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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
1401	KT Kanaly Trust Houston, Texas	$490K	+$6.11K	3	0.1%	Increased
1402	Waldron Private Wealth Bridgeville, Pennsylvania	$489K	-$744	2	0.2%	Reduced
1403	BKA Brick & Kyle Associates Newtown, Pennsylvania	$487K	+$459K	3	0.42%	New
1404	Guardian Capital (Canada) Toronto, Ontario, Canada	$486K	-$325K	1	0.01%	Reduced
1405	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$485K	-$5.39K	1	0.49%	Reduced
1406	CHAM Clear Harbor Asset Management Stamford, Connecticut	$482K	+$19K	1	0.1%	Increased
1407	GGPS Gary Goldberg Planning Services Suffern, New York	$481K	+$284	5	0.2%	Increased
1408	GIA GHP Investment Advisors Denver, Colorado	$481K	+$198K	2	0.13%	Increased
1409	WRM Weybosset Research & Management Province, Rhode Island	$479K	$0	1	0.3%	Maintained
1410	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$469K	+$106K	1	0.12%	Increased
1411	FIB First Interstate Bank Billings, Montana	$469K	+$117K	1	0.08%	Increased
1412	DF Dent & Co Baltimore, Maryland	$468K	$0	1	0.01%	Maintained
1413	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$467K	+$249K	4	0.34%	Increased
1414	CPA Court Place Advisors Ellicott City, Maryland	$465K	$0	1	0.3%	Maintained
1415	UBWV United Bank (West Virginia) Parkersburg, West Virginia	$462K	$0	1	0.17%	Maintained
1416	MBT Montecito Bank & Trust Santa Barbara, California	$456K	+$43.4K	1	0.24%	Increased
1417	TC Taylor Cottrill New London, New Hampshire	$455K	$0	1	0.21%	Maintained
1418	ICOA Investment Centers of America Bismarck, North Dakota	$450K	-$38.8K	1	0.1%	Reduced
1419	AHC Anderson Hoagland & Co St Louis, Missouri	$449K	$0	1	0.27%	Maintained
1420	HPBT High Point Bank & Trust High Point, North Carolina	$446K	-$23.7K	2	0.15%	Reduced
1421	FI FormulaFolio Investments Grand Rapids, Michigan	$445K	+$429K	1	0.17%	New
1422	HHGA Halbert Hargrove Global Advisors Long Beach, California	$445K	+$19.7K	1	0.22%	Increased
1423	HI Hudock Inc Williamsport, Pennsylvania	$443K	+$13.7K	2	0.2%	Increased
1424	RT Reliance Trust Atlanta, Georgia	$441K	-$250K	1	0.51%	Reduced
1425	OCG Opus Capital Group Cincinnati, Ohio	$440K	$0	1	0.06%	Maintained