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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
1151	EML Eos Management LP New York	$758K	+$766K	1	0.39%	New
1152	TCB Texas Capital Bancshares Dallas, Texas	$758K	+$766K	1	0.75%	New
1153	IIM Ironwood Investment Management Boston, Massachusetts	$756K	+$777K	2	0.13%	New
1154	Associated Banc-Corp Green Bay, Wisconsin	$754K	+$761K	1	0.06%	New
1155	Clark Capital Management Group Philadelphia, Pennsylvania	$753K	+$761K	1	0.07%	New
1156	FSA Franklin Street Advisors Chapel Hill, North Carolina	$750K	+$758K	1	0.18%	New
1157	CCA Cobblestone Capital Advisors Rochester, New York	$742K	+$750K	1	0.16%	New
1158	HA Halsey Associates New Haven, Connecticut	$739K	+$747K	1	0.19%	New
1159	RRWJ R. Robert Woodburn Jr	$737K	+$745K	1	0.79%	New
1160	AIC Atlantic Investment Company Atlanta, Georgia	$736K	+$744K	1	0.54%	New
1161	MCM Manchester Capital Management Manchester, Vermont	$732K	+$730K	3	0.14%	New
1162	HHGA Halbert Hargrove Global Advisors Long Beach, California	$728K	+$736K	1	0.27%	New
1163	WKA Wilson Kemp & Associates Birmingham, Michigan	$728K	+$736K	1	0.7%	New
1164	SAS Spectrum Advisory Services Atlanta, Georgia	$722K	+$695K	2	0.29%	New
1165	MRCM M&R Capital Management Summit, New Jersey	$718K	+$726K	1	0.21%	New
1166	LPT Legacy Private Trust Neenah, Wisconsin	$713K	+$720K	1	0.17%	New
1167	ETrade Capital Management Arlington, Virginia	$712K	+$674K	3	0.08%	New
1168	NPF Norris Perne & French Grand Rapids, Michigan	$706K	+$722K	2	0.15%	New
1169	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$705K	+$703K	2	0.24%	New
1170	TC TradeLink Capital Chicago, Illinois	$693K	+$681K	2	0.21%	New
1171	ST Spinnaker Trust Portland, Maine	$686K	+$693K	1	0.13%	New
1172	Diversified Trust Memphis, Tennessee	$678K	+$638K	2	0.08%	New
1173	SCCM Schafer Cullen Capital Management New York	$677K	+$684K	1	0.01%	New
1174	NAM Nichols Asset Management Sudbury, Massachusetts	$665K	+$672K	1	0.2%	New
1175	Benjamin F. Edwards & Company St. Louis, Missouri	$657K	+$652K	5	0.26%	New