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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	SCM Southport Capital Management Chattanooga, Tennessee	$510K	$0	1	0.31%	Maintained
1427	SCM Stonebridge Capital Management Los Angeles, California	$505K	$0	1	0.21%	Maintained
1428	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$501K	-$9.45K	6	0.06%	Reduced
1429	PTC Provident Trust Company Waukesha, Wisconsin	$501K	$0	1	0.03%	Maintained
1430	LA Lucus Advisors New York	$500K	+$516K	1	0.24%	New
1431	Greenleaf Trust Kalamazoo, Michigan	$498K	+$292K	1	0.01%	Increased
1432	MCA Mercer Capital Advisers Little Silver, New Jersey	$494K	$0	1	0.44%	Maintained
1433	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$492K	+$1.82K	4	0.4%	Increased
1434	CEP Chicago Equity Partners Chicago, Illinois	$491K	-$1.98M	1	0.01%	Reduced
1435	JIC Joel Isaacson & Co New York	$486K	+$7.66K	4	0.12%	Increased
1436	ICOA Investment Centers of America Bismarck, North Dakota	$485K	-$83.1K	1	0.07%	Reduced
1437	South Texas Money Management San Antonio, Texas	$485K	+$24.1K	1	0.03%	Increased
1438	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$483K	-$108K	1	0.48%	Reduced
1439	DF Dent & Co Baltimore, Maryland	$482K	-$2.42K	1	0.01%	Reduced
1440	BAS Brown Advisory Securities Baltimore, Maryland	$481K	-$3.96K	1	0.16%	Reduced
1441	AWS Aris Wealth Services State College, Pennsylvania	$478K	+$201K	3	0.44%	Increased
1442	PIA Peachtree Investment Advisors Atlanta, Georgia	$478K	$0	2	0.36%	Maintained
1443	PCA Peddock Capital Advisors Braintree, Massachusetts	$478K	$0	1	0.39%	Maintained
1444	BKA Brick & Kyle Associates Newtown, Pennsylvania	$474K	$0	3	0.4%	Maintained
1445	LFR Lehman Financial Resources Media, Pennsylvania	$474K	$0	4	0.23%	Maintained
1446	KT Kanaly Trust Houston, Texas	$473K	+$1.44K	3	0.09%	Increased
1447	IAM Impax Asset Management Portsmouth, New Hampshire	$472K	+$27.4K	1	0.03%	Increased
1448	MBT Montecito Bank & Trust Santa Barbara, California	$467K	$0	1	0.23%	Maintained
1449	Prospera Financial Services Dallas, Texas	$467K	+$145K	2	0.11%	Increased
1450	HPBT High Point Bank & Trust High Point, North Carolina	$459K	+$33.4K	3	0.14%	Increased