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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	WPP Whalerock Point Partners Providence, Rhode Island	$1.55M	-$187K	1	0.67%	Reduced
1052	CK Cohen Klingenstein New York	$1.55M	$0	1	0.31%	Maintained
1053	LH Lebenthal Holdings New York	$1.55M	-$341K	3	0.36%	Reduced
1054	CAS Cue Advisory Services Phoenix, Arizona	$1.54M	+$46.4K	1	1.61%	Increased
1055	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$1.53M	-$19.6K	1	1.97%	Reduced
1056	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$1.48M	-$80.1K	1	0.26%	Reduced
1057	BA Bennicas & Associates Portola Valley, California	$1.47M	-$29.4K	1	1.37%	Reduced
1058	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$1.45M	-$641K	1	0.94%	Reduced
1059	BOH Bank of Hawaii Honolulu, Hawaii	$1.45M	-$325K	2	0.17%	Reduced
1060	EWM Endurance Wealth Management Providence, Rhode Island	$1.45M	+$4.99K	2	0.25%	Increased
1061	EMG Ellington Management Group Old Greenwich, Connecticut	$1.45M	+$1.56M	2	0.41%	New
1062	MAM Meeder Asset Management Dublin, Ohio	$1.44M	+$1.13M	3	0.14%	Increased
1063	Azimuth Capital Management Bloomfield Hills, Michigan	$1.43M	-$2.61M	1	0.15%	Reduced
1064	LAIC Lederer & Associates Investment Counsel Long Beach, California	$1.43M	-$14.7K	1	1.59%	Reduced
1065	Laird Norton Wetherby Wealth Management San Francisco, California	$1.43M	+$105K	2	0.37%	Increased
1066	TIA Tiemann Investment Advisors Menlo Park, California	$1.42M	+$2.52K	1	1.55%	Increased
1067	HIC Holderness Investments Company Greensboro, North Carolina	$1.42M	+$40.3K	2	1.49%	Increased
1068	ACM Alethea Capital Management Mercer Island, Washington	$1.42M	+$882K	1	2.15%	Increased
1069	MBT Monroe Bank & Trust Monroe, Michigan	$1.42M	-$10.1K	2	0.52%	Reduced
1070	SCM Schnieders Capital Management Pasadena, California	$1.42M	-$276K	1	0.98%	Reduced
1071	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$1.42M	-$39M	1	0.07%	Reduced
1072	AWA Arete Wealth Advisors Chicago, Illinois	$1.41M	+$1.77M	1	1.1%	New
1073	MFS Monetta Financial Services Wheaton, Illinois	$1.39M	-$499K	1	0.86%	Reduced
1074	YCM Yakira Capital Management Westport, Connecticut	$1.39M	+$1.74M	1	0.78%	New
1075	LC Lincoln Capital Lincoln, Nebraska	$1.38M	+$101K	1	1.15%	Increased