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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
1426	FFA First Foundation Advisors Irvine, California	$521K	-$110K	1	0.04%	Reduced
1427	CPP Crow Point Partners Boston, Massachusetts	$520K	+$517K	1	0.07%	New
1428	BAS Brown Advisory Securities Baltimore, Maryland	$513K	-$20.4K	1	0.18%	Reduced
1429	Waldron Private Wealth Bridgeville, Pennsylvania	$513K	-$3.06K	2	0.21%	Reduced
1430	WA Wealth Architects Mountain View, California	$513K	-$3.51K	1	0.3%	Reduced
1431	DF Dent & Co Baltimore, Maryland	$511K	+$34.7K	1	0.01%	Increased
1432	JIC Joel Isaacson & Co New York	$506K	+$177K	3	0.13%	Increased
1433	PCA Peddock Capital Advisors Braintree, Massachusetts	$505K	$0	1	0.42%	Maintained
1434	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$504K	-$216K	2	0.06%	Reduced
1435	BKA Brick & Kyle Associates Newtown, Pennsylvania	$500K	$0	3	0.43%	Maintained
1436	Verition Fund Management Greenwich, Connecticut	$500K	+$28.9K	2	0.06%	Increased
1437	KT Kanaly Trust Houston, Texas	$495K	-$9.01K	3	0.1%	Reduced
1438	PIA Peachtree Investment Advisors Atlanta, Georgia	$494K	+$154K	2	0.35%	Increased
1439	LFR Lehman Financial Resources Media, Pennsylvania	$489K	+$96.2K	4	0.22%	Increased
1440	South Texas Money Management San Antonio, Texas	$488K	-$12.3K	1	0.03%	Reduced
1441	WRM Weybosset Research & Management Province, Rhode Island	$477K	-$11.9K	1	0.3%	Reduced
1442	CS Comerica Securities Detroit, Michigan	$475K	-$55.8K	1	0.12%	Reduced
1443	CPA Court Place Advisors Ellicott City, Maryland	$474K	$0	1	0.3%	Maintained
1444	IAM Impax Asset Management Portsmouth, New Hampshire	$471K	+$52.3K	1	0.03%	Increased
1445	UBWV United Bank (West Virginia) Parkersburg, West Virginia	$471K	$0	1	0.2%	Maintained
1446	MBT Montecito Bank & Trust Santa Barbara, California	$467K	+$2.31K	1	0.23%	Increased
1447	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$466K	+$467K	2	0.22%	New
1448	AAP Ardsley Advisory Partners Stamford, Connecticut	$464K	+$386K	1	0.06%	New
1449	TC Taylor Cottrill New London, New Hampshire	$464K	$0	1	0.22%	Maintained
1450	Aspiriant LLC Los Angeles, California	$463K	+$469K	1	0.06%	New