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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	EC Eachwin Capital New York	$509K	$0	1	0.48%	Maintained
1427	Homrich & Berg Atlanta, Georgia	$503K	-$52.3K	1	0.05%	Reduced
1428	OC Oakworth Capital Birmingham, Alabama	$503K	+$56K	4	0.19%	Increased
1429	WCP Welch Capital Partners Harrison, New York	$503K	$0	1	0.18%	Maintained
1430	SLF Sun Life Financial Toronto, Ontario, Canada	$499K	-$397K	1	0.06%	Reduced
1431	ACS Archford Capital Strategies Swansea, Illinois	$496K	+$9.85K	2	0.26%	Increased
1432	SCM SOL Capital Management Rockville, Maryland	$496K	$0	1	0.17%	Maintained
1433	WOC West Oak Capital Westlake Village, California	$495K	-$15.2K	3	0.36%	Reduced
1434	SC Sasco Capital Fairfield, Connecticut	$494K	$0	1	0.01%	Maintained
1435	SC Schulhoff & Co Cincinnati, Ohio	$494K	$0	1	0.31%	Maintained
1436	Capital Analysts LLC Fort Washington, Pennsylvania	$493K	+$42.4K	2	0.1%	Increased
1437	PAA Peregrine Asset Advisers Portland, Oregon	$493K	$0	1	0.33%	Maintained
1438	GD Grandfield & Dodd New York	$492K	-$10.2K	1	0.07%	Reduced
1439	UBWV United Bank (West Virginia) Parkersburg, West Virginia	$492K	+$99.5K	1	0.23%	Increased
1440	GLI Guardian Life Insurance New York	$487K	+$3.97K	3	0.04%	Increased
1441	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$487K	-$185K	1	0.22%	Reduced
1442	KFA Kelleher Financial Advisors New York	$486K	-$484K	1	0.29%	Reduced
1443	SCI S&CO Inc Boston, Massachusetts	$482K	+$122K	1	0.07%	Increased
1444	SCA Salient Capital Advisors Houston, Texas	$481K	-$147K	1	0.01%	Reduced
1445	BAM Bruderman Asset Management Locust Valley, New York	$476K	+$57.8K	3	0.15%	Increased
1446	B BancorpSouth Tupelo, Mississippi	$470K	+$10.2K	1	0.05%	Increased
1447	CL CSS LLC Chicago, Illinois	$468K	-$30.2K	1	0.03%	Reduced
1448	MFW Mosaic Family Wealth St. Louis, Missouri	$468K	+$17K	2	0.23%	Increased
1449	BCM Birmingham Capital Management Birmingham, Alabama	$467K	$0	1	0.2%	Maintained
1450	PHS Pekin Hardy Strauss Chicago, Illinois	$467K	-$12.2K	1	0.1%	Reduced