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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	Laurion Capital Management New York	$636K	-$6.4M	2	0.01%	Reduced
1302	FAM Formidable Asset Management Cincinnati, Ohio	$633K	-$11K	2	0.42%	Reduced
1303	EP Wealth Advisors Torrance, California	$632K	-$52.8K	2	0.12%	Reduced
1304	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$630K	-$269K	1	0.33%	Reduced
1305	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$629K	+$41.8K	2	0.33%	Increased
1306	NAM Nichols Asset Management Sudbury, Massachusetts	$629K	$0	1	0.14%	Maintained
1307	FMT First Mercantile Trust Cordova, Tennessee	$627K	-$27.9K	1	0.06%	Reduced
1308	SC Schulhoff & Co Cincinnati, Ohio	$627K	+$12K	2	0.45%	Increased
1309	WI WHV Investments San Francisco, California	$626K	-$10.3K	1	0.02%	Reduced
1310	WIS Wright Investors Service Shelton, Connecticut	$620K	-$245K	1	0.28%	Reduced
1311	BDF Balasa Dinverno & Foltz	$618K	-$63K	2	0.11%	Reduced
1312	SGH Schonfeld Group Holdings Jericho, New York	$613K	+$674K	1	0.32%	New
1313	CC Capital Counsel New York	$612K	+$15.9K	1	0.03%	Increased
1314	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$611K	+$68.5K	2	0.12%	Increased
1315	B BancorpSouth Tupelo, Mississippi	$609K	+$14.7K	1	0.08%	Increased
1316	PL Parkwood LLC Cleveland, Ohio	$607K	-$172K	1	0.1%	Reduced
1317	BCM Brown Capital Management Baltimore, Maryland	$605K	-$492	1	0.01%	Reduced
1318	SWA SFMG Wealth Advisors Plano, Texas	$602K	+$661K	1	0.15%	New
1319	SRC Stone Run Capital New York	$601K	-$391K	1	0.48%	Reduced
1320	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$600K	+$3.14K	2	0.67%	Increased
1321	HHC Hutchin Hill Capital New York	$592K	+$445K	1	0.02%	Increased
1322	Perpetual Ltd Sydney, New South Wales, Australia	$592K	-$2.13M	1	0.07%	Reduced
1323	CCA Cobblestone Capital Advisors Rochester, New York	$588K	-$5.48K	1	0.09%	Reduced
1324	PWPCM Perella Weinberg Partners Capital Management New York	$588K	+$740K	1	0.25%	New
1325	KFA Kays Financial Advisory Atlanta, Georgia	$587K	+$114K	1	0.33%	Increased