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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
2001	CAM ClariVest Asset Management San Diego, California	$219K	-$25.4M	1	0%	Reduced
2002	MAM Meeder Asset Management Dublin, Ohio	$219K	-$144K	2	0.02%	Reduced
2003	DCM Dynamic Capital Management St. Helier, Jersey	$218K	+$6.69K	1	2.74%	Increased
2004	ANB Amarillo National Bank Amarillo, Texas	$217K	$0	1	0.12%	Maintained
2005	RTS Round Table Services Westfield, New Jersey	$216K	+$863	1	0.08%	Increased
2006	PC Palo Capital Newport Beach, California	$215K	-$1.4M	1	0.09%	Reduced
2007	HHGA Halbert Hargrove Global Advisors Long Beach, California	$212K	+$9.1K	1	0.05%	Increased
2008	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$210K	-$6.36K	1	0.02%	Reduced
2009	GAAM Guinness Atkinson Asset Management Pasadena, California	$210K	$0	1	0.18%	Maintained
2010	SFG StrategIQ Financial Group Merrillville, Indiana	$210K	+$23.6K	1	0.07%	Increased
2011	BMA Brooks Moore & Associates Chattanooga, Tennessee	$209K	+$245K	1	0.21%	New
2012	FWM Fairhaven Wealth Management Oak Brook, Illinois	$207K	+$242K	1	0.2%	New
2013	GAG GM Advisory Group Melville, New York	$207K	$0	1	0.08%	Maintained
2014	DAM Doheny Asset Management Los Angeles, California	$206K	$0	1	0.15%	Maintained
2015	LFA Legacy Financial Advisors Covington, Kentucky	$206K	+$13.4K	3	0.08%	Increased
2016	GAMC Garner Asset Management Corp Plano, Texas	$205K	-$267K	1	0.18%	Reduced
2017	PCP Proficio Capital Partners Newton, Massachusetts	$205K	+$35.6K	5	0.09%	Increased
2018	PVH Psagot Value Holdings Tel Aviv, Israel	$205K	$0	2	0.01%	Maintained
2019	Chilton Investment Company Stamford, Connecticut	$204K	+$231K	1	0.01%	New
2020	SNS Financial Group Minneapolis, Minnesota	$204K	-$29.2K	1	0.05%	Reduced
2021	SSA South Street Advisors New York	$204K	$0	1	0.07%	Maintained
2022	SIM SSI Investment Management Los Angeles, California	$204K	-$1.02K	1	0.02%	Reduced
2023	AL AJO LP Philadelphia, Pennsylvania	$202K	+$216K	1	0%	New
2024	Aristotle Capital Management Los Angeles, California	$202K	$0	1	0%	Maintained
2025	KB Kimelman & Baird New York	$202K	+$236K	1	0.03%	New