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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
1376	CRCM Crystal Rock Capital Management Bannockburn, Illinois	$4.5M	$0	1	2.29%	Maintained
1377	SPFA Summit Place Financial Advisors Summit, New Jersey	$4.48M	-$291K	1	1.96%	Reduced
1378	SIA SGL Investment Advisors Missoula, Montana	$4.48M	+$42.3K	2	1.55%	Increased
1379	HT Heritage Trust Oklahoma City, Oklahoma	$4.48M	+$539K	2	0.39%	Increased
1380	ELI Empire Life Investments Toronto, Ontario, Canada	$4.47M	-$217K	1	0.25%	Reduced
1381	NICM Neo Ivy Capital Management New York	$4.46M	+$3.42M	2	1.03%	Increased
1382	RMP Richards, Merrill & Peterson Spokane, Washington	$4.45M	+$56.4K	2	1.41%	Increased
1383	BSB Bangor Savings Bank Bangor, Maine	$4.43M	-$43.6K	5	0.33%	Reduced
1384	KC Kinloch Capital Glen Allen, Virginia	$4.43M	+$68K	1	1.62%	Increased
1385	Csenge Advisory Group Clearwater, Florida	$4.43M	-$656K	3	0.18%	Reduced
1386	Krilogy Financial St. Louis, Missouri	$4.43M	+$1.6M	6	0.13%	Increased
1387	NF Nvest Financial Portsmouth, New Hampshire	$4.43M	-$127K	1	1.4%	Reduced
1388	BOC Barbara Oil Co Chicago, Illinois	$4.42M	$0	2	1.49%	Maintained
1389	PWS Precision Wealth Strategies Saint Louis, Missouri	$4.41M	+$774K	1	1.33%	Increased
1390	DCM Dudley Capital Management Middleburg, Virginia	$4.4M	-$1.65K	2	1.76%	Reduced
1391	Meitav Investment House Bene-Beraq, Israel	$4.4M	-$329M	1	0.03%	Reduced
1392	COI Connable Office Inc Kalamazoo, Michigan	$4.4M	-$151K	1	0.39%	Reduced
1393	3IP 3Chopt Investment Partners Richmond, Virginia	$4.38M	-$13.5K	3	0.82%	Reduced
1394	NEAM New England Asset Management Farmington, Connecticut	$4.34M	+$30.6K	1	0.5%	Increased
1395	FA Fiducient Advisors Chicago, Illinois	$4.34M	$0	1	0.62%	Maintained
1396	Confluence Wealth Services Mcmurray, Pennsylvania	$4.34M	+$1.53M	2	0.12%	Increased
1397	NW Naviter Wealth Little Rock, Arkansas	$4.33M	+$905K	1	0.39%	Increased
1398	FFA Fortune Financial Advisors Overland Park, Kansas	$4.32M	+$338K	3	1.85%	Increased
1399	SFA Souders Financial Advisors Cincinnati, Ohio	$4.32M	-$919K	2	0.43%	Reduced
1400	AIM Anchor Investment Management Columbia, South Carolina	$4.31M	-$102K	4	0.32%	Reduced