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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	BCA Bray Capital Advisors Naples, Florida	$625K	-$106K	1	0.54%	Reduced
1352	BRR OpCo Columbus, Ohio	$625K	$0	1	0.22%	Maintained
1353	Element Capital Management New York	$623K	+$640K	1	0.09%	New
1354	TG TLP Group Evanston, Illinois	$623K	+$640K	1	0.38%	New
1355	Edgestream Partners Princeton, New Jersey	$622K	+$124K	1	0.7%	Increased
1356	RCA Rowland Carmichael Advisors Scottsdale, Arizona	$621K	+$571K	1	0.57%	New
1357	CIBC Bank USA Chicago, Illinois	$620K	-$36.3K	1	0.11%	Reduced
1358	BMM Buffington Mohr McNeal Boise, Idaho	$618K	+$241K	1	0.27%	Increased
1359	TCI Wealth Advisors Tucson, Arizona	$618K	-$8.96K	3	0.34%	Reduced
1360	Capstone Investment Advisors New York	$615K	+$321K	1	0.02%	Increased
1361	Salient Capital Advisors Houston, Texas	$615K	+$20.2K	1	0.02%	Increased
1362	HighPoint Advisor Group Downers Grove, Illinois	$612K	+$37K	1	0.37%	Increased
1363	PBO Peoples Bank (Ohio) Marietta, Ohio	$612K	-$46.1K	1	0.39%	Reduced
1364	Obermeyer Wealth Partners Aspen, Colorado	$610K	$0	1	0.06%	Maintained
1365	Buckingham Strategic Wealth Clayton, Missouri	$608K	-$6.26K	1	0.2%	Reduced
1366	BAS Brown Advisory Securities Baltimore, Maryland	$606K	+$59.8K	1	0.2%	Increased
1367	LBC Lawrence B. Cohen	$605K	+$44.5K	1	0.4%	Increased
1368	SFM Systematic Financial Management Teaneck, New Jersey	$600K	-$94.9M	1	0.01%	Reduced
1369	WPC White Pine Capital Bloomington, Minnesota	$600K	-$24K	1	0.26%	Reduced
1370	ETF Managers Group Summit, New Jersey	$599K	+$408K	3	0.44%	New
1371	WA1 Wimmer Associates 1 Pasadena, California	$599K	+$39.2K	1	0.55%	Increased
1372	BKA Brick & Kyle Associates Newtown, Pennsylvania	$595K	+$207K	4	0.52%	Increased
1373	FBC Fairfield, Bush & Co Darien, Connecticut	$594K	$0	1	0.21%	Maintained
1374	IMAS ID Management A/S Randers, Denmark	$594K	$0	1	0.19%	Maintained
1375	PDT Partners New York	$591K	-$474K	2	0.04%	Reduced