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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
2751	NO Ninety One Cape Town, South Africa	$127K	-$22.5K	1	0.04%	Reduced
2752	VC Vestor Capital Chicago, Illinois	$127K	$0	1	0.01%	Maintained
2753	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$122K	+$79K	3	0.03%	Increased
2754	SAM Strategic Asset Management Rochester, Minnesota	$122K	$0	3	0.17%	Maintained
2755	CC Commons Capital Needham, Massachusetts	$118K	+$95	1	0.13%	Increased
2756	DI Disciplined Investments Tulsa, Oklahoma	$118K	+$6.26K	7	0.05%	Increased
2757	SIS Sound Income Strategies Ft Lauderdale, Florida	$118K	+$1.71K	3	0.01%	Increased
2758	RCA Reitz Capital Advisors Freeland, Michigan	$114K	-$152K	1	0.08%	Reduced
2759	TFO Tarbox Family Office Newport Beach, California	$113K	-$315K	3	0.02%	Reduced
2760	PPWM PFG Private Wealth Management Lutz, Florida	$112K	-$657K	2	0.06%	Reduced
2761	GW&K Investment Management Boston, Massachusetts	$110K	+$104K	3	0%	New
2762	RFP Roth Financial Partners Kingwood, Texas	$107K	+$99.9K	1	0.08%	New
2763	VCM Versant Capital Management Phoenix, Arizona	$107K	+$1.88K	6	0.03%	Increased
2764	ME McIlrath & Eck Arlington, Washington	$106K	$0	4	0.03%	Maintained
2765	BWS BCR Wealth Strategies Vestavia, Alabama	$103K	$0	1	0.1%	Maintained
2766	GCA Greenwood Capital Associates Greenwood, South Carolina	$102K	+$95.9K	1	0.03%	New
2767	CCA Column Capital Advisors Indianapolis, Indiana	$101K	-$59K	2	0.02%	Reduced
2768	EW Emerson Wealth Bloomfield Hills, Michigan	$101K	+$47.1K	1	0.06%	Increased
2769	IRC Investors Research Corp Atlanta, Georgia	$100K	-$1.6K	3	0.03%	Reduced
2770	FIA FNY Investment Advisers New York	$99K	+$99.5K	4	0.09%	New
2771	DWA Delos Wealth Advisors Dallas, Texas	$98K	-$42.4K	3	0.1%	Reduced
2772	LJHT Laurie J. Hall Trustee	$95K	$0	1	0.04%	Maintained
2773	MUFG Securities EMEA London, United Kingdom	$95K	-$18.9M	1	0%	Reduced
2774	TC Tacita Capital Toronto, Ontario, Canada	$94K	+$9.1K	2	0.05%	Increased
2775	EL EMFO LLC Weston, Florida	$92K	$0	1	0.08%	Maintained