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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
1176	CC Cadinha & Co Honolulu, Hawaii	$657K	+$664K	1	0.15%	New
1177	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$656K	+$667K	2	0.23%	New
1178	HT HighTower Trust Houston, Texas	$654K	+$661K	1	0.1%	New
1179	Buckingham Strategic Wealth Clayton, Missouri	$648K	+$655K	1	0.37%	New
1180	HHC Hutchin Hill Capital New York	$645K	+$623K	1	0.07%	New
1181	Jefferies Group New York	$645K	+$611K	2	0.01%	New
1182	LA Lau Associates Greenville, Delaware	$643K	+$650K	1	0.55%	New
1183	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$620K	+$627K	2	0.53%	New
1184	HCM Hutchinson Capital Management San Rafael, California	$618K	+$625K	1	0.21%	New
1185	BCM Buckhead Capital Management Atlanta, Georgia	$617K	+$624K	1	0.08%	New
1186	1GA 1st Global Advisors Dallas, Texas	$614K	+$606K	2	0.13%	New
1187	CBN Cadence Bank NA Houston, Texas	$613K	+$619K	1	0.34%	New
1188	BFIM Beese Fulmer Investment Management Canton, Ohio	$610K	+$574K	1	0.26%	New
1189	Crestwood Advisors Group Boston, Massachusetts	$604K	+$611K	1	0.11%	New
1190	BCM Bluefin Capital Management New York	$600K	+$633K	1	0.06%	New
1191	BP BBR Partners New York	$599K	+$606K	1	0.12%	New
1192	CC Cipher Capital New York	$599K	+$581K	2	1.47%	New
1193	RCM Reynolds Capital Management Las Vegas, Nevada	$599K	+$546K	2	0.44%	New
1194	HBK Sorce Advisory Erie, Pennsylvania	$598K	+$604K	1	0.26%	New
1195	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$597K	+$612K	1	0.12%	New
1196	CCB Cutter & Co Brokerage Ballwin, Missouri	$597K	+$576K	1	0.28%	New
1197	FC Fiera Capital New York	$595K	+$589K	2	0.04%	New
1198	Calamos Wealth Management Naperville, Illinois	$592K	+$598K	1	0.21%	New
1199	WIL Winifred I. Li	$588K	+$592K	2	0.55%	New
1200	PCM Perritt Capital Management Chicago, Illinois	$584K	+$507K	1	0.13%	New