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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
726	SC Saybrook Capital Winston Salem, North Carolina	$15M	-$726K	1	3.76%	Reduced
727	EIA Emerald Investment Advisers Leola, Pennsylvania	$15M	+$3.38M	2	1%	Increased
728	Principal Securities Des Moines, Iowa	$15M	-$945K	4	0.18%	Reduced
729	BKA Brick & Kyle Associates Newtown, Pennsylvania	$14.9M	$0	2	4.92%	Maintained
730	CCP Clarkston Capital Partners Rochester, Michigan	$14.7M	-$10.5M	2	1.25%	Reduced
731	First Manhattan New York	$14.7M	+$109K	4	0.04%	Increased
732	JWBC J.W. Burns & Co Dewitt, New York	$14.7M	-$341K	2	1.54%	Reduced
733	Meridian Wealth Management Lexington, Kentucky	$14.7M	-$132K	3	0.45%	Reduced
734	Dynamic Advisor Solutions Phoenix, Arizona	$14.6M	+$3.07M	3	0.42%	Increased
735	MC Machina Capital Paris, France	$14.6M	+$12.1M	5	2.32%	Increased
736	EFS Essex Financial Services Essex, Connecticut	$14.6M	-$207K	3	0.73%	Reduced
737	Clear Street New York	$14.6M	+$197K	2	0.04%	Increased
738	LPU Lansdowne Partners (UK) London, United Kingdom	$14.6M	+$155K	1	0.6%	Increased
739	RIG Renaissance Investment Group Lenox, Massachusetts	$14.5M	-$704K	1	2.86%	Reduced
740	LI LRI Investments Palm Beach Gardens, Florida	$14.5M	-$156K	8	1.16%	Reduced
741	Metis Global Partners San Diego, California	$14.4M	-$144K	4	0.33%	Reduced
742	NRG Nemes Rush Group Novi, Michigan	$14.4M	+$242K	3	1.19%	Increased
743	AMBIA Allen Mooney & Barnes Investment Advisors Thomasville, Georgia	$14.3M	-$799K	3	2.18%	Reduced
744	SCA Snowden Capital Advisors New York	$14.3M	-$565K	4	0.34%	Reduced
745	Nicholas Company Milwaukee, Wisconsin	$14.3M	-$11.1K	1	0.26%	Reduced
746	SSA South Street Advisors New York	$14.3M	-$78.9K	1	1.86%	Reduced
747	FCM Fogel Capital Management Stuart, Florida	$14.3M	+$293K	2	5.74%	Increased
748	WIC WealthBridge Investment Counsel Calgary, Alberta, Canada	$14.3M	+$102K	2	3.81%	Increased
749	FHM Framtiden Holdings Management Chicago, Illinois	$14.2M	$0	1	8.62%	Maintained
750	Tokio Marine Asset Management Tokyo, Japan	$14.2M	+$235K	3	0.44%	Increased