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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	Zacks Investment Management Chicago, Illinois	$648K	-$394K	1	0.02%	Reduced
1352	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$647K	-$37.3M	1	0.01%	Reduced
1353	I2I Insight 2811 Inc Chicago, Illinois	$647K	$0	1	0.25%	Maintained
1354	Walleye Trading New York	$645K	-$6.69M	2	0%	Reduced
1355	BKA Brick & Kyle Associates Newtown, Pennsylvania	$643K	+$20.5K	4	0.53%	Increased
1356	Modera Wealth Management Westwood, New Jersey	$643K	-$395K	2	0.22%	Reduced
1357	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$643K	-$71.6K	4	0.31%	Reduced
1358	SBL Sargent Bickham Lagudis Boulder, Colorado	$643K	-$7.55K	3	0.1%	Reduced
1359	WA Wealth Architects Mountain View, California	$642K	+$151K	1	0.31%	Increased
1360	TNB Thomasville National Bank Thomasville, Georgia	$641K	+$104K	1	0.17%	Increased
1361	MBT Montecito Bank & Trust Santa Barbara, California	$638K	-$64.4K	2	0.27%	Reduced
1362	RAM Redmond Asset Management Henrico, Virginia	$637K	$0	1	0.32%	Maintained
1363	SWM SVA Wealth Management Madison, Wisconsin	$637K	+$6.21K	2	0.1%	Increased
1364	RNC Capital Management Los Angeles, California	$632K	-$56.5K	1	0.06%	Reduced
1365	CIM CIM Investment Management Pittsburgh, Pennsylvania	$631K	-$1.38M	1	0.26%	Reduced
1366	AWW Alan W. Weber	$628K	$0	1	0.44%	Maintained
1367	WA1 Wimmer Associates 1 Pasadena, California	$627K	+$12.7K	1	0.56%	Increased
1368	CBU CIBC Bank USA Chicago, Illinois	$624K	-$11.5K	1	0.1%	Reduced
1369	FBC Fairfield, Bush & Co Darien, Connecticut	$624K	+$15.2K	1	0.22%	Increased
1370	FP FDO Partners Cambridge, Massachusetts	$624K	+$619K	1	0.34%	New
1371	Buckingham Strategic Wealth Clayton, Missouri	$623K	$0	1	0.21%	Maintained
1372	DAM Deimos Asset Management Purchase, New York	$622K	+$63.1K	1	0.27%	Increased
1373	F.L. Putnam Investment Management Lynnfield, Massachusetts	$621K	+$31.2K	2	0.07%	Increased
1374	HIH HRS Investment Holdings New York	$621K	+$539K	1	0.59%	New
1375	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$615K	+$610K	1	0.41%	New