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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	NFGCM Norman Fields Gottscho Capital Management New York	$379K	$0	1	0.27%	Maintained
1452	Waverly Advisors Birmingham, Alabama	$379K	+$254K	1	0.17%	Increased
1453	Hillsdale Investment Management Toronto, Ontario, Canada	$378K	$0	1	0.14%	Maintained
1454	EPP ETF Portfolio Partners Leawood, Kansas	$377K	$0	1	0.33%	Maintained
1455	KP Keel Point Huntsville, Alabama	$374K	+$3.51K	1	0.2%	Increased
1456	SHGA Sand Hill Global Advisors Palo Alto, California	$374K	+$41K	1	0.06%	Increased
1457	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$368K	+$407K	1	0.4%	New
1458	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$368K	$0	1	0.06%	Maintained
1459	Stonehage Fleming Financial Services St. Helier, Jersey	$368K	-$86.2K	1	0.03%	Reduced
1460	LFR Lehman Financial Resources Media, Pennsylvania	$367K	-$141K	1	0.2%	Reduced
1461	UBWV United Bank (West Virginia) Parkersburg, West Virginia	$367K	$0	1	0.18%	Maintained
1462	WSC Wellington Shields & Co New York	$365K	+$365K	1	0.24%	New
1463	Atria Investments Charlotte, North Carolina	$363K	+$163K	1	0.04%	Increased
1464	MCM MV Capital Management Bethesda, Maryland	$360K	$0	3	0.14%	Maintained
1465	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$358K	-$44.4K	1	0.14%	Reduced
1466	BCM Buckhead Capital Management Atlanta, Georgia	$356K	$0	1	0.07%	Maintained
1467	GP GLG Partners London, United Kingdom	$354K	+$86.3K	1	0.01%	Increased
1468	HHGA Halbert Hargrove Global Advisors Long Beach, California	$354K	+$13.7K	1	0.15%	Increased
1469	Westfield Capital Management Boston, Massachusetts	$352K	+$393K	1	0%	New
1470	IT Independence Trust Franklin, Tennessee	$351K	$0	1	0.46%	Maintained
1471	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$351K	-$20.2K	1	0.28%	Reduced
1472	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$347K	$0	1	0.04%	Maintained
1473	BMM Buffington Mohr McNeal Boise, Idaho	$343K	+$343K	1	0.18%	New
1474	LCM Logan Capital Management Newtown Square, Pennsylvania	$343K	-$15.8K	1	0.03%	Reduced
1475	PMFA Plante Moran Financial Advisors Southfield, Michigan	$341K	-$13.4K	3	0.26%	Reduced