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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
976	Telemus Capital Southfield, Michigan	$2.1M	-$40.1K	1	0.57%	Reduced
977	Atlantic Union Bankshares Glen Allen, Virginia	$2.09M	+$91.7K	1	0.98%	Increased
978	Verition Fund Management Greenwich, Connecticut	$2.09M	+$246K	3	0.3%	Increased
979	OA Outfitter Advisors Mclean, Virginia	$2.08M	+$118K	2	0.81%	Increased
980	First Horizon Advisors Memphis, Tennessee	$2.08M	-$165K	4	0.32%	Reduced
981	CCM CrestPoint Capital Management Four Seasons, Missouri	$2.07M	+$10.9K	2	1.25%	Increased
982	DSC Duncker Streett & Co St. Louis, Missouri	$2.06M	+$1.1K	2	0.7%	Increased
983	Wolverine Asset Management Chicago, Illinois	$2.06M	-$6.93M	3	0.04%	Reduced
984	Savant Capital Rockford, Illinois	$2.05M	-$24.7K	2	0.87%	Reduced
985	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$2.04M	+$681K	1	0.89%	Increased
986	NFGCM Norman Fields Gottscho Capital Management New York	$2.04M	+$14.4K	2	1.35%	Increased
987	Boston Trust Walden Boston, Massachusetts	$2.03M	-$401K	2	0.03%	Reduced
988	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$2.03M	+$821K	1	1.79%	Increased
989	ETrade Capital Management Arlington, Virginia	$2.02M	+$263K	2	0.13%	Increased
990	Archford Capital Strategies Swansea, Illinois	$2M	-$115K	2	1.59%	Reduced
991	WBH Advisory Baltimore, Maryland	$2M	-$67.8K	2	0.7%	Reduced
992	ABP Arthur B. Page	$1.99M	+$166K	1	1.97%	Increased
993	Dixon Hubard Feinour & Brown Roanoke, Virginia	$1.99M	-$30.4K	2	0.65%	Reduced
994	1ST Source Bank South Bend, Indiana	$1.98M	-$228K	1	0.26%	Reduced
995	Mogy Joel R Investment Counsel Beverly Hills, California	$1.98M	-$202K	1	0.4%	Reduced
996	LMAM Legg Mason Asset Management Tokyo, Japan	$1.98M	-$227K	1	1.39%	Reduced
997	Tompkins Financial Ithaca, New York	$1.97M	+$36.1K	3	0.52%	Increased
998	MPA Marvin & Palmer Associates Wilmington, Delaware	$1.96M	-$2.62M	1	2%	Reduced
999	BA Birinyi Associates Westport, Connecticut	$1.96M	-$99.2K	1	0.89%	Reduced
1000	WPP Whalerock Point Partners Providence, Rhode Island	$1.96M	+$79K	1	0.88%	Increased