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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
1226	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$828K	-$264K	1	0.51%	Reduced
1227	AIC Atlantic Investment Company Atlanta, Georgia	$824K	+$10.8K	1	2.4%	Increased
1228	PCM Price Capital Management Lafayette, Louisiana	$823K	+$833K	1	1.01%	New
1229	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$820K	-$653K	4	0.66%	Reduced
1230	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$812K	+$222K	3	0.18%	Increased
1231	IAM ICM Asset Management Spokane, Washington	$811K	-$203K	1	1.3%	Reduced
1232	RWA Ropes Wealth Advisors Boston, Massachusetts	$810K	+$11.2K	2	0.42%	Increased
1233	TCM Tradition Capital Management Summit, New Jersey	$804K	+$29.7K	1	0.3%	Increased
1234	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$799K	+$4.3K	4	0.51%	Increased
1235	Quadrature Capital London, United Kingdom	$799K	+$855K	1	0.27%	New
1236	BAM Brave Asset Management Summit, New Jersey	$790K	$0	3	0.6%	Maintained
1237	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$789K	-$15.7K	3	0.07%	Reduced
1238	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$788K	-$272K	2	1.01%	Reduced
1239	VFS VSR Financial Services Overland Park, Kansas	$788K	+$50.8K	2	0.09%	Increased
1240	Crestwood Advisors Group Boston, Massachusetts	$785K	-$34K	1	0.1%	Reduced
1241	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$781K	-$85.9K	1	0.49%	Reduced
1242	Dana Investment Advisors Waukesha, Wisconsin	$780K	-$16.9M	2	0.04%	Reduced
1243	LWM LBA Wealth Management Jacksonville, Florida	$777K	-$9.85K	3	0.49%	Reduced
1244	Avior Wealth Management Omaha, Nebraska	$776K	+$836K	1	0.45%	Increased
1245	CA Cambridge Advisors Omaha, Nebraska	$774K	-$26.9K	1	0.46%	Reduced
1246	TI Turner Investments Berwyn, Pennsylvania	$773K	+$781K	1	0.16%	New
1247	Brighton Jones LLC Seattle, Washington	$772K	-$369	1	0.16%	Reduced
1248	Shinko Asset Management Company Tokyo, Japan	$771K	-$257	3	0.01%	Reduced
1249	FAG Financial Advisory Group Houston, Texas	$770K	-$56.5K	1	0.38%	Reduced
1250	CAM CMT Asset Management Chicago, Illinois	$767K	+$964K	1	0.04%	New