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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
1251	LC Lourd Capital Beverly Hills, California	$453K	+$457K	1	0.05%	New
1252	Waverly Advisors Birmingham, Alabama	$453K	+$458K	1	0.26%	New
1253	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$449K	+$454K	1	0.17%	New
1254	CL CPWM LLC Seattle, Washington	$448K	+$452K	1	0.18%	New
1255	ALA Atherton Lane Advisers Menlo Park, California	$443K	+$448K	1	0.03%	New
1256	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$441K	+$446K	1	0.05%	New
1257	MC MRJ Capital New York	$439K	+$413K	1	0.31%	New
1258	WOC West Oak Capital Westlake Village, California	$439K	+$443K	2	0.37%	New
1259	LWM Lyons Wealth Management Winter Park, Florida	$436K	+$412K	1	0.44%	New
1260	Ronald Blue & Co Roswell, Georgia	$435K	+$432K	2	0.04%	New
1261	Greenleaf Trust Kalamazoo, Michigan	$431K	+$436K	1	0.02%	New
1262	FFA First Foundation Advisors Irvine, California	$426K	+$431K	1	0.08%	New
1263	BAS Brown Advisory Securities Baltimore, Maryland	$425K	+$428K	1	0.21%	New
1264	HAMF Hatteras Alternative Mutual Funds Raleigh, North Carolina	$425K	+$435K	1	0.45%	New
1265	SCM SOL Capital Management Rockville, Maryland	$420K	+$425K	1	0.17%	New
1266	RIA Rushmore Investment Advisors Plano, Texas	$416K	+$421K	1	0.08%	New
1267	PMG ProVise Management Group Clearwater, Florida	$411K	+$415K	1	0.12%	New
1268	HPBT High Point Bank & Trust High Point, North Carolina	$405K	+$409K	1	0.14%	New
1269	FIM Freedom Investment Management Hartford, Connecticut	$403K	+$408K	1	0.14%	New
1270	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$403K	+$413K	1	0.09%	New
1271	GD Grandfield & Dodd New York	$401K	+$405K	1	0.08%	New
1272	Brighton Jones LLC Seattle, Washington	$400K	+$405K	1	0.12%	New
1273	KT Kanaly Trust Houston, Texas	$400K	+$405K	1	0.12%	New
1274	IH IFC Holdings Tampa, Florida	$398K	+$400K	1	0.1%	New
1275	Everett Harris & Co Los Angeles, California	$396K	+$400K	1	0.02%	New