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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	MCM Manchester Capital Management Manchester, Vermont	$943K	+$5.24K	2	0.15%	Increased
1352	PC Palo Capital Newport Beach, California	$938K	+$14.2K	1	0.53%	Increased
1353	BO Bank OZK Little Rock, Arkansas	$936K	+$21.3K	1	0.33%	Increased
1354	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$935K	$0	3	1.07%	Maintained
1355	Waverly Advisors Birmingham, Alabama	$933K	+$198K	2	0.23%	Increased
1356	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$930K	+$279K	2	0.24%	Increased
1357	CTI Community Trust & Investment Versailles, Kentucky	$927K	+$5.02K	1	0.1%	Increased
1358	ECAM East Coast Asset Management Essex, Massachusetts	$924K	$0	1	0.25%	Maintained
1359	EARNEST Partners Atlanta, Georgia	$921K	$0	2	0.01%	Maintained
1360	FBC Fairfield, Bush & Co Darien, Connecticut	$915K	-$71.4K	1	0.29%	Reduced
1361	BMM Buffington Mohr McNeal Boise, Idaho	$911K	+$15.4K	1	0.36%	Increased
1362	TF Tompkins Financial Ithaca, New York	$904K	-$39.4K	3	0.23%	Reduced
1363	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$903K	-$326K	3	0.73%	Reduced
1364	RIM Regent Investment Management Louisville, Kentucky	$898K	-$11.9K	1	0.32%	Reduced
1365	Waldron Private Wealth Bridgeville, Pennsylvania	$898K	-$596K	2	0.29%	Reduced
1366	Guardian Capital (Canada) Toronto, Ontario, Canada	$893K	+$128K	1	0.01%	Increased
1367	BWM Biltmore Wealth Management Tempe, Arizona	$892K	+$500	1	1.01%	Increased
1368	SMC Smith, Moore & Co Clayton, Missouri	$890K	+$536K	2	0.3%	Increased
1369	Aristotle Capital Management Los Angeles, California	$889K	$0	1	0.01%	Maintained
1370	MIC Meridian Investment Counsel Lafayette, California	$886K	+$749	1	0.53%	Increased
1371	NG NatWest Group Edinburgh, Scotland, United Kingdom	$886K	-$29.7K	1	0.21%	Reduced
1372	SRC Stone Run Capital New York	$885K	$0	1	0.49%	Maintained
1373	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$884K	+$17.7K	1	0.55%	Increased
1374	JDR Jay D. Rosenbaum	$882K	+$47.6K	1	1.75%	Increased
1375	Level Four Advisory Services Dallas, Texas	$876K	-$17.2K	2	0.13%	Reduced