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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	Sheets Smith Wealth Management Winston-Salem, North Carolina	$1.85M	+$36.3K	1	0.62%	Increased
1002	Trustmark National Bank Trust Department Jackson, Mississippi	$1.84M	-$256K	2	0.26%	Reduced
1003	BAM Burnham Asset Management New York	$1.84M	-$1.91K	1	0.49%	Reduced
1004	CI Global Investments Oakland, California	$1.83M	+$1.96M	1	0.04%	New
1005	NPC National Planning Corporation El Segundo, California	$1.82M	+$131K	2	0.17%	Increased
1006	CCM Carderock Capital Management Chevy Chase, Maryland	$1.82M	-$1.54M	1	1.01%	Reduced
1007	Capital Advantage Walnut Creek, California	$1.8M	-$5.79K	2	0.7%	Reduced
1008	SeaBridge Investment Advisors Summit, New Jersey	$1.8M	-$7.03M	1	0.42%	Reduced
1009	LM Luminus Management Houston, Texas	$1.8M	-$7M	1	0.06%	Reduced
1010	Boston Trust Walden Boston, Massachusetts	$1.8M	-$3.63K	2	0.03%	Reduced
1011	Cumberland Partners Toronto, Ontario, Canada	$1.79M	-$125K	1	0.22%	Reduced
1012	BAM Banta Asset Management Newport Beach, California	$1.77M	+$1.77M	1	2.98%	Increased
1013	HMS Hanseatic Management Services Albuquerque, New Mexico	$1.76M	+$502K	2	0.55%	Increased
1014	Connable Office Inc Kalamazoo, Michigan	$1.74M	+$12.9K	1	0.52%	Increased
1015	Coastline Trust Providence, Rhode Island	$1.74M	+$125K	2	0.4%	Increased
1016	LOT Lombard Odier Transatlantic Montreal, Quebec, Canada	$1.73M	-$2.96M	1	1.8%	Reduced
1017	Stockman Wealth Management Billings, Montana	$1.72M	+$329K	1	1.49%	Increased
1018	Catalyst Capital Advisors Huntington, New York	$1.72M	+$377K	3	0.23%	Increased
1019	Stock Yards Bank & Trust Louisville, Kentucky	$1.72M	+$263K	2	0.26%	Increased
1020	CBN Cadence Bank NA Houston, Texas	$1.71M	+$924K	2	0.99%	Increased
1021	Aviance Capital Partners Naples, Florida	$1.7M	+$211K	2	0.7%	Increased
1022	Dixon Hubard Feinour & Brown Roanoke, Virginia	$1.7M	-$27.7K	2	0.62%	Reduced
1023	K.J. Harrison & Partners Toronto, Ontario, Canada	$1.69M	+$1.08M	1	0.83%	Increased
1024	1ST Source Bank South Bend, Indiana	$1.68M	-$143K	1	0.19%	Reduced
1025	Rathbones Group Liverpool, United Kingdom	$1.68M	-$23K	1	0.11%	Reduced