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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	CS Credential Securities Vancouver,	$488K	+$222K	1	0.28%	Increased
1427	CAAS Capital Asset Advisory Services Williamston, Michigan	$487K	+$9.69K	1	0.53%	Increased
1428	IC IKOS CIF Limassol, Cyprus	$487K	+$159K	1	1.19%	Increased
1429	Mission Wealth Management Santa Barbara, California	$487K	-$222K	1	0.13%	Reduced
1430	TSS Two Sigma Securities New York	$486K	+$450K	1	0.62%	New
1431	Becker Capital Management Portland, Oregon	$485K	-$2.32K	1	0.02%	Reduced
1432	SCM SOL Capital Management Rockville, Maryland	$484K	$0	1	0.16%	Maintained
1433	LA LVW Advisors Pittsford, New York	$481K	+$12.2K	1	0.15%	Increased
1434	WA Wealth Architects Mountain View, California	$478K	$0	1	0.24%	Maintained
1435	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$476K	-$1.8K	1	0.05%	Reduced
1436	ACS Archford Capital Strategies Swansea, Illinois	$475K	-$518K	1	0.23%	Reduced
1437	PHS Pekin Hardy Strauss Chicago, Illinois	$468K	$0	1	0.11%	Maintained
1438	DF Dent & Co Baltimore, Maryland	$461K	-$7.37K	1	0.01%	Reduced
1439	SC Sasco Capital Fairfield, Connecticut	$461K	+$80	1	0.01%	Increased
1440	GLI Guardian Life Insurance New York	$458K	-$142K	3	0.04%	Reduced
1441	CM Capital Management Glen Allen, Virginia	$455K	+$419K	1	0.18%	New
1442	MIP Marietta Investment Partners Milwaukee, Wisconsin	$455K	$0	1	0.19%	Maintained
1443	SIC SFE Investment Counsel Los Angeles, California	$455K	$0	1	0.21%	Maintained
1444	WAS Winch Advisory Services Appleton, Wisconsin	$455K	+$434K	1	0.73%	New
1445	B BancorpSouth Tupelo, Mississippi	$449K	-$201K	1	0.05%	Reduced
1446	Quadrant Capital Group Cincinnati, Ohio	$449K	-$12.9K	4	0.29%	Reduced
1447	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$447K	$0	1	0.28%	Maintained
1448	MCA Mercer Capital Advisers Little Silver, New Jersey	$446K	$0	1	0.38%	Maintained
1449	CBA Coastal Bridge Advisors Westport, Connecticut	$443K	-$696	1	0.31%	Reduced
1450	PTC Provident Trust Company Waukesha, Wisconsin	$440K	$0	1	0.02%	Maintained