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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	Tower Research Capital (TRC) New York	$570K	-$210K	7	0.07%	Reduced
1402	ALPS Advisors Denver, Colorado	$568K	+$8.66K	1	0%	Increased
1403	R RQSI Nassau, Bahamas	$568K	-$18.6K	1	0.31%	Reduced
1404	HHC Hutchin Hill Capital New York	$566K	+$551K	2	0.02%	New
1405	OC Oakworth Capital Birmingham, Alabama	$565K	$0	2	0.26%	Maintained
1406	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$562K	-$2.39K	1	0.14%	Reduced
1407	BWP Baldwin Wealth Partners Marion, Massachusetts	$560K	-$29.7K	1	0.08%	Reduced
1408	RC Roundview Capital Princeton, New Jersey	$557K	$0	1	0.22%	Maintained
1409	Becker Capital Management Portland, Oregon	$556K	-$5.9M	1	0.02%	Reduced
1410	IC IKOS CIF Limassol, Cyprus	$555K	-$108K	2	1.28%	Reduced
1411	BO Bank OZK Little Rock, Arkansas	$554K	+$11.9K	1	0.2%	Increased
1412	ICM IMS Capital Management Portland, Oregon	$546K	$0	1	0.61%	Maintained
1413	SWM SVA Wealth Management Madison, Wisconsin	$546K	+$542K	2	0.1%	New
1414	MCM MV Capital Management Bethesda, Maryland	$540K	-$8.82K	4	0.23%	Reduced
1415	SCM SOL Capital Management Rockville, Maryland	$540K	+$23.8K	1	0.2%	Increased
1416	SCM Southport Capital Management Chattanooga, Tennessee	$539K	-$23.8K	1	0.32%	Reduced
1417	GIA GHP Investment Advisors Denver, Colorado	$536K	+$8.6K	2	0.14%	Increased
1418	SCM Stonebridge Capital Management Los Angeles, California	$534K	$0	1	0.22%	Maintained
1419	DI Diligent Investors Redlands, California	$531K	$0	1	0.54%	Maintained
1420	PTC Provident Trust Company Waukesha, Wisconsin	$529K	-$5.3K	1	0.03%	Reduced
1421	Diversified Trust Memphis, Tennessee	$528K	+$11.7K	1	0.05%	Increased
1422	KAH Kathryn A. Hall	$527K	$0	1	0.18%	Maintained
1423	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$523K	+$5.18K	4	0.4%	Increased
1424	I2I Insight 2811 Inc Chicago, Illinois	$523K	+$530K	1	0.25%	New
1425	MCA Mercer Capital Advisers Little Silver, New Jersey	$522K	$0	1	0.47%	Maintained