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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
1126	SCA Sage Capital Advisors Sioux Falls, South Dakota	$6.72M	+$32.3K	1	1.4%	Increased
1127	SAW Signal Advisors Wealth Detroit, Michigan	$6.71M	+$1.9M	3	0.34%	Increased
1128	ISB Iowa State Bank Urbandale, Iowa	$6.68M	+$30.3K	1	1.12%	Increased
1129	VCA Verdence Capital Advisors Hunt Valley, Maryland	$6.68M	-$27.8K	3	0.35%	Reduced
1130	NCM Northside Capital Management Hood River, Oregon	$6.66M	-$283K	3	0.55%	Reduced
1131	EFMC Empire Financial Management Company New York	$6.65M	-$1.85M	2	2.63%	Reduced
1132	TGCMU Titan Global Capital Management USA New York	$6.63M	-$1.29M	1	0.84%	Reduced
1133	Walleye Trading New York	$6.62M	-$17.9M	3	0.01%	Reduced
1134	M MOTCO San Antonio, Texas	$6.61M	+$22.4K	5	0.57%	Increased
1135	Smartleaf Asset Management Boston, Massachusetts	$6.59M	$0	9	0.21%	Maintained
1136	CGIM Capital Group Investment Management Raffles Quay, Singapore	$6.59M	-$3.01M	3	0.99%	Reduced
1137	FNA First National Advisers Omaha, Nebraska	$6.58M	-$339K	1	0.92%	Reduced
1138	MCG McCollum Christoferson Group Amherst, New York	$6.57M	-$614K	2	1.93%	Reduced
1139	ACM Aljian Capital Management Carson City, Nevada	$6.57M	+$139K	2	1.22%	Increased
1140	DRD Dennis R. Delaney	$6.56M	-$613K	1	2.09%	Reduced
1141	Caprock Group Boise, Idaho	$6.56M	+$535K	4	0.13%	Increased
1142	KLP Kapitalforvaltning Oslo, Norway	$6.56M	-$392K	4	0.02%	Reduced
1143	PGAM Princeton Global Asset Management Princeton, New Jersey	$6.55M	+$49.6K	3	0.94%	Increased
1144	AF Ally Financial Detroit, Michigan	$6.55M	+$7.36M	2	0.84%	New
1145	EMB Elefante Mark B	$6.53M	+$676K	1	2.81%	Increased
1146	CT Caldwell Trust Venice, Florida	$6.53M	+$167K	5	0.53%	Increased
1147	Stock Yards Bank & Trust Louisville, Kentucky	$6.51M	+$39.4K	3	0.19%	Increased
1148	PT Plimoth Trust Plymouth, Massachusetts	$6.5M	+$18.7K	1	1.3%	Increased
1149	AAM Auxier Asset Management Aurora, Oregon	$6.5M	$0	1	0.87%	Maintained
1150	NL NWAM LLC Mercer Island, Washington	$6.49M	+$3.35M	3	0.32%	Increased