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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
1726	CYG Clean Yield Group Norwich, Vermont	$26K	+$23K	1	0.01%	New
1727	FPB First PREMIER Bank Sioux Falls, South Dakota	$25K	-$27.7K	1	0.02%	Reduced
1728	SMG Spectrum Management Group Indianapolis, Indiana	$24K	$0	2	0.01%	Maintained
1729	HCM Horrell Capital Management Little Rock, Arkansas	$22K	$0	2	0.01%	Maintained
1730	SCM Segantii Capital Management Hong Kong	$22K	+$1.13M	1	0.01%	New
1731	WIC Water Island Capital New York	$21K	-$5.2K	1	0%	Reduced
1732	Brinker Capital Investments Berwyn, Pennsylvania	$20K	-$1.52K	1	0%	Reduced
1733	TCM TD Capital Management Memphis, Tennessee	$20K	$0	2	0.01%	Maintained
1734	PVH Psagot Value Holdings Tel Aviv, Israel	$18K	$0	2	0%	Maintained
1735	SIG Stanford Investment Group Mountain View, California	$18K	$0	1	0.01%	Maintained
1736	WCM Wealthcare Capital Management Richmond, Virginia	$18K	$0	1	0%	Maintained
1737	IP Isthmus Partners Madison, Wisconsin	$17K	-$1.45K	1	0.01%	Reduced
1738	TCM Tradewinds Capital Management Bellingham, Washington	$15K	$0	1	0.01%	Maintained
1739	Klingman & Associates New York	$14K	$0	1	0.01%	Maintained
1740	AA AlphaMark Advisors Ft. Wright, Kentucky	$13K	+$3.2K	2	0.01%	Increased
1741	RI Redwood Investments Boston, Massachusetts	$13K	+$12K	1	0%	New
1742	RBC Roble Belko & Company Sewickley, Pennsylvania	$13K	$0	1	0.01%	Maintained
1743	Pathstone Family Office Englewood, New Jersey	$12K	+$10.9K	1	0.02%	New
1744	CWM Catamount Wealth Management Westport, Connecticut	$11K	+$10.2K	1	0.01%	New
1745	FNYS First New York Securities New York	$10K	+$9.22K	1	0.01%	New
1746	CFG CKW Financial Group Honolulu, Hawaii	$10K	$0	1	0%	Maintained
1747	JAM JCIC Asset Management Toronto, Ontario, Canada	$10K	$0	1	0%	Maintained
1748	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$10K	-$2.96K	2	0.01%	Reduced
1749	PSC Prentiss Smith & Co Brattleboro, Vermont	$10K	-$6.9K	1	0.01%	Reduced
1750	PO Private Ocean San Rafael, California	$10K	$0	1	0.01%	Maintained