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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
1501	LCM Logan Capital Management Newtown Square, Pennsylvania	$376K	$0	1	0.03%	Maintained
1502	HA Heartland Advisors Milwaukee, Wisconsin	$375K	+$8.01K	1	0.02%	Increased
1503	TCM Tradition Capital Management Summit, New Jersey	$375K	-$149K	1	0.13%	Reduced
1504	Lincoln National Corp Radnor, Pennsylvania	$373K	-$221K	1	0.02%	Reduced
1505	KFS Kissinger Financial Services Hunt Valley, Maryland	$369K	+$383K	1	0.4%	New
1506	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$368K	-$26.2K	3	0.17%	Reduced
1507	DRD Dennis R. Delaney	$367K	$0	1	0.78%	Maintained
1508	FRM Fox Run Management Greenwich, Connecticut	$367K	+$13.1K	2	0.22%	Increased
1509	Pure Financial Advisors San Diego, California	$366K	-$10.2K	1	0.12%	Reduced
1510	PIA Peachtree Investment Advisors Atlanta, Georgia	$364K	$0	1	0.36%	Maintained
1511	SCP Syntal Capital Partners Midland, Texas	$360K	+$103K	1	0.22%	Increased
1512	MCM Maryland Capital Management Towson, Maryland	$354K	+$67.3K	1	0.05%	Increased
1513	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$353K	$0	1	0.22%	Maintained
1514	PAS Partnervest Advisory Services Santa Barbara, California	$350K	+$8.49K	1	0.17%	Increased
1515	FMT First Mercantile Trust Cordova, Tennessee	$349K	-$10.5K	1	0.05%	Reduced
1516	CPSAC Chas P. Smith & Associates (CPS) Lakeland, Florida	$348K	$0	1	0.06%	Maintained
1517	Edgewood Management Greenwich, Connecticut	$345K	$0	1	0%	Maintained
1518	Perpetual Ltd Sydney, New South Wales, Australia	$343K	-$450K	1	0.03%	Reduced
1519	RSS Rosenblum Silverman Sutton San Francisco, California	$343K	-$629K	1	0.16%	Reduced
1520	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$342K	+$31.6K	1	0.3%	Increased
1521	TCM Traynor Capital Management Malvern, Pennsylvania	$342K	+$55.8K	1	0.24%	Increased
1522	SBSB Sullivan, Bruyette, Speros & Blaney Mclean, Virginia	$341K	+$17.2K	1	0.03%	Increased
1523	WIA Westbourne Investment Advisors Annapolis, Maryland	$340K	$0	1	0.3%	Maintained
1524	FA FCG Advisors Chatham, New Jersey	$339K	+$105K	1	0.1%	Increased
1525	LC Lourd Capital Beverly Hills, California	$339K	-$7.69K	1	0.04%	Reduced