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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
1101	LCM Leonard Capital Management Vero Beach, Florida	$1.58M	$0	1	0.57%	Maintained
1102	BT Bankers Trust Des Moines, Iowa	$1.58M	+$6.61K	1	1.01%	Increased
1103	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$1.58M	-$16.1K	1	0.98%	Reduced
1104	AW Alpha Windward Westwood, Massachusetts	$1.54M	-$116K	3	1.07%	Reduced
1105	BCM Boltwood Capital Management Walnut Creek, California	$1.54M	-$214K	1	0.49%	Reduced
1106	CCM Compton Capital Management Providence, Rhode Island	$1.54M	+$45.7K	1	0.89%	Increased
1107	Cullen Capital Management New York	$1.53M	+$1.48M	1	0.04%	New
1108	PCTC Perkins Coie Trust Company Seattle, Washington	$1.53M	-$19.8K	2	1.47%	Reduced
1109	HCM Howland Capital Management Boston, Massachusetts	$1.52M	+$28.6K	1	0.17%	Increased
1110	ACS Archford Capital Strategies Swansea, Illinois	$1.52M	+$1.47M	2	1.27%	New
1111	HHC Hutchin Hill Capital New York	$1.52M	-$4.56M	1	0.08%	Reduced
1112	HCM Hutchinson Capital Management San Rafael, California	$1.51M	-$6.39K	1	0.45%	Reduced
1113	AP Advisor Partners Walnut Creek, California	$1.5M	+$26.1K	2	0.82%	Increased
1114	CT Cambridge Trust Cambridge, Massachusetts	$1.5M	+$68.2K	1	0.14%	Increased
1115	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$1.49M	$0	3	1.27%	Maintained
1116	HCA Harbour Capital Advisors Tysons Corner, Virginia	$1.49M	+$438K	1	1.41%	Increased
1117	SGAM Steinberg Global Asset Management Boca Raton, Florida	$1.47M	+$65.7K	1	0.37%	Increased
1118	ICRM Insight Capital Research & Management Walnut Creek, California	$1.47M	+$75.4K	1	0.34%	Increased
1119	CCM Condor Capital Management Martinsville, New Jersey	$1.46M	-$9.55K	1	0.44%	Reduced
1120	Aristotle Capital Management Los Angeles, California	$1.45M	$0	1	0.02%	Maintained
1121	Laird Norton Wetherby Wealth Management San Francisco, California	$1.45M	+$1.97K	2	0.41%	Increased
1122	MRCM M&R Capital Management Summit, New Jersey	$1.44M	+$191K	2	0.35%	Increased
1123	Shinko Asset Management Company Tokyo, Japan	$1.44M	-$10.8K	3	0.01%	Reduced
1124	MIM Marco Investment Management Atlanta, Georgia	$1.43M	-$73.8K	3	0.3%	Reduced
1125	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$1.43M	+$1.4M	1	1.27%	New