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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
1326	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$450K	-$415K	1	0.44%	Reduced
1327	TFA Transamerica Financial Advisors St. Petersburg, Florida	$450K	-$13.5K	4	0.04%	Reduced
1328	LC Lourd Capital Beverly Hills, California	$449K	-$129K	1	0.05%	Reduced
1329	KT Kanaly Trust Houston, Texas	$445K	-$8.23K	3	0.09%	Reduced
1330	ICM IMS Capital Management Portland, Oregon	$444K	+$13.6K	1	0.51%	Increased
1331	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$444K	+$176K	1	0.23%	Increased
1332	Waldron Private Wealth Bridgeville, Pennsylvania	$443K	+$202K	2	0.21%	Increased
1333	BAS Brown Advisory Securities Baltimore, Maryland	$442K	-$68.5K	1	0.16%	Reduced
1334	VNB Valley National Bancorp New York	$442K	$0	1	0.51%	Maintained
1335	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$440K	+$7.61K	1	0.26%	Increased
1336	WRM Weybosset Research & Management Province, Rhode Island	$440K	$0	1	0.3%	Maintained
1337	South Texas Money Management San Antonio, Texas	$439K	+$41.8K	1	0.03%	Increased
1338	IAM Impax Asset Management Portsmouth, New Hampshire	$438K	+$158K	1	0.03%	Increased
1339	Personal Capital Advisors Redwood City, California	$438K	+$451K	1	0.06%	New
1340	UR USCA RIA Houston, Texas	$438K	+$17.5K	1	0.13%	Increased
1341	HPBT High Point Bank & Trust High Point, North Carolina	$434K	$0	1	0.14%	Maintained
1342	DF Dent & Co Baltimore, Maryland	$430K	$0	1	0.01%	Maintained
1343	QCMC Quantum Capital Management (California) San Francisco, California	$428K	-$8.5K	1	0.08%	Reduced
1344	AF Aldebaran Financial	$427K	$0	1	0.38%	Maintained
1345	CPA Court Place Advisors Ellicott City, Maryland	$427K	+$177K	1	0.29%	Increased
1346	PCM Perritt Capital Management Chicago, Illinois	$426K	-$349K	1	0.08%	Reduced
1347	CG Clinton Group New York	$425K	-$1.54M	1	0.17%	Reduced
1348	UBWV United Bank (West Virginia) Parkersburg, West Virginia	$425K	-$223K	1	0.16%	Reduced
1349	CHAM Clear Harbor Asset Management Stamford, Connecticut	$424K	+$32.7K	1	0.09%	Increased
1350	SHGA Sand Hill Global Advisors Palo Alto, California	$423K	-$40.6K	1	0.07%	Reduced