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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
1151	LCP Legacy Capital Partners Milwaukee, Wisconsin	$1.07M	-$19.6K	1	0.72%	Reduced
1152	LA Lucus Advisors New York	$1.06M	+$522K	3	0.59%	Increased
1153	BFC Blue Fin Capital Warren, Rhode Island	$1.06M	-$209K	2	0.83%	Reduced
1154	NGA Naples Global Advisors Naples, Florida	$1.06M	-$829K	1	0.55%	Reduced
1155	CL CPWM LLC Seattle, Washington	$1.06M	+$353K	2	0.23%	Increased
1156	Palisade Capital Management Fort Lee, New Jersey	$1.05M	+$207K	1	0.03%	Increased
1157	Ronald Blue & Co Roswell, Georgia	$1.04M	-$460K	2	0.05%	Reduced
1158	EIA Edgemoor Investment Advisors Bethesda, Maryland	$1.04M	+$961K	1	0.16%	Increased
1159	SC Searle & Co Greenwich, Connecticut	$1.03M	-$64K	1	1.06%	Reduced
1160	CAM Columbia Asset Management Ann Arbor, Michigan	$1.03M	$0	1	0.42%	Maintained
1161	PCTC Perkins Coie Trust Company Seattle, Washington	$1.02M	+$17.1K	2	0.82%	Increased
1162	RDM Retirement Design & Management Westport, Connecticut	$1.02M	+$1.12M	1	1.05%	New
1163	UFG United Fire Group Cedar Rapids, Iowa	$1.02M	+$1M	3	0.46%	Increased
1164	CNFG Creegan & Nassoura Financial Group Portsmouth, New Hampshire	$1.01M	-$9.79K	1	1.15%	Reduced
1165	Capital Fund Management (CFM) Paris, France	$1.01M	+$1.14M	1	0.01%	New
1166	MJRIC Mogy Joel R Investment Counsel Beverly Hills, California	$1.01M	-$980K	1	0.2%	Reduced
1167	SAS Spectrum Advisory Services Atlanta, Georgia	$1M	-$2.51K	1	0.42%	Reduced
1168	ECM EagleClaw Capital Management Boston, Massachusetts	$998K	-$127K	1	0.7%	Reduced
1169	SIG Schooner Investment Group Wayne, Pennsylvania	$994K	-$412K	2	0.71%	Reduced
1170	Aristotle Capital Management Los Angeles, California	$992K	-$24.5K	1	0.01%	Reduced
1171	BB Bell Bank Fargo, North Dakota	$991K	+$628K	1	0.79%	Increased
1172	CWM Confluence Wealth Management Portland, Oregon	$986K	+$113K	1	0.53%	Increased
1173	Eagle Global Advisors Houston, Texas	$985K	$0	2	0.03%	Maintained
1174	FBC Fairfield, Bush & Co Darien, Connecticut	$984K	-$3.09M	1	0.43%	Reduced
1175	11A 10-15 Associates Goshen, New York	$978K	-$31.2K	1	0.34%	Reduced