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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
1201	IPC Independent Portfolio Consultants Boca Raton, Florida	$1.13M	+$39.7K	2	0.36%	Increased
1202	CS Credential Securities Vancouver,	$1.13M	+$621K	1	0.59%	Increased
1203	Anchor Capital Advisors Boston, Massachusetts	$1.12M	-$212K	2	0.03%	Reduced
1204	CMANY Capital Management Associates (New York) New York	$1.1M	+$410K	2	1.87%	Increased
1205	MCM Mork Capital Management Healdsburg, California	$1.1M	$0	1	1.09%	Maintained
1206	HA Halsey Associates New Haven, Connecticut	$1.1M	-$3.52K	2	0.24%	Reduced
1207	CNFG Creegan & Nassoura Financial Group Portsmouth, New Hampshire	$1.09M	-$10.1K	1	1.29%	Reduced
1208	CFA Carroll Financial Associates Charlotte, North Carolina	$1.09M	-$50.6K	2	0.18%	Reduced
1209	VFA Voya Financial Advisors Windsor, Connecticut	$1.09M	+$114K	1	0.13%	Increased
1210	Avior Wealth Management Omaha, Nebraska	$1.09M	+$15.7K	1	0.46%	Increased
1211	EM Endicott Management New York	$1.08M	+$158K	1	0.4%	Increased
1212	OA Oxbow Advisors Austin, Texas	$1.08M	-$73.2K	1	0.15%	Reduced
1213	TF Tompkins Financial Ithaca, New York	$1.08M	-$1.72M	3	0.32%	Reduced
1214	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$1.08M	-$2.17K	4	0.63%	Reduced
1215	CL CPWM LLC Seattle, Washington	$1.07M	-$83K	2	0.24%	Reduced
1216	LA Lau Associates Greenville, Delaware	$1.07M	-$61K	1	1.13%	Reduced
1217	NG NatWest Group Edinburgh, Scotland, United Kingdom	$1.07M	-$349K	1	0.27%	Reduced
1218	GIA GHP Investment Advisors Denver, Colorado	$1.07M	+$85.5K	2	0.23%	Increased
1219	Duff & Phelps Investment Management Chicago, Illinois	$1.06M	-$30.5K	1	0.02%	Reduced
1220	HCM Horan Capital Management Hunt Valley, Maryland	$1.06M	$0	1	0.29%	Maintained
1221	BCP Blue Chip Partners Farmington Hills, Michigan	$1.06M	+$6.05K	2	0.48%	Increased
1222	BAM Brave Asset Management Summit, New Jersey	$1.05M	-$6.14K	3	0.7%	Reduced
1223	DMC Drexel Morgan & Co Radnor, Pennsylvania	$1.05M	-$87.5K	1	1.19%	Reduced
1224	ECM EagleClaw Capital Management Boston, Massachusetts	$1.04M	-$20.4K	1	0.69%	Reduced
1225	Becker Capital Management Portland, Oregon	$1.04M	+$538K	1	0.04%	Increased