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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	SFM Systematic Financial Management Teaneck, New Jersey	$615K	$0	1	0.01%	Maintained
1377	Mizuho Securities USA New York	$614K	+$609K	1	0.1%	New
1378	Nicholas Hoffman & Company Atlanta, Georgia	$614K	+$582K	1	0.36%	New
1379	PBO Peoples Bank (Ohio) Marietta, Ohio	$611K	-$15.2K	1	0.38%	Reduced
1380	Lincoln National Corp Radnor, Pennsylvania	$609K	+$317K	2	0.04%	Increased
1381	BWP Baldwin Wealth Partners Marion, Massachusetts	$604K	+$25.4K	2	0.12%	Increased
1382	Cetera Investment Advisers Schaumburg, Illinois	$600K	-$19.7K	2	0.24%	Reduced
1383	JCM Janney Capital Management Pittsburgh, Pennsylvania	$600K	$0	1	0.03%	Maintained
1384	EP Wealth Advisors Torrance, California	$598K	-$130K	1	0.1%	Reduced
1385	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$596K	+$208K	1	0.09%	Increased
1386	TC Telemus Capital Southfield, Michigan	$596K	+$348K	1	0.07%	Increased
1387	WPC White Pine Capital Bloomington, Minnesota	$594K	-$20.4K	1	0.25%	Reduced
1388	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$592K	+$210K	2	0.07%	Increased
1389	TCI Wealth Advisors Tucson, Arizona	$592K	-$71.8K	3	0.33%	Reduced
1390	AIA Allegis Investment Advisors Idaho Falls, Idaho	$591K	+$47.5K	1	0.3%	Increased
1391	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$589K	+$650K	1	0.04%	New
1392	Members Trust Tampa, Florida	$588K	+$583K	1	0.04%	New
1393	PAM Premier Asset Management Chicago, Illinois	$579K	$0	1	0.15%	Maintained
1394	SM Sciencast Management Princeton, New Jersey	$579K	-$355K	2	0.25%	Reduced
1395	JIP Jaffetilchin Investment Partners Tampa, Florida	$578K	-$292K	1	0.18%	Reduced
1396	BAS Brown Advisory Securities Baltimore, Maryland	$570K	-$50.9K	1	0.18%	Reduced
1397	ADL Asset Dedication LLC San Francisco, California	$569K	+$8.38K	1	0.4%	Increased
1398	B Bellecapital Zurich, Switzerland	$569K	$0	1	0.62%	Maintained
1399	CCM Carderock Capital Management Chevy Chase, Maryland	$569K	-$7.62K	1	0.3%	Reduced
1400	WAS Winch Advisory Services Appleton, Wisconsin	$568K	+$53.9K	1	0.69%	Increased