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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
1001	Duff & Phelps Investment Management Chicago, Illinois	$1.56M	+$1.58M	1	0.03%	New
1002	LCM Leonard Capital Management Vero Beach, Florida	$1.54M	+$1.56M	1	0.59%	New
1003	G GlobalBridge Minneapolis, Minnesota	$1.52M	+$1.55M	2	0.83%	New
1004	FMT First Mercantile Trust Cordova, Tennessee	$1.51M	+$1.5M	4	0.13%	New
1005	SHA Smith Hayes Advisers Lincoln, Nebraska	$1.51M	+$1.53M	1	0.63%	New
1006	HMS Hanseatic Management Services Albuquerque, New Mexico	$1.5M	+$1.41M	2	0.91%	New
1007	LCP Legacy Capital Partners Milwaukee, Wisconsin	$1.5M	+$1.52M	1	1.15%	New
1008	JMFC J.M. Forbes & Co Boston, Massachusetts	$1.5M	+$1.51M	1	0.45%	New
1009	MJP Michael J. Puzo	$1.49M	+$1.5M	1	1.31%	New
1010	CBB Citizens Business Bank Ontario, California	$1.48M	+$1.51M	2	0.33%	New
1011	DJSG D.J. St. Germain Springfield, Massachusetts	$1.47M	+$1.45M	2	0.24%	New
1012	BCM Boltwood Capital Management Walnut Creek, California	$1.47M	+$1.48M	1	0.6%	New
1013	NCIM New Century Investment Management Southfield, Michigan	$1.46M	+$1.37M	1	1.07%	New
1014	RHJA Rice Hall James & Associates San Diego, California	$1.45M	+$1.4M	1	0.14%	New
1015	CT Coastline Trust Providence, Rhode Island	$1.44M	+$1.44M	2	0.44%	New
1016	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$1.44M	+$1.45M	3	0.28%	New
1017	MAI Capital Management Independence, Ohio	$1.44M	+$1.45M	1	0.19%	New
1018	AMG National Trust Bank Greenwood Village, Colorado	$1.43M	+$1.35M	1	0.19%	New
1019	MIM Marco Investment Management Atlanta, Georgia	$1.43M	+$1.38M	3	0.41%	New
1020	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$1.43M	+$1.35M	2	0.23%	New
1021	Anchor Capital Advisors Boston, Massachusetts	$1.39M	+$1.42M	2	0.03%	New
1022	CPR CSU Producer Resources Fairfield, Ohio	$1.39M	+$1.41M	1	25.5%	New
1023	EWM Endurance Wealth Management Providence, Rhode Island	$1.39M	+$1.41M	1	0.31%	New
1024	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$1.39M	+$1.3M	1	0.3%	New
1025	AAM Aston Asset Management Chicago, Illinois	$1.39M	+$1.34M	1	0.39%	New