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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	Cetera Investment Advisers Schaumburg, Illinois	$587K	-$3.31K	2	0.25%	Reduced
1377	FPFS First Personal Financial Services Charlotte, North Carolina	$587K	+$5.18K	2	0.29%	Increased
1378	Janney Capital Management Pittsburgh, Pennsylvania	$586K	$0	1	0.03%	Maintained
1379	CMANY Capital Management Associates (New York) New York	$584K	$0	1	1.06%	Maintained
1380	SVA Wealth Management Madison, Wisconsin	$583K	+$10.1K	2	0.1%	Increased
1381	ICOA Investment Centers of America Bismarck, North Dakota	$575K	+$49.1K	1	0.06%	Increased
1382	Apriem Advisors Irvine, California	$573K	+$69K	4	0.23%	Increased
1383	BerganKDV Wealth Management Bloomington, Minnesota	$569K	+$524K	1	0.34%	New
1384	First Mercantile Trust Cordova, Tennessee	$569K	-$42.9K	1	0.07%	Reduced
1385	Tower Research Capital (TRC) New York	$567K	+$318K	5	0.08%	Increased
1386	PAM Premier Asset Management Chicago, Illinois	$565K	$0	1	0.15%	Maintained
1387	Baldwin Wealth Partners Marion, Massachusetts	$563K	+$61.6K	2	0.1%	Increased
1388	CCM Carderock Capital Management Chevy Chase, Maryland	$563K	-$1.37M	1	0.29%	Reduced
1389	ACM Ativo Capital Management Chicago, Illinois	$561K	-$1.69M	1	0.15%	Reduced
1390	FFSOTS Fiduciary Financial Services of The Southwest Dallas, Texas	$560K	+$69.3K	1	0.2%	Increased
1391	Asset Dedication LLC San Francisco, California	$554K	-$123K	1	0.41%	Reduced
1392	F.L. Putnam Investment Management Lynnfield, Massachusetts	$550K	+$195K	2	0.07%	Increased
1393	BBNB Baker Boyer National Bank Walla Walla, Washington	$545K	-$26K	1	2.55%	Reduced
1394	First Foundation Advisors Irvine, California	$543K	+$4.64K	1	0.04%	Increased
1395	Homrich & Berg Atlanta, Georgia	$543K	+$13.7K	1	0.05%	Increased
1396	AIA Allegis Investment Advisors Idaho Falls, Idaho	$542K	+$20.4K	1	0.31%	Increased
1397	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$541K	$0	1	0.13%	Maintained
1398	Rice Hall James & Associates San Diego, California	$538K	-$176K	1	0.03%	Reduced
1399	GIM Groesbeck Investment Management Paramus, New Jersey	$537K	-$251K	1	0.38%	Reduced
1400	OA Outfitter Advisors Mclean, Virginia	$536K	-$23K	1	0.21%	Reduced