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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	BCM Bayesian Capital Management Brooklyn, New York	$715K	+$718K	2	0.47%	New
1327	Waldron Private Wealth Bridgeville, Pennsylvania	$715K	-$52.8K	2	0.26%	Reduced
1328	EMG Ellington Management Group Old Greenwich, Connecticut	$708K	+$674K	2	0.2%	New
1329	RIG Renaissance Investment Group Lenox, Massachusetts	$706K	-$23.7K	1	0.34%	Reduced
1330	KP Keel Point Huntsville, Alabama	$705K	+$56.2K	1	0.27%	Increased
1331	WAS Winch Advisory Services Appleton, Wisconsin	$702K	+$157K	1	0.57%	Increased
1332	EP Wealth Advisors Torrance, California	$698K	+$124K	1	0.11%	Increased
1333	GC Garde Capital Seattle, Washington	$698K	+$826K	1	0.22%	New
1334	BFG Beacon Financial Group Dallas, Texas	$695K	+$725K	1	0.15%	New
1335	CAS Cue Advisory Services Phoenix, Arizona	$693K	-$20.4K	1	0.58%	Reduced
1336	Chilton Capital Management Houston, Texas	$691K	+$19.6K	1	0.07%	Increased
1337	IP Investment Partners New Philadelphia, Ohio	$687K	+$285K	2	0.39%	Increased
1338	OC Oakworth Capital Birmingham, Alabama	$687K	+$168K	4	0.24%	Increased
1339	BDF Balasa Dinverno & Foltz	$684K	-$19.9K	2	0.12%	Reduced
1340	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$674K	-$64.4K	2	0.12%	Reduced
1341	VIM Veritas Investment Management London, United Kingdom	$673K	-$14.8K	1	0.13%	Reduced
1342	Algert Global San Francisco, California	$672K	-$66.9K	1	0.19%	Reduced
1343	RAM Redmond Asset Management Henrico, Virginia	$671K	$0	1	0.33%	Maintained
1344	Obermeyer Wealth Partners Aspen, Colorado	$668K	$0	1	0.06%	Maintained
1345	Zacks Investment Management Chicago, Illinois	$664K	+$42.3K	1	0.02%	Increased
1346	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$660K	+$14.4K	5	0.3%	Increased
1347	CM Crestline Management Fort Worth, Texas	$657K	+$689K	1	0.08%	New
1348	HCM Hutchinson Capital Management San Rafael, California	$655K	-$11.6K	1	0.2%	Reduced
1349	WTB Washington Trust Bank Spokane, Washington	$655K	-$25K	5	0.16%	Reduced
1350	Spot Trading Chicago, Illinois	$653K	-$1.44M	2	0.01%	Reduced