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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
1251	LPC Loeb Partners Corp New York	$923K	+$631K	2	0.3%	Increased
1252	CS Comerica Securities Detroit, Michigan	$920K	-$95.4K	2	0.19%	Reduced
1253	SM Southport Management Wilson, Wyoming	$918K	+$869K	1	1.84%	New
1254	FFC First Financial Corp Terre Haute, Indiana	$915K	-$592K	2	0.53%	Reduced
1255	FAG Financial Advisory Group Houston, Texas	$912K	+$24.3K	1	0.44%	Increased
1256	OA Outfitter Advisors Mclean, Virginia	$907K	+$355K	1	0.39%	Increased
1257	PC Palo Capital Newport Beach, California	$904K	-$491K	1	0.31%	Reduced
1258	HR Howe & Rusling Rochester, New York	$898K	-$4.04M	4	0.2%	Reduced
1259	MCM Manchester Capital Management Manchester, Vermont	$898K	$0	2	0.13%	Maintained
1260	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$895K	+$160K	2	0.81%	Increased
1261	SCA Snowden Capital Advisors New York	$894K	-$45.8K	2	0.27%	Reduced
1262	FPFS First Personal Financial Services Charlotte, North Carolina	$893K	+$286K	3	0.3%	Increased
1263	NB Nicolet Bankshares Green Bay, Wisconsin	$892K	+$31.8K	1	0.58%	Increased
1264	KFA Kays Financial Advisory Atlanta, Georgia	$891K	+$68.6K	1	0.4%	Increased
1265	PP Pegasus Partners Mequon, Wisconsin	$890K	+$104K	1	0.46%	Increased
1266	QCMC Quantum Capital Management (California) San Francisco, California	$890K	-$10.5M	1	0.13%	Reduced
1267	Sequoia Financial Advisors Akron, Ohio	$887K	-$9.44K	2	0.25%	Reduced
1268	HBK Sorce Advisory Erie, Pennsylvania	$885K	-$14K	2	0.19%	Reduced
1269	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$884K	+$99.4K	2	0.45%	Increased
1270	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$877K	+$30.7K	1	0.38%	Increased
1271	CAL Capital Advisors Ltd Shaker Heights, Ohio	$873K	$0	2	0.41%	Maintained
1272	CA Cambridge Advisors Omaha, Nebraska	$871K	$0	1	0.4%	Maintained
1273	Crestwood Advisors Group Boston, Massachusetts	$868K	+$193K	2	0.11%	Increased
1274	LOCC Lombard Odier & Cie (Canada) Montreal, Quebec, Canada	$867K	-$203K	1	3.03%	Reduced
1275	CAM CG Asset Management New York	$859K	+$572K	1	0.34%	Increased