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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
1051	CBB Citizens Business Bank Ontario, California	$1.62M	+$17.5K	2	0.31%	Increased
1052	Rathbones Group Liverpool, United Kingdom	$1.62M	+$85K	1	0.11%	Increased
1053	Tudor Investment Corp Stamford, Connecticut	$1.61M	-$458K	2	0.06%	Reduced
1054	WIC Wilkins Investment Counsel Boston, Massachusetts	$1.61M	$0	1	0.57%	Maintained
1055	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$1.6M	+$22.1K	1	0.3%	Increased
1056	FM Forward Management San Francisco, California	$1.6M	+$1.65M	1	0.1%	New
1057	IAS IMA Advisory Services Denver, Colorado	$1.6M	$0	2	0.75%	Maintained
1058	SHA Smith Hayes Advisers Lincoln, Nebraska	$1.6M	-$48.5K	1	0.37%	Reduced
1059	BWM Braver Wealth Management Needham, Massachusetts	$1.59M	+$1.65M	1	0.48%	New
1060	SCA Salient Capital Advisors Houston, Texas	$1.59M	+$400K	1	0.03%	Increased
1061	EWM Endurance Wealth Management Providence, Rhode Island	$1.59M	$0	1	0.3%	Maintained
1062	CPR CSU Producer Resources Fairfield, Ohio	$1.58M	$0	1	14.79%	Maintained
1063	SJIM St. Johns Investment Management Jacksonville, Florida	$1.57M	-$4.25K	2	1.38%	Reduced
1064	Cullen Capital Management New York	$1.56M	$0	1	0.04%	Maintained
1065	HCA Harbour Capital Advisors Tysons Corner, Virginia	$1.55M	+$169K	1	1.28%	Increased
1066	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$1.53M	+$10.5K	2	0.93%	Increased
1067	LOCC Lombard Odier & Cie (Canada) Montreal, Quebec, Canada	$1.53M	-$13.6K	1	0.99%	Reduced
1068	AAM AR Asset Management West Hollywood, California	$1.52M	$0	1	0.62%	Maintained
1069	KIG Kovitz Investment Group Chicago, Illinois	$1.51M	+$5.49K	1	0.08%	Increased
1070	AP Atwood & Palmer Kansas City, Missouri	$1.51M	+$821K	2	0.29%	Increased
1071	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$1.51M	+$19.1K	1	0.29%	Increased
1072	FWCM First Western Capital Management Los Angeles, California	$1.5M	-$137K	1	0.44%	Reduced
1073	ST Spinnaker Trust Portland, Maine	$1.5M	+$550K	3	0.24%	Increased
1074	MIM Miller Investment Management West Conshohocken, Pennsylvania	$1.5M	$0	1	0.72%	Maintained
1075	WIC Willis Investment Counsel Gainesville, Georgia	$1.49M	+$1.58M	1	0.16%	New