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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
1401	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$407K	+$9.69K	4	0.36%	Increased
1402	B Bellecapital Zurich, Switzerland	$405K	-$518K	1	0.6%	Reduced
1403	MLL Moody Lynn & Lieberson Boston, Massachusetts	$405K	+$76.6K	1	0.08%	Increased
1404	SEC Seven Eight Capital New York	$403K	+$272K	2	0.35%	Increased
1405	RIA Regal Investment Advisors Kentwood, Michigan	$401K	+$190K	2	0.1%	Increased
1406	DF Dent & Co Baltimore, Maryland	$400K	+$14.6K	1	0.01%	Increased
1407	TC TradeLink Capital Chicago, Illinois	$400K	-$190K	1	0.99%	Reduced
1408	CPA Columbia Pacific Advisors Seattle, Washington	$398K	+$475K	1	0.41%	New
1409	SCA Secor Capital Advisors New York	$398K	-$395K	1	0.12%	Reduced
1410	MCA Mercer Capital Advisers Little Silver, New Jersey	$397K	$0	1	0.37%	Maintained
1411	PAM Princeton Alpha Management Princeton Junction, New Jersey	$397K	-$1.62M	1	0.08%	Reduced
1412	AA Apriem Advisors Irvine, California	$395K	+$278K	3	0.15%	Increased
1413	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$395K	-$93.4K	1	0.07%	Reduced
1414	ZCM Zebra Capital Management Stamford, Connecticut	$395K	-$410K	1	0.24%	Reduced
1415	CAM CG Asset Management New York	$393K	-$40.5K	1	0.17%	Reduced
1416	Diversified Trust Memphis, Tennessee	$392K	-$42.4K	1	0.04%	Reduced
1417	PTC Provident Trust Company Waukesha, Wisconsin	$392K	-$11.3K	1	0.02%	Reduced
1418	Greenleaf Trust Kalamazoo, Michigan	$389K	-$11.3K	1	0.01%	Reduced
1419	Eastern Bank Boston, Massachusetts	$388K	-$171K	1	0.03%	Reduced
1420	LBC Lawrence B. Cohen	$388K	+$111K	1	0.27%	Increased
1421	GWM Greenwich Wealth Management Greenwich, Connecticut	$387K	+$426K	1	0.09%	New
1422	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$387K	-$1.14M	1	0.04%	Reduced
1423	SCM Stonebridge Capital Management Los Angeles, California	$387K	-$19.6K	1	0.17%	Reduced
1424	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$384K	-$39.1K	1	0.1%	Reduced
1425	PCA Peddock Capital Advisors Braintree, Massachusetts	$384K	+$677	1	0.35%	Increased