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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	SC Stralem & Co New York	$559K	-$116K	1	0.06%	Reduced
1402	BBNB Baker Boyer National Bank Walla Walla, Washington	$553K	$0	1	2.28%	Maintained
1403	BWP Baldwin Wealth Partners Marion, Massachusetts	$552K	-$52.7K	2	0.1%	Reduced
1404	PL Parkwood LLC Cleveland, Ohio	$552K	+$171K	2	0.08%	Increased
1405	B Bellecapital Zurich, Switzerland	$549K	$0	1	0.61%	Maintained
1406	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$549K	$0	1	0.12%	Maintained
1407	AW Alpha Windward Westwood, Massachusetts	$548K	-$4.37K	2	0.38%	Reduced
1408	Chicago Partners Investment Group Chicago, Illinois	$547K	+$462K	2	0.22%	Increased
1409	BO BRR OpCo Columbus, Ohio	$544K	+$11.4K	1	0.18%	Increased
1410	WCF West Coast Financial Santa Barbara, California	$544K	-$179K	1	0.17%	Reduced
1411	SC Sasco Capital Fairfield, Connecticut	$542K	$0	1	0.01%	Maintained
1412	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$541K	-$2.1M	1	0.2%	Reduced
1413	SBL Sargent Bickham Lagudis Boulder, Colorado	$541K	-$102K	3	0.08%	Reduced
1414	FHC First Heartland Consultants Lake St. Louis, Missouri	$540K	+$535K	1	0.16%	New
1415	BMM Buffington Mohr McNeal Boise, Idaho	$536K	+$5.17K	1	0.23%	Increased
1416	HCMT Highland Capital Management (Texas) Dallas, Texas	$535K	+$217K	1	0.02%	Increased
1417	IT Independence Trust Franklin, Tennessee	$533K	+$103K	2	0.87%	Increased
1418	DAM Doheny Asset Management Los Angeles, California	$530K	$0	1	0.27%	Maintained
1419	SCM SOL Capital Management Rockville, Maryland	$529K	+$39K	1	0.18%	Increased
1420	Mission Wealth Management Santa Barbara, California	$528K	$0	1	0.13%	Maintained
1421	CM Capital Management Glen Allen, Virginia	$526K	+$65.9K	1	0.19%	Increased
1422	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$522K	+$393K	1	0.13%	Increased
1423	CBU CIBC Bank USA Chicago, Illinois	$520K	-$102K	1	0.08%	Reduced
1424	SCM Sterneck Capital Management Kansas City, Missouri	$520K	+$246K	1	0.35%	Increased
1425	CCM Carderock Capital Management Chevy Chase, Maryland	$517K	-$48.8K	1	0.26%	Reduced