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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
1276	CP Camelot Portfolios Maumee, Ohio	$857K	+$8.83K	1	0.5%	Increased
1277	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$854K	$0	1	0.53%	Maintained
1278	LBC Lawrence B. Cohen	$850K	+$228K	1	0.51%	Increased
1279	Brighton Jones LLC Seattle, Washington	$849K	+$41.1K	1	0.15%	Increased
1280	PAM Princeton Alpha Management Princeton Junction, New Jersey	$845K	-$3.08M	1	0.15%	Reduced
1281	AA Apriem Advisors Irvine, California	$844K	+$216K	3	0.27%	Increased
1282	RIM Regent Investment Management Louisville, Kentucky	$841K	$0	1	0.46%	Maintained
1283	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$839K	$0	1	0.5%	Maintained
1284	EML Eos Management LP New York	$837K	$0	1	1.6%	Maintained
1285	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$832K	-$35.9K	4	0.32%	Reduced
1286	SPC Stewart & Patten Company Lafayette, California	$832K	-$12.4K	1	0.16%	Reduced
1287	AHC Anderson Hoagland & Co St Louis, Missouri	$828K	$0	1	0.51%	Maintained
1288	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$824K	$0	3	0.51%	Maintained
1289	PAIA Park Avenue Institutional Advisers New York	$823K	-$596	3	0.71%	Reduced
1290	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$823K	-$81.3K	2	1.08%	Reduced
1291	LFM Lumina Fund Management New York	$820K	$0	1	0.06%	Maintained
1292	PIM Platinum Investment Management Sydney Australia 2000, Australia	$820K	$0	1	0.02%	Maintained
1293	AAM Azzad Asset Management Falls Church, Virginia	$813K	$0	1	0.35%	Maintained
1294	SIC Schwartz Investment Counsel Plymouth, Michigan	$813K	$0	1	0.06%	Maintained
1295	BCM Brown Capital Management Baltimore, Maryland	$803K	+$92.2K	1	0.01%	Increased
1296	Prospera Financial Services Dallas, Texas	$802K	-$61.4K	2	0.17%	Reduced
1297	RG Renaissance Group Covington, Kentucky	$786K	-$13.6K	1	0.03%	Reduced
1298	Waldron Private Wealth Bridgeville, Pennsylvania	$786K	+$96.2K	2	0.29%	Increased
1299	Perpetual Ltd Sydney, New South Wales, Australia	$784K	-$153K	1	0.08%	Reduced
1300	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$783K	$0	1	0.15%	Maintained