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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
1426	Verition Fund Management Greenwich, Connecticut	$440K	-$1.69M	1	0.1%	Reduced
1427	DLHL Donald L. Hagan LLC Sarasota, Florida	$439K	+$423K	1	0.41%	New
1428	Rockefeller Financial Services New York	$437K	$0	1	0.01%	Maintained
1429	CCG Chatham Capital Group Savannah, Georgia	$436K	-$22.2K	1	0.13%	Reduced
1430	CEP Chicago Equity Partners Chicago, Illinois	$434K	-$28M	1	0.01%	Reduced
1431	FC Fayerweather Charles	$434K	+$28.2K	1	1.47%	Increased
1432	ACM Alethea Capital Management Mercer Island, Washington	$432K	+$402K	1	0.44%	New
1433	Miracle Mile Advisors Los Angeles, California	$430K	+$405K	1	0.46%	New
1434	PAS Partnervest Advisory Services Santa Barbara, California	$430K	+$48.9K	1	0.21%	Increased
1435	KPA Keel Point Advisors Vienna, Virginia	$429K	+$404K	1	0.35%	New
1436	SHGA Sand Hill Global Advisors Palo Alto, California	$429K	-$29.2K	1	0.07%	Reduced
1437	VNA VNBTrust National Association Charlottesville, Virginia	$428K	$0	1	0.19%	Maintained
1438	MCM Maryland Capital Management Towson, Maryland	$426K	+$66.5K	1	0.07%	Increased
1439	GCG Giovine Capital Group Santa Monica, California	$424K	-$18.6K	1	0.24%	Reduced
1440	OC Oarsman Capital Milwaukee, Wisconsin	$424K	-$13K	1	0.31%	Reduced
1441	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$422K	-$54.1K	1	0.25%	Reduced
1442	R RQSI Nassau, Bahamas	$420K	+$449K	1	0.39%	New
1443	Ballentine Partners Waltham, Massachusetts	$417K	+$4.02K	1	0.05%	Increased
1444	AF Aldebaran Financial	$412K	-$49.6K	1	0.36%	Reduced
1445	IAM Impax Asset Management Portsmouth, New Hampshire	$412K	-$61.6K	1	0.02%	Reduced
1446	JIP Jaffetilchin Investment Partners Tampa, Florida	$412K	+$383K	1	0.14%	New
1447	DAM Doheny Asset Management Los Angeles, California	$405K	$0	1	0.19%	Maintained
1448	KL KWMG LLC Overland Park, Kansas	$403K	+$366K	1	0.34%	New
1449	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$403K	+$378K	2	0.28%	New
1450	OIM Orca Investment Management Roseburg, Oregon	$401K	$0	1	0.36%	Maintained