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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
1351	BGAM Boussard & Gavaudan Asset Management London, United Kingdom	$509K	-$24.7K	2	0.31%	Reduced
1352	DAM Delta Asset Management Memphis, Tennessee	$503K	-$20.6K	2	0.11%	Reduced
1353	SOAMC Spirit of America Management Corp Syosset, New York	$502K	+$491K	1	0.21%	New
1354	SCM SOL Capital Management Rockville, Maryland	$499K	$0	1	0.19%	Maintained
1355	HI Hudock Inc Williamsport, Pennsylvania	$494K	+$6.61K	3	0.41%	Increased
1356	PCA Peddock Capital Advisors Braintree, Massachusetts	$494K	-$560K	1	0.39%	Reduced
1357	VNB Valley National Bancorp New York	$492K	-$28.5K	1	0.65%	Reduced
1358	BO Bank OZK Little Rock, Arkansas	$491K	-$45.7K	1	0.18%	Reduced
1359	Obermeyer Wealth Partners Aspen, Colorado	$490K	$0	1	0.12%	Maintained
1360	NA Navellier & Associates Reno, Nevada	$488K	-$126K	1	0.02%	Reduced
1361	WRM Weybosset Research & Management Province, Rhode Island	$487K	$0	1	0.32%	Maintained
1362	IH IFC Holdings Tampa, Florida	$486K	+$17.6K	1	0.1%	Increased
1363	FFA First Foundation Advisors Irvine, California	$485K	-$77.7K	1	0.06%	Reduced
1364	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$485K	-$47.4K	1	0.02%	Reduced
1365	CAL Capital Advisors Ltd Shaker Heights, Ohio	$484K	$0	1	0.28%	Maintained
1366	CCA Checchi Capital Advisers Beverly Hills, California	$483K	+$88.1K	1	0.3%	Increased
1367	VCAM Valentine Capital Asset Management Danville, California	$483K	-$34.2K	1	0.1%	Reduced
1368	PAS Partnervest Advisory Services Santa Barbara, California	$482K	-$108K	4	0.22%	Reduced
1369	Wealthfront Palo Alto, California	$481K	+$465K	3	0.06%	New
1370	HPBT High Point Bank & Trust High Point, North Carolina	$480K	$0	1	0.16%	Maintained
1371	TT Tiedemann Trust Wilmington, Delaware	$477K	-$63.4K	1	0.05%	Reduced
1372	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$475K	-$216K	1	0.12%	Reduced
1373	LC Lourd Capital Beverly Hills, California	$475K	-$45.7K	1	0.05%	Reduced
1374	QCMC Quantum Capital Management (California) San Francisco, California	$473K	+$358K	1	0.08%	Increased
1375	BCA Benchmark Capital Advisors New York	$471K	+$38.7K	1	0.33%	Increased