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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
1301	PC Palo Capital Newport Beach, California	$875K	+$811K	1	0.71%	New
1302	WCF West Coast Financial Santa Barbara, California	$872K	+$883K	1	0.4%	New
1303	Buckingham Strategic Wealth Clayton, Missouri	$871K	+$40.9K	1	0.33%	Increased
1304	FC Fayerweather Charles	$866K	+$428K	1	2.17%	Increased
1305	HBK Sorce Advisory Erie, Pennsylvania	$855K	+$81.5K	2	0.29%	Increased
1306	NERM New England Research & Management Chicago, Illinois	$854K	+$73.6K	1	0.73%	Increased
1307	RHBC R.H. Bluestein & Co Birmingham, Michigan	$850K	+$48K	2	0.05%	Increased
1308	YMRC Yorktown Management & Research Company Forest, Virginia	$850K	+$233K	3	0.15%	Increased
1309	FAM Formidable Asset Management Cincinnati, Ohio	$849K	-$5.97K	2	0.56%	Reduced
1310	AWW Alan W. Weber	$848K	$0	1	0.72%	Maintained
1311	CI CAZ Investments Houston, Texas	$846K	+$37.2K	1	0.6%	Increased
1312	NONA Ninety One North America New York	$831K	-$258K	1	0.26%	Reduced
1313	TCB Texas Capital Bancshares Dallas, Texas	$830K	-$7.17K	1	0.46%	Reduced
1314	NAM Nichols Asset Management Sudbury, Massachusetts	$828K	$0	1	0.14%	Maintained
1315	Wedbush Securities Los Angeles, California	$828K	+$178K	1	0.14%	Increased
1316	BCP Blue Chip Partners Farmington Hills, Michigan	$823K	-$64.2K	2	0.56%	Reduced
1317	HHGA Halbert Hargrove Global Advisors Long Beach, California	$822K	+$373K	1	0.26%	Increased
1318	WCM Wallace Capital Management Dallas, Texas	$820K	+$179K	1	0.14%	Increased
1319	BCM Brown Capital Management Baltimore, Maryland	$816K	-$149	1	0.01%	Reduced
1320	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$814K	+$49.6K	1	0.34%	Increased
1321	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$809K	-$3.16K	2	0.18%	Reduced
1322	CCA Cobblestone Capital Advisors Rochester, New York	$805K	-$12K	1	0.12%	Reduced
1323	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$803K	-$4.56K	2	0.22%	Reduced
1324	LPU Lansdowne Partners (UK) London, United Kingdom	$796K	+$806K	1	0.01%	New
1325	ANB Amarillo National Bank Amarillo, Texas	$794K	-$273K	1	0.56%	Reduced