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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	CCM Condor Capital Management Martinsville, New Jersey	$1.19M	+$52.3K	1	0.31%	Increased
1127	MIM Miller Investment Management West Conshohocken, Pennsylvania	$1.19M	$0	1	0.48%	Maintained
1128	KCMRT Kemper Corp Master Retirement Trust Chicago, Illinois	$1.18M	$0	1	0.58%	Maintained
1129	Aspiriant LLC Los Angeles, California	$1.17M	+$68.5K	1	0.1%	Increased
1130	EM Endicott Management New York	$1.17M	+$847K	1	0.43%	Increased
1131	ACM Argent Capital Management St Louis, Missouri	$1.17M	+$1.39M	1	0.06%	New
1132	RWA River Wealth Advisors Camp Hill, Pennsylvania	$1.16M	-$9.11K	1	0.8%	Reduced
1133	Hudson Bay Capital Management Stamford, Connecticut	$1.16M	+$1.17M	1	0.05%	New
1134	BFIM Beese Fulmer Investment Management Canton, Ohio	$1.16M	+$50.3K	1	0.38%	Increased
1135	HCMNY Howard Capital Management (New York) New York	$1.15M	-$8.87M	1	0.23%	Reduced
1136	RB Rodgers Brothers Harmony, Pennsylvania	$1.15M	+$358K	2	0.58%	Increased
1137	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$1.15M	$0	1	1.35%	Maintained
1138	ST Spinnaker Trust Portland, Maine	$1.15M	-$17.1K	3	0.18%	Reduced
1139	AAM Azzad Asset Management Falls Church, Virginia	$1.14M	+$13.5K	2	0.6%	Increased
1140	BWM Biltmore Wealth Management Tempe, Arizona	$1.13M	-$16.3K	1	1.01%	Reduced
1141	AP Appleton Partners Boston, Massachusetts	$1.13M	+$319K	2	0.26%	Increased
1142	DIA Denver Investment Advisors Denver, Colorado	$1.1M	+$105K	2	0.05%	Increased
1143	HH Hilltop Holdings Dallas, Texas	$1.09M	+$82.9K	2	0.32%	Increased
1144	WSCM Wellington Shields Capital Management New York	$1.09M	+$437K	1	0.19%	Increased
1145	PCA Private Capital Advisors Darien, Connecticut	$1.09M	-$4.06M	1	0.45%	Reduced
1146	AP Atwood & Palmer Kansas City, Missouri	$1.08M	-$152K	2	0.21%	Reduced
1147	Davidson Kempner Capital Management New York	$1.08M	+$1.36M	1	0.02%	New
1148	RHJA Rice Hall James & Associates San Diego, California	$1.07M	$0	1	0.07%	Maintained
1149	Troy Asset Management London, United Kingdom	$1.07M	$0	1	0.07%	Maintained
1150	CFA Carroll Financial Associates Charlotte, North Carolina	$1.07M	+$29.1K	2	0.24%	Increased