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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	AW Alpha Windward Westwood, Massachusetts	$567K	-$433K	2	0.41%	Reduced
1402	ICOA Investment Centers of America Bismarck, North Dakota	$565K	-$19.2K	1	0.06%	Reduced
1403	FC FIC Capital New York	$564K	+$559K	1	0.27%	New
1404	BO Bank OZK Little Rock, Arkansas	$562K	+$40.1K	1	0.2%	Increased
1405	BBNB Baker Boyer National Bank Walla Walla, Washington	$558K	$0	1	2.55%	Maintained
1406	RHJA Rice Hall James & Associates San Diego, California	$556K	-$19.7K	1	0.03%	Reduced
1407	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$554K	$0	1	0.13%	Maintained
1408	DI Diligent Investors Redlands, California	$551K	$0	1	0.52%	Maintained
1409	DAM Doheny Asset Management Los Angeles, California	$550K	$0	1	0.28%	Maintained
1410	AssetMark Inc Concord, California	$549K	-$15.2K	4	0.01%	Reduced
1411	YMRC Yorktown Management & Research Company Forest, Virginia	$549K	$0	2	0.12%	Maintained
1412	Mission Wealth Management Santa Barbara, California	$548K	+$1.05K	1	0.15%	Increased
1413	Ballentine Partners Waltham, Massachusetts	$546K	+$39.8K	1	0.05%	Increased
1414	ICM IMS Capital Management Portland, Oregon	$544K	+$18.3K	1	0.64%	Increased
1415	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$543K	+$5.39K	5	0.15%	Increased
1416	BO BRR OpCo Columbus, Ohio	$538K	-$101K	1	0.18%	Reduced
1417	BMM Buffington Mohr McNeal Boise, Idaho	$536K	-$96.6K	1	0.24%	Reduced
1418	GIM Groesbeck Investment Management Paramus, New Jersey	$534K	-$39.5K	1	0.39%	Reduced
1419	Atria Investments Charlotte, North Carolina	$525K	-$467K	1	0.06%	Reduced
1420	TCM Tradition Capital Management Summit, New Jersey	$524K	-$25.1K	1	0.18%	Reduced
1421	HWP Hefty Wealth Partners Auburn, Indiana	$521K	$0	3	0.43%	Maintained
1422	MIP Marietta Investment Partners Milwaukee, Wisconsin	$513K	$0	1	0.18%	Maintained
1423	SIC SFE Investment Counsel Los Angeles, California	$511K	$0	1	0.24%	Maintained
1424	AB AT Bancorp Dubuque, Iowa	$510K	+$576	1	0.08%	Increased
1425	CAAS Capital Asset Advisory Services Williamston, Michigan	$510K	+$11.2K	1	0.67%	Increased