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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
1876	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$292K	$0	1	0.05%	Maintained
1877	FGAM Financial Gravity Asset Management Lakeway, Texas	$291K	+$20K	6	0.3%	Increased
1878	Cannell & Spears New York	$290K	$0	1	0.03%	Maintained
1879	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$288K	+$187K	2	0.14%	Increased
1880	AC AFAM Capital Austin, Texas	$285K	+$45.4K	1	0.04%	Increased
1881	ANB Amarillo National Bank Amarillo, Texas	$285K	-$6.63K	1	0.13%	Reduced
1882	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$283K	-$26.5K	1	0.02%	Reduced
1883	PCM Prelude Capital Management New York	$283K	+$97K	3	0.02%	Increased
1884	RTS Round Table Services Westfield, New Jersey	$282K	+$270K	1	0.1%	New
1885	WAM Weatherly Asset Management Del Mar, California	$281K	$0	1	0.06%	Maintained
1886	GBA Garrison Bradford & Associates New York	$280K	$0	1	0.23%	Maintained
1887	HS Horan Securities Cincinnati, United States	$278K	$0	2	0.27%	Maintained
1888	VCAM Van Cleef Asset Management Beachwood, Ohio	$277K	+$18.1K	1	0.06%	Increased
1889	WCAMG Woodard & Company Asset Management Group Bermuda Run, North Carolina	$276K	+$9.46K	2	0.25%	Increased
1890	GAAM Guinness Atkinson Asset Management Pasadena, California	$275K	$0	1	0.18%	Maintained
1891	IIC Ironwood Investment Counsel Scottsdale, Arizona	$272K	+$6.97K	1	0.11%	Increased
1892	GAG GM Advisory Group Melville, New York	$271K	-$2.94K	1	0.08%	Reduced
1893	DAM Doheny Asset Management Los Angeles, California	$270K	-$76.8K	1	0.14%	Reduced
1894	HHGA Halbert Hargrove Global Advisors Long Beach, California	$268K	-$7.47K	1	0.07%	Reduced
1895	SSA South Street Advisors New York	$268K	$0	1	0.04%	Maintained
1896	SIM SSI Investment Management Los Angeles, California	$268K	-$1.34K	1	0.02%	Reduced
1897	WCM Windsor Capital Management Phoenix, Arizona	$268K	+$19.9K	1	0.12%	Increased
1898	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$267K	-$76.7K	2	0.03%	Reduced
1899	PVH Psagot Value Holdings Tel Aviv, Israel	$267K	+$88.4K	2	0.01%	Increased
1900	Aristotle Capital Management Los Angeles, California	$266K	$0	1	0%	Maintained