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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
1076	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$7.43M	-$75.9K	5	0.8%	Reduced
1077	LCM Liberty Capital Management Birmingham, Michigan	$7.42M	+$7.17M	1	1.28%	New
1078	SI Sava Infond Maribor, Slovenia	$7.36M	+$3.56M	1	0.52%	Increased
1079	Fulton Bank Lancaster, Pennsylvania	$7.33M	+$312K	3	0.22%	Increased
1080	RCIM Red Cedar Investment Management Grand Rapids, Michigan	$7.33M	$0	1	0.69%	Maintained
1081	CPBTD Central Pacific Bank - Trust Division Honolulu, Hawaii	$7.32M	-$757K	6	0.74%	Reduced
1082	SIC SFE Investment Counsel Los Angeles, California	$7.31M	-$25K	2	0.99%	Reduced
1083	Wedmont Private Capital West Chester, Pennsylvania	$7.3M	+$661K	4	0.2%	Increased
1084	NB Nicolet Bankshares Green Bay, Wisconsin	$7.29M	-$373K	2	0.23%	Reduced
1085	CRB Chad R. Baker	$7.28M	$0	1	1.17%	Maintained
1086	KWM Keebeck Wealth Management Chicago, Illinois	$7.27M	-$190K	3	0.71%	Reduced
1087	TCWA Turtle Creek Wealth Advisors Dallas, Texas	$7.27M	+$1.13M	3	0.38%	Increased
1088	Miracle Mile Advisors Los Angeles, California	$7.22M	+$296K	3	0.08%	Increased
1089	AMM American Money Management Rancho Santa Fe, California	$7.21M	-$233K	2	1.03%	Reduced
1090	MMC Mizuho Markets Cayman Grand Cayman, Cayman Islands	$7.19M	+$7.81M	2	0.27%	New
1091	IC Inscription Capital Houston, Texas	$7.18M	+$698K	4	0.64%	Increased
1092	Evergreen Capital Management Bellevue, Washington	$7.18M	-$1.6M	8	0.13%	Reduced
1093	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$7.17M	+$238K	1	1.55%	Increased
1094	CRIG Charter Research & Investment Group Southport, Connecticut	$7.16M	+$170K	2	4.35%	Increased
1095	SB Strategic Blueprint Atlanta, Georgia	$7.14M	+$2.76M	3	0.36%	Increased
1096	MMM Mendel Money Management Northbrook, Illinois	$7.13M	-$193K	3	2.61%	Reduced
1097	ZDA Zweig-DiMenna Associates New York	$7.13M	-$726K	1	0.65%	Reduced
1098	TimesSquare Capital Management New York	$7.13M	-$10.6M	1	0.1%	Reduced
1099	Old National Bancorp Evansville, Indiana	$7.12M	-$598K	3	0.14%	Reduced
1100	SteelPeak Wealth Woodland Hills, California	$7.11M	-$637K	3	0.18%	Reduced