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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
1551	ABP Arthur B. Page	$312K	-$30.5K	1	0.31%	Reduced
1552	JCM Jacobi Capital Management Pittston, Pennsylvania	$312K	+$306K	2	0.16%	New
1553	CBT Central Bank & Trust Lexington, Kentucky	$310K	-$67.5K	2	0.09%	Reduced
1554	CCG Chatham Capital Group Savannah, Georgia	$310K	-$50.8K	1	0.1%	Reduced
1555	LJHT Laurie J. Hall Trustee	$303K	+$8.13K	1	0.2%	Increased
1556	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$303K	-$113K	4	0.19%	Reduced
1557	CP Coho Partners Berwyn, Pennsylvania	$302K	$0	1	0.01%	Maintained
1558	CA Cornerstone Advisory Hunt Valley, Maryland	$301K	$0	1	0.25%	Maintained
1559	EMB Elefante Mark B	$301K	+$9.15K	1	4.53%	Increased
1560	Braun Stacey Associates New York	$300K	-$111K	1	0.02%	Reduced
1561	Krilogy Financial St. Louis, Missouri	$300K	+$54.4K	3	0.1%	Increased
1562	Simplex Trading Chicago, Illinois	$299K	-$1.36M	2	0.02%	Reduced
1563	SWA Sutton Wealth Advisors Tampa, Florida	$298K	+$6.74K	5	0.28%	Increased
1564	MCM Maryland Capital Management Towson, Maryland	$292K	-$25.4K	1	0.05%	Reduced
1565	TCM Traynor Capital Management Malvern, Pennsylvania	$292K	-$381K	1	0.23%	Reduced
1566	WSC Wellington Shields & Co New York	$292K	$0	1	0.18%	Maintained
1567	DAM Delta Asset Management Memphis, Tennessee	$288K	$0	3	0.05%	Maintained
1568	TPWA TRUE Private Wealth Advisors Salem, Oregon	$288K	-$4.67K	1	0.1%	Reduced
1569	TI Turner Investments Berwyn, Pennsylvania	$287K	+$272K	1	0.09%	New
1570	CPO Cerity Partners OCIO New York	$286K	$0	1	0.03%	Maintained
1571	Guardian Capital (Canada) Toronto, Ontario, Canada	$285K	-$53.5K	1	0%	Reduced
1572	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$283K	+$11.6K	2	0.16%	Increased
1573	AWM Altavista Wealth Management Asheville, North Carolina	$282K	$0	1	0.16%	Maintained
1574	CIM CenturyLink Investment Management Denver, Colorado	$282K	+$267K	1	0.1%	New
1575	Dodge & Cox San Francisco, California	$282K	+$279K	1	0%	New