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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
1076	LOCC Lombard Odier & Cie (Canada) Montreal, Quebec, Canada	$1.72M	-$5.67K	1	1.33%	Reduced
1077	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$1.72M	-$14.1K	2	0.28%	Reduced
1078	Baker Avenue Asset Management San Francisco, California	$1.71M	-$2.46M	1	0.27%	Reduced
1079	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$1.71M	+$258K	3	0.2%	Increased
1080	BA Birinyi Associates Westport, Connecticut	$1.7M	+$237K	1	0.86%	Increased
1081	ACP Aviance Capital Partners Naples, Florida	$1.69M	+$61.1K	1	0.71%	Increased
1082	LCP Legacy Capital Partners Milwaukee, Wisconsin	$1.69M	-$183K	1	1.19%	Reduced
1083	SJIM St. Johns Investment Management Jacksonville, Florida	$1.69M	+$1.63M	2	1.52%	New
1084	AAM AR Asset Management West Hollywood, California	$1.68M	$0	1	0.7%	Maintained
1085	KAM Kokusai Asset Management Tokyo, Japan	$1.68M	-$68.5K	1	2.33%	Reduced
1086	NGA Naples Global Advisors Naples, Florida	$1.68M	+$244K	2	1.03%	Increased
1087	LWM LBA Wealth Management Jacksonville, Florida	$1.67M	-$44K	3	1.37%	Reduced
1088	ECM EagleClaw Capital Management Boston, Massachusetts	$1.67M	+$1.63M	1	1.2%	New
1089	BA Bennicas & Associates Portola Valley, California	$1.66M	-$137K	1	1.33%	Reduced
1090	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$1.62M	+$1.57M	1	1.05%	New
1091	RB Rodgers Brothers Harmony, Pennsylvania	$1.62M	-$25.6K	2	0.78%	Reduced
1092	MC Menta Capital San Francisco, California	$1.62M	+$263K	2	0.48%	Increased
1093	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$1.62M	+$587K	1	0.9%	Increased
1094	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$1.62M	+$333K	4	1.35%	Increased
1095	EP Edgestream Partners Princeton, New Jersey	$1.61M	+$545K	1	1.72%	Increased
1096	Rathbones Group Liverpool, United Kingdom	$1.61M	+$134K	1	0.13%	Increased
1097	FCB First Citizens Bancorporation Columbia, South Carolina	$1.6M	+$39.9K	1	1.29%	Increased
1098	AP Atwood & Palmer Kansas City, Missouri	$1.59M	+$8.19K	1	0.37%	Increased
1099	WPC White Pine Capital Bloomington, Minnesota	$1.59M	-$34.3K	1	0.54%	Reduced
1100	ETrade Capital Management Arlington, Virginia	$1.59M	+$29.4K	2	0.11%	Increased