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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
751	UCI Uncommon Cents Investing Janesville, Wisconsin	$6.1M	+$23.6K	2	2.75%	Increased
752	BBVA USA Bancshares Houston, Texas	$6.08M	+$1.25M	3	0.31%	Increased
753	SWK Stephen W. Kidder	$6.07M	-$62.4K	1	2.02%	Reduced
754	World Asset Management Detroit, Michigan	$6.07M	-$398K	3	0.58%	Reduced
755	HoyleCohen San Diego, California	$6.07M	-$75.1K	2	0.7%	Reduced
756	Avantax Advisory Services Dallas, Texas	$6.06M	-$7.39M	3	0.14%	Reduced
757	Brian C. Broderick	$6.04M	+$3.35K	1	1.79%	Increased
758	Cannell & Spears New York	$6.04M	-$2.19M	1	0.5%	Reduced
759	Parcion Private Wealth Bellevue, Washington	$6.02M	+$1.86M	1	0.8%	Increased
760	DACG Donor Advised Charitable Giving San Francisco, California	$6M	+$5.52M	1	0.82%	New
761	Crestwood Advisors Group Boston, Massachusetts	$6M	-$499K	2	0.2%	Reduced
762	AWA ARS Wealth Advisors St. Petersburg, Florida	$6M	+$993K	1	1.29%	Increased
763	FPTW Franklin, Parlapiano, Turner & Welch Houston, Texas	$5.98M	+$336K	1	2.17%	Increased
764	Simmons Bank Pine Bluff, Arkansas	$5.98M	-$963K	3	0.47%	Reduced
765	LAI Legal Advantage Investments Los Altos Hills, California	$5.96M	+$5.71M	4	4.64%	New
766	Estabrook Capital Management New York	$5.93M	-$294K	3	0.98%	Reduced
767	O'Shaughnessy Asset Management Stamford, Connecticut	$5.9M	+$4.11M	6	0.16%	Increased
768	Skylands Capital Milwaukee, Wisconsin	$5.88M	-$342K	1	0.85%	Reduced
769	KFS Kurt F. Somerville	$5.85M	-$771K	1	0.95%	Reduced
770	SAI Systematic Alpha Investments Princeton, New Jersey	$5.84M	+$5.37M	1	0.64%	New
771	NB Northwest Bancshares Warren, Pennsylvania	$5.84M	+$374K	2	1.5%	Increased
772	RIG Renaissance Investment Group Lenox, Massachusetts	$5.84M	+$101K	1	1.72%	Increased
773	Driehaus Capital Management Chicago, Illinois	$5.84M	-$1.18M	1	0.09%	Reduced
774	MainStreet Investment Advisors Chicago, Illinois	$5.83M	-$1.01M	2	0.46%	Reduced
775	SC Scholtz & Company Stamford, Connecticut	$5.82M	+$2.54M	1	2.27%	Increased