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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	Sapient Capital Indianapolis, Indiana	$7.89M	-$166K	2	0.16%	Reduced
752	IAN Integrated Advisors Network Dallas, Texas	$7.88M	-$772K	3	0.4%	Reduced
753	IP Interval Partners New York	$7.87M	+$7.57M	1	0.17%	New
754	Stonegate Investment Group Birmingham, Alabama	$7.87M	-$5.21M	3	0.23%	Reduced
755	PP Prospector Partners Guilford, Connecticut	$7.87M	+$75.4K	1	0.88%	Increased
756	HCM Hodges Capital Management Dallas, Texas	$7.82M	+$411K	1	0.52%	Increased
757	BFA Benedict Financial Advisors Atlanta, Georgia	$7.82M	-$66.4K	1	1.98%	Reduced
758	HB HTLF Bank Denver, Colorado	$7.82M	-$303K	2	0.89%	Reduced
759	CJL Cyrus J. Lawrence New York	$7.8M	+$270K	1	1.58%	Increased
760	FCMT Founders Capital Management (Texas) Houston, Texas	$7.78M	+$42.8K	2	5.04%	Increased
761	Merit Financial Group Alpharetta, Georgia	$7.76M	+$87.7K	3	0.17%	Increased
762	VCP Verus Capital Partners Scottsdale, Arizona	$7.66M	+$12.5K	2	0.79%	Increased
763	First Eagle Investment Management New York	$7.66M	+$518K	1	0.02%	Increased
764	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$7.64M	-$199K	3	0.52%	Reduced
765	SIM Stratos Investment Management Beachwood, Ohio	$7.6M	+$523K	3	0.63%	Increased
766	Kingsview Wealth Management Grants Pass, Oregon	$7.59M	-$583K	4	0.18%	Reduced
767	Eagle Asset Management St Petersburg, Florida	$7.59M	-$69.4M	2	0.04%	Reduced
768	HWM Hohimer Wealth Management Seattle, Washington	$7.57M	+$1.07M	3	1.76%	Increased
769	DP Dearborn Partners Chicago, Illinois	$7.57M	-$117K	2	0.33%	Reduced
770	ArrowMark Colorado Holdings Denver, Colorado	$7.54M	-$5.06M	1	0.09%	Reduced
771	SI SCP Investment Orinda, California	$7.53M	$0	1	4.79%	Maintained
772	OAM Oak Asset Management Westlake Village, California	$7.52M	-$206K	1	2.75%	Reduced
773	CICC Capital Investment Counsel (Colorado) Denver, Colorado	$7.49M	+$494K	1	1.47%	Increased
774	Axxcess Wealth Management Carlsbad, California	$7.49M	-$4.02M	3	0.2%	Reduced
775	Marex Group London,	$7.44M	-$177K	2	0.2%	Reduced