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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
1451	Exencial Wealth Advisors Oklahoma City, Oklahoma	$323K	$0	1	0.14%	Maintained
1452	SLA Silver Lake Advisory Cottonwood Heights, Utah	$322K	+$144	1	0.29%	Increased
1453	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$318K	$0	1	0.17%	Maintained
1454	SAG Sterne Agee Group Birmingham, Alabama	$315K	+$307K	1	0.06%	New
1455	LJHT Laurie J. Hall Trustee	$310K	$0	1	0.24%	Maintained
1456	VFS VSR Financial Services Overland Park, Kansas	$310K	-$234K	1	0.04%	Reduced
1457	NL NWAM LLC Mercer Island, Washington	$308K	+$301K	1	0.11%	New
1458	ACM Alpha Capital Management Austin, Texas	$306K	+$42.5K	1	0.24%	Increased
1459	AGM Alpine Global Management New York	$303K	+$27.7K	1	0.26%	Increased
1460	TWM Torch Wealth Management Cincinnati, Ohio	$300K	$0	1	0.22%	Maintained
1461	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$298K	$0	1	0.03%	Maintained
1462	AT Acadia Trust Portland, Maine	$297K	$0	1	0.11%	Maintained
1463	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$293K	$0	1	0.02%	Maintained
1464	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$292K	$0	1	0.13%	Maintained
1465	FCM Firsthand Capital Management San Jose, California	$292K	$0	1	0.14%	Maintained
1466	RBF Capital San Francisco, California	$292K	$0	1	0.07%	Maintained
1467	IAM Iridian Asset Management Westport, Connecticut	$291K	-$145K	1	0%	Reduced
1468	ST Sentinel Trust Houston, Texas	$290K	-$4.6K	1	0.08%	Reduced
1469	TCI Wealth Advisors Tucson, Arizona	$290K	-$144K	2	0.19%	Reduced
1470	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$287K	+$280K	1	0.17%	New
1471	Marshall Wace London, United Kingdom	$285K	+$278K	1	0.01%	New
1472	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$284K	-$4.24K	2	0.13%	Reduced
1473	CPA Court Place Advisors Ellicott City, Maryland	$281K	$0	1	0.2%	Maintained
1474	BGA Belmont Global Advisors Dallas, Texas	$280K	+$274K	1	0.24%	New
1475	CFSG Community Financial Services Group Newport, Vermont	$280K	+$274K	1	0.14%	New