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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	Capital Analysts LLC Fort Washington, Pennsylvania	$516K	+$14.4K	2	0.1%	Increased
1427	BO Bank OZK Little Rock, Arkansas	$515K	-$43.8K	1	0.19%	Reduced
1428	SIC SFE Investment Counsel Los Angeles, California	$511K	$0	1	0.25%	Maintained
1429	Carson Wealth (CWM LLC) Omaha, Nebraska	$509K	+$129K	3	0.04%	Increased
1430	AB AT Bancorp Dubuque, Iowa	$506K	+$1.46K	1	0.07%	Increased
1431	CAAS Capital Asset Advisory Services Williamston, Michigan	$506K	$0	1	0.67%	Maintained
1432	EC Eachwin Capital New York	$504K	$0	1	0.46%	Maintained
1433	WCP Welch Capital Partners Harrison, New York	$499K	$0	1	0.16%	Maintained
1434	MBT Montecito Bank & Trust Santa Barbara, California	$489K	-$143K	1	0.2%	Reduced
1435	Homrich & Berg Atlanta, Georgia	$486K	-$13.5K	1	0.04%	Reduced
1436	UBWV United Bank (West Virginia) Parkersburg, West Virginia	$485K	-$2.19K	1	0.22%	Reduced
1437	WA Wealth Architects Mountain View, California	$484K	-$157K	1	0.22%	Reduced
1438	GLI Guardian Life Insurance New York	$482K	$0	3	0.04%	Maintained
1439	SFM Signature Financial Management Norfolk, Virginia	$480K	+$63.2K	1	0.19%	Increased
1440	FPB First PREMIER Bank Sioux Falls, South Dakota	$479K	+$470K	1	0.36%	Increased
1441	SCI S&CO Inc Boston, Massachusetts	$478K	$0	1	0.07%	Maintained
1442	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$477K	-$61.8K	4	0.13%	Reduced
1443	MIP Marietta Investment Partners Milwaukee, Wisconsin	$477K	$0	1	0.16%	Maintained
1444	MFW Mosaic Family Wealth St. Louis, Missouri	$475K	+$11.5K	2	0.22%	Increased
1445	PAA Peregrine Asset Advisers Portland, Oregon	$475K	$0	1	0.3%	Maintained
1446	SCA Salient Capital Advisors Houston, Texas	$475K	-$2.12K	1	0.01%	Reduced
1447	BCM Birmingham Capital Management Birmingham, Alabama	$467K	$0	1	0.21%	Maintained
1448	KFA Kelleher Financial Advisors New York	$467K	$0	1	0.26%	Maintained
1449	SC Schulhoff & Co Cincinnati, Ohio	$465K	-$10.8K	1	0.29%	Reduced
1450	PHS Pekin Hardy Strauss Chicago, Illinois	$463K	$0	1	0.08%	Maintained