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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
1451	OC Oakworth Capital Birmingham, Alabama	$339K	-$137K	2	0.18%	Reduced
1452	F.L. Putnam Investment Management Lynnfield, Massachusetts	$337K	+$17.8K	1	0.04%	Increased
1453	JIP Jaffetilchin Investment Partners Tampa, Florida	$333K	-$403K	1	0.12%	Reduced
1454	CSMF Charles Stewart Mott Foundation Flint, Michigan	$332K	+$364K	1	0.37%	New
1455	Hillsdale Investment Management Toronto, Ontario, Canada	$332K	$0	1	0.11%	Maintained
1456	LCM Logan Capital Management Newtown Square, Pennsylvania	$332K	+$9.11K	1	0.03%	Increased
1457	EPP ETF Portfolio Partners Leawood, Kansas	$331K	$0	1	0.31%	Maintained
1458	BCM Buckhead Capital Management Atlanta, Georgia	$330K	-$11.7K	1	0.06%	Reduced
1459	MCM MV Capital Management Bethesda, Maryland	$329K	-$191K	3	0.15%	Reduced
1460	MCC Mid Continent Capital Chicago, Illinois	$328K	-$19.2M	1	0.02%	Reduced
1461	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$327K	-$302K	1	0.27%	Reduced
1462	PAA Peregrine Asset Advisers Portland, Oregon	$327K	$0	1	0.33%	Maintained
1463	PMFA Plante Moran Financial Advisors Southfield, Michigan	$326K	+$62.5K	3	0.26%	Increased
1464	RCA Rex Capital Advisors Providence, Rhode Island	$326K	$0	1	0.35%	Maintained
1465	IT Independence Trust Franklin, Tennessee	$325K	+$10.8K	1	0.33%	Increased
1466	LG LaFleur & Godfrey Grand Rapids, Michigan	$324K	$0	1	0.1%	Maintained
1467	WTB Washington Trust Bank Spokane, Washington	$322K	-$166K	4	0.09%	Reduced
1468	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$321K	$0	1	0.04%	Maintained
1469	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$318K	$0	1	0.23%	Maintained
1470	HHGA Halbert Hargrove Global Advisors Long Beach, California	$315K	-$295K	1	0.15%	Reduced
1471	Magnetar Financial Evanston, Illinois	$314K	-$737K	1	0%	Reduced
1472	Ballentine Partners Waltham, Massachusetts	$313K	-$22.7K	1	0.03%	Reduced
1473	LPC Loeb Partners Corp New York	$312K	+$108K	1	0.11%	Increased
1474	SHGA Sand Hill Global Advisors Palo Alto, California	$309K	-$40K	1	0.05%	Reduced
1475	Tower Research Capital (TRC) New York	$306K	-$806K	7	0.03%	Reduced