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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	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$826K	-$233K	1	0.42%	Reduced
1402	SBL Sargent Bickham Lagudis Boulder, Colorado	$825K	+$3.82K	3	0.11%	Increased
1403	KI Koch Industries Wichita, Kansas	$819K	+$348K	2	0.22%	Increased
1404	YMRC Yorktown Management & Research Company Forest, Virginia	$819K	$0	3	0.26%	Maintained
1405	IHT Wealth Management Chicago, Illinois	$816K	+$191K	4	0.4%	Increased
1406	PBO Peoples Bank (Ohio) Marietta, Ohio	$816K	-$8.91K	1	0.46%	Reduced
1407	OC Oakworth Capital Birmingham, Alabama	$803K	-$2.32K	4	0.22%	Reduced
1408	Clark Capital Management Group Philadelphia, Pennsylvania	$802K	+$781K	1	0.03%	New
1409	PHS Pekin Hardy Strauss Chicago, Illinois	$798K	+$200K	2	0.13%	Increased
1410	ABP Arthur B. Page	$795K	+$50K	1	0.69%	Increased
1411	ESBC E.S. Barr & Co Lexington, Kentucky	$795K	-$5.69K	1	0.09%	Reduced
1412	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$791K	-$23.7K	2	0.15%	Reduced
1413	FFC First Financial Corp Terre Haute, Indiana	$788K	-$6.64K	2	0.5%	Reduced
1414	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$786K	$0	2	0.12%	Maintained
1415	Sowell Financial Services North Little Rock, Arkansas	$780K	+$121K	2	0.22%	Increased
1416	CIC Cornercap Investment Counsel Atlanta, Georgia	$779K	-$3.29M	2	0.13%	Reduced
1417	RIG Renaissance Investment Group Lenox, Massachusetts	$773K	+$39.8K	1	0.34%	Increased
1418	Ballentine Partners Waltham, Massachusetts	$767K	+$129K	1	0.06%	Increased
1419	HCM Hutchinson Capital Management San Rafael, California	$766K	-$21K	1	0.22%	Reduced
1420	FC Ferris Capital Marlborough, Massachusetts	$765K	+$746K	2	0.36%	New
1421	VIM Veritas Investment Management London, United Kingdom	$762K	-$46.4K	1	0.11%	Reduced
1422	ARK Investment Management St. Petersburg, Florida	$757K	+$377K	1	0.15%	Increased
1423	NIM NXG Investment Management Dallas, Texas	$757K	$0	1	0.03%	Maintained
1424	Chicago Partners Investment Group Chicago, Illinois	$752K	+$112K	2	0.2%	Increased
1425	EP Elkfork Partners Portland, Oregon	$748K	+$344K	2	0.02%	Increased