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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	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$709K	+$214K	2	0.77%	Increased
1352	JCM Janney Capital Management Pittsburgh, Pennsylvania	$709K	-$3.58K	1	0.02%	Reduced
1353	IH IFC Holdings Tampa, Florida	$707K	-$20.5K	2	0.11%	Reduced
1354	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$705K	-$386K	1	0.12%	Reduced
1355	MP Manifold Partners San Francisco, California	$699K	-$539K	1	0.69%	Reduced
1356	ACM Aviance Capital Management Sarasota, Florida	$697K	-$52.8K	1	0.03%	Reduced
1357	FPFS First Personal Financial Services Charlotte, North Carolina	$695K	-$11.7K	4	0.42%	Reduced
1358	ZCM Zebra Capital Management Stamford, Connecticut	$688K	-$519K	1	0.35%	Reduced
1359	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$686K	+$29.8K	1	0.27%	Increased
1360	SCA Samson Capital Advisors New York	$686K	$0	2	0.53%	Maintained
1361	SC Schulhoff & Co Cincinnati, Ohio	$685K	$0	2	0.42%	Maintained
1362	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$682K	+$480	3	0.38%	Increased
1363	PMG ProVise Management Group Clearwater, Florida	$680K	-$6.57K	1	0.14%	Reduced
1364	CI Cowen Inc New York	$677K	+$672K	1	0.06%	New
1365	CAM Centre Asset Management New York	$666K	-$159K	1	0.1%	Reduced
1366	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$664K	-$178K	2	0.17%	Reduced
1367	Homrich & Berg Atlanta, Georgia	$651K	+$25.4K	1	0.06%	Increased
1368	HT HighTower Trust Houston, Texas	$647K	+$9.86K	1	0.1%	Increased
1369	ID Integral Derivatives New York	$644K	-$8.56M	1	0.01%	Reduced
1370	ARMC American Research & Management Company Marion, Massachusetts	$642K	-$5.97K	2	0.26%	Reduced
1371	AB AT Bancorp Dubuque, Iowa	$642K	+$4.26K	1	0.18%	Increased
1372	Koshinski Asset Management Decatur, Illinois	$638K	-$3.36K	1	0.41%	Reduced
1373	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$633K	$0	1	0.13%	Maintained
1374	CAL Capital Advisors Ltd Shaker Heights, Ohio	$631K	$0	1	0.33%	Maintained
1375	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$626K	-$91.3K	2	0.1%	Reduced