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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	RC Roundview Capital Princeton, New Jersey	$547K	$0	1	0.22%	Maintained
1377	ALA Atherton Lane Advisers Menlo Park, California	$545K	-$4.09K	1	0.03%	Reduced
1378	Wealthfront Palo Alto, California	$542K	+$111K	4	0.03%	Increased
1379	ICM IMS Capital Management Portland, Oregon	$536K	+$48.7K	1	0.61%	Increased
1380	BO Bank OZK Little Rock, Arkansas	$532K	-$13.5K	1	0.18%	Reduced
1381	SIM SSI Investment Management Los Angeles, California	$531K	-$377K	2	0.05%	Reduced
1382	BAS Brown Advisory Securities Baltimore, Maryland	$528K	+$40.7K	1	0.19%	Increased
1383	PTC Provident Trust Company Waukesha, Wisconsin	$525K	-$17.9K	1	0.03%	Reduced
1384	SCM Stonebridge Capital Management Los Angeles, California	$524K	$0	1	0.2%	Maintained
1385	Westfield Capital Management Boston, Massachusetts	$521K	-$81M	1	0%	Reduced
1386	CS Comerica Securities Detroit, Michigan	$520K	-$325K	1	0.16%	Reduced
1387	KAH Kathryn A. Hall	$518K	+$488K	1	0.14%	New
1388	ALPS Advisors Denver, Colorado	$517K	-$69.4K	1	0%	Reduced
1389	MCA Mercer Capital Advisers Little Silver, New Jersey	$513K	+$483K	1	0.45%	New
1390	DI Diligent Investors Redlands, California	$507K	+$457K	1	0.52%	New
1391	MCM MV Capital Management Bethesda, Maryland	$507K	+$478K	4	0.23%	New
1392	SCM SOL Capital Management Rockville, Maryland	$507K	$0	1	0.2%	Maintained
1393	Diversified Trust Memphis, Tennessee	$506K	+$477K	1	0.05%	New
1394	WA Wealth Architects Mountain View, California	$506K	+$477K	1	0.3%	New
1395	BCM Buckhead Capital Management Atlanta, Georgia	$501K	-$127K	1	0.09%	Reduced
1396	YMRC Yorktown Management & Research Company Forest, Virginia	$501K	-$220K	2	0.1%	Reduced
1397	PCA Peddock Capital Advisors Braintree, Massachusetts	$496K	$0	1	0.4%	Maintained
1398	WA WealthTrust Axiom Wayne, Pennsylvania	$496K	$0	1	0.18%	Maintained
1399	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$494K	+$189K	3	0.22%	Increased
1400	South Texas Money Management San Antonio, Texas	$491K	+$11.6K	1	0.03%	Increased