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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
1351	CCG Chatham Capital Group Savannah, Georgia	$422K	+$436K	1	0.13%	New
1352	AHC Anderson Hoagland & Co St Louis, Missouri	$421K	$0	1	0.26%	Maintained
1353	TC Taylor Cottrill New London, New Hampshire	$418K	$0	1	0.2%	Maintained
1354	WIS Wright Investors Service Shelton, Connecticut	$412K	-$675K	1	0.2%	Reduced
1355	OCG Opus Capital Group Cincinnati, Ohio	$404K	-$417K	1	0.06%	Reduced
1356	OC Oarsman Capital Milwaukee, Wisconsin	$402K	+$14.7K	1	0.3%	Increased
1357	Rockefeller Financial Services New York	$401K	-$31.2K	1	0.01%	Reduced
1358	PL Parkwood LLC Cleveland, Ohio	$399K	+$382K	1	0.08%	New
1359	LSA L & S Advisors Los Angeles, California	$397K	-$3.75M	1	0.19%	Reduced
1360	HI Hudock Inc Williamsport, Pennsylvania	$393K	-$53.4K	3	0.24%	Reduced
1361	VNA VNBTrust National Association Charlottesville, Virginia	$393K	-$15.4K	1	0.2%	Reduced
1362	HHGA Halbert Hargrove Global Advisors Long Beach, California	$390K	-$121K	1	0.11%	Reduced
1363	GCG Giovine Capital Group Santa Monica, California	$388K	$0	1	0.23%	Maintained
1364	Wealthfront Palo Alto, California	$384K	-$216K	3	0.03%	Reduced
1365	PHK Point72 Hong Kong Hong Kong	$382K	+$401K	2	0.21%	New
1366	Ballentine Partners Waltham, Massachusetts	$379K	-$138K	1	0.04%	Reduced
1367	PO Private Ocean San Rafael, California	$378K	$0	1	0.28%	Maintained
1368	BCA Benchmark Capital Advisors New York	$377K	$0	1	0.26%	Maintained
1369	MBT Montecito Bank & Trust Santa Barbara, California	$377K	+$31.1K	1	0.23%	Increased
1370	AWM Altavista Wealth Management Asheville, North Carolina	$372K	-$5.42K	1	0.24%	Reduced
1371	FC Fayerweather Charles	$371K	+$28.3K	1	1.28%	Increased
1372	LPC Loeb Partners Corp New York	$370K	$0	1	0.12%	Maintained
1373	LCM Logan Capital Management Newtown Square, Pennsylvania	$370K	+$16.9K	1	0.03%	Increased
1374	OIM Orca Investment Management Roseburg, Oregon	$368K	+$16.7K	1	0.32%	Increased
1375	DAM Doheny Asset Management Los Angeles, California	$362K	$0	1	0.18%	Maintained