maintained
1602	CD Carl Domino West Palm Beach, Florida	$237K	-$855K	2	0.18%	Reduced
1603	FNB Farmers National Bank Danville, Kentucky	$237K	+$23.7K	1	0.18%	Increased
1604	GIM Greystone Investment Management Cincinnati, Ohio	$236K	$0	1	0.09%	Maintained
1605	GBA Garrison Bradford & Associates New York	$234K	$0	1	0.22%	Maintained
1606	CAM Concorde Asset Management Ann Arbor, Michigan	$233K	+$236K	1	0.27%	New
1607	Greenleaf Trust Kalamazoo, Michigan	$233K	-$94.7K	1	0.01%	Reduced
1608	NA Nottingham Advisors Amherst, New York	$233K	+$15.6K	1	0.04%	Increased
1609	KSA Ken Stern & Associates San Diego, California	$231K	+$193K	1	0.17%	New
1610	JPTCCM J.P. Turner & Co Capital Management Atlanta, Georgia	$229K	-$15.9K	1	0.21%	Reduced
1611	SSI Scott & Selber Inc Houston, Texas	$229K	+$231K	1	0.15%	New
1612	Rafferty Asset Management New York	$228K	+$231K	1	0.02%	New
1613	HIC Harvey Investment Company Louisville, Kentucky	$226K	$0	1	0.05%	Maintained
1614	TNAM Terra Nova Asset Management New York	$225K	+$228K	1	0.19%	New
1615	MC Montag & Caldwell Atlanta, Georgia	$223K	-$91.1M	1	0%	Reduced
1616	KWMG King Wealth Management Group Naples, Florida	$221K	-$78.9K	1	0.13%	Reduced
1617	EWM Evermay Wealth Management Arlington, Virginia	$220K	+$223K	1	0.13%	New
1618	FIG Fusion Investment Group Pittsburgh, Pennsylvania	$220K	$0	1	0.18%	Maintained
1619	Ruane, Cunniff & Goldfarb New York	$220K	$0	1	0%	Maintained
1620	SCA Sippican Capital Advisors Boston, Massachusetts	$220K	$0	1	0.22%	Maintained
1621	NL NWAM LLC Mercer Island, Washington	$219K	$0	1	0.09%	Maintained
1622	CHP Cable Hill Partners Portland, Oregon	$218K	+$8.72K	2	0.17%	Increased
1623	EIA Edgemoor Investment Advisors Bethesda, Maryland	$218K	$0	1	0.03%	Maintained
1624	PM Parametrica Management Wanchai, Hong Kong	$217K	+$181K	1	7%	New
1625	CCP Clarkston Capital Partners Rochester, Michigan	$216K	+$218K	1	0.02%	New