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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
1676	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$313K	+$84.2K	1	0.03%	Increased
1677	RHFI Reilly Herbert Faulkner III	$313K	$0	1	0.2%	Maintained
1678	ACA Ackerman Capital Advisors Dallas, Texas	$312K	+$304K	1	0.13%	New
1679	WCM Windsor Capital Management Phoenix, Arizona	$312K	-$47.9K	1	0.16%	Reduced
1680	BCM Bourgeon Capital Management Darien, Connecticut	$310K	$0	1	0.19%	Maintained
1681	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$309K	-$212K	1	0.21%	Reduced
1682	WCM Weatherstone Capital Management Denver, Colorado	$308K	+$34.5K	1	0.2%	Increased
1683	SCI Stableford Capital II Scottsdale, Arizona	$307K	+$299K	1	0.25%	New
1684	HA Harbor Advisors West Palm Beach, Florida	$303K	$0	1	0.12%	Maintained
1685	JCM Jag Capital Management St Louis, Missouri	$302K	$0	1	0.06%	Maintained
1686	LJAC L.J. Altfest & Co New York	$301K	-$5.84K	1	0.18%	Reduced
1687	AIA Affinity Investment Advisors Newport Beach, California	$299K	-$4.79M	1	0.04%	Reduced
1688	CL CSS LLC Chicago, Illinois	$299K	$0	1	0.01%	Maintained
1689	JCM Jacobi Capital Management Pittston, Pennsylvania	$298K	$0	2	0.12%	Maintained
1690	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$297K	$0	1	0.14%	Maintained
1691	FNT First Nebraska Trust Lincoln, Nebraska	$295K	$0	1	0.07%	Maintained
1692	Mariner Independent Advisor Network Overland Park, Kansas	$294K	-$2.4M	1	0.04%	Reduced
1693	HCM Harvey Capital Management Palm Beach, Florida	$293K	$0	1	0.13%	Maintained
1694	DOA D'Orazio & Associates Falls Church, Virginia	$291K	$0	1	0.11%	Maintained
1695	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$290K	+$282K	1	0.05%	New
1696	FHC First Heartland Consultants Lake St. Louis, Missouri	$290K	$0	1	0.08%	Maintained
1697	GC Gilbert & Cook West Des Moines, Iowa	$289K	+$282K	1	0.1%	New
1698	GFPC Global Financial Private Capital Sarasota, Florida	$286K	+$45.7K	1	0.01%	Increased
1699	VNA VNBTrust National Association Charlottesville, Virginia	$285K	$0	1	0.11%	Maintained
1700	BWM Baystate Wealth Management Boston, Massachusetts	$284K	+$1.27K	2	0.05%	Increased