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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	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$621K	$0	1	0.1%	Maintained
1352	FFA First Foundation Advisors Irvine, California	$618K	+$6.41K	1	0.05%	Increased
1353	CL CPWM LLC Seattle, Washington	$616K	+$1.7K	1	0.18%	Increased
1354	Homrich & Berg Atlanta, Georgia	$615K	-$708K	1	0.06%	Reduced
1355	RAM Redmond Asset Management Henrico, Virginia	$613K	-$5.95K	1	0.3%	Reduced
1356	ACM Ativo Capital Management Chicago, Illinois	$611K	-$50.6K	2	0.25%	Reduced
1357	RCA Rex Capital Advisors Providence, Rhode Island	$608K	+$206K	1	0.58%	Increased
1358	BB Bell Bank Fargo, North Dakota	$600K	-$7.09K	1	0.41%	Reduced
1359	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$596K	$0	1	0.09%	Maintained
1360	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$589K	+$6K	1	0.02%	Increased
1361	EP Wealth Advisors Torrance, California	$588K	-$213K	2	0.1%	Reduced
1362	TC TFS Capital West Chester, Pennsylvania	$583K	+$657K	1	0.06%	New
1363	WCM Wallace Capital Management Dallas, Texas	$582K	+$299K	1	0.11%	Increased
1364	PNAA Pictet North America Advisors Geneva 73, Switzerland	$580K	+$546K	1	0.12%	New
1365	BWP Baldwin Wealth Partners Marion, Massachusetts	$578K	+$24.4K	1	0.08%	Increased
1366	CAL Capital Advisors Ltd Shaker Heights, Ohio	$578K	$0	1	0.31%	Maintained
1367	GD Grandfield & Dodd New York	$570K	-$8.59K	1	0.09%	Reduced
1368	VC Vicus Capital State College, Pennsylvania	$569K	$0	1	0.16%	Maintained
1369	OC Oakworth Capital Birmingham, Alabama	$568K	$0	2	0.29%	Maintained
1370	SGA Strategic Global Advisors Newport Beach, California	$565K	+$525K	1	0.5%	New
1371	WCP Welch Capital Partners Harrison, New York	$564K	$0	1	0.18%	Maintained
1372	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$553K	$0	1	0.13%	Maintained
1373	WTB Washington Trust Bank Spokane, Washington	$553K	+$44.3K	4	0.14%	Increased
1374	SCM Southport Capital Management Chattanooga, Tennessee	$552K	+$314K	1	0.33%	Increased
1375	SEC Seven Eight Capital New York	$550K	+$170K	2	0.92%	Increased