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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	Community Trust & Investment Versailles, Kentucky	$738K	-$12.1K	1	0.09%	Reduced
1302	Ellington Management Group Old Greenwich, Connecticut	$733K	+$59.5K	2	0.31%	Increased
1303	Dynamic Advisor Solutions Phoenix, Arizona	$732K	-$15.1K	1	0.31%	Reduced
1304	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$732K	-$17.5K	1	0.65%	Reduced
1305	Kays Financial Advisory Atlanta, Georgia	$729K	-$7.37K	1	0.36%	Reduced
1306	CAS Cue Advisory Services Phoenix, Arizona	$728K	-$927K	1	0.63%	Reduced
1307	Cobblestone Capital Advisors Rochester, New York	$726K	-$214K	1	0.11%	Reduced
1308	SRC Stone Run Capital New York	$725K	+$46.1K	1	0.47%	Increased
1309	1834 Investment Advisors Milwaukee, Wisconsin	$716K	+$184K	2	0.16%	Increased
1310	Callahan Advisors Houston, Texas	$712K	+$369K	1	0.2%	Increased
1311	WA WealthTrust Axiom Wayne, Pennsylvania	$712K	+$30.9K	1	0.28%	Increased
1312	Valley Wealth Managers Paramus, New Jersey	$708K	+$652K	1	0.12%	New
1313	NAM Nichols Asset Management Sudbury, Massachusetts	$707K	$0	1	0.16%	Maintained
1314	Formidable Asset Management Cincinnati, Ohio	$704K	-$44.1K	2	0.49%	Reduced
1315	TC TFS Capital West Chester, Pennsylvania	$703K	+$583K	2	0.1%	New
1316	Koshinski Asset Management Decatur, Illinois	$700K	+$45.7K	1	0.45%	Increased
1317	SIG Schooner Investment Group Wayne, Pennsylvania	$700K	$0	2	1.34%	Maintained
1318	TDC Thompson Davis & Co Richmond, Virginia	$698K	+$525K	3	1.04%	Increased
1319	Pegasus Partners Mequon, Wisconsin	$695K	+$663K	1	0.38%	New
1320	Dorsey & Whitney Trust Sioux Falls, South Dakota	$694K	+$71.7K	2	0.17%	Increased
1321	Bridgewater Associates Westport, Connecticut	$693K	-$14M	1	0.01%	Reduced
1322	BCM Brown Capital Management Baltimore, Maryland	$693K	+$13.2K	1	0.01%	Increased
1323	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$692K	+$1.57K	2	0.67%	Increased
1324	Capital Planning Advisors Roseville, California	$688K	-$70.1K	1	0.33%	Reduced
1325	Parkside Financial Bank & Trust Saint Louis, Missouri	$688K	-$303K	4	0.35%	Reduced