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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	CM Capital Management Glen Allen, Virginia	$466K	$0	1	0.18%	Maintained
1452	PP PDT Partners New York	$462K	-$181K	1	0.04%	Reduced
1453	SHGA Sand Hill Global Advisors Palo Alto, California	$459K	+$27.7K	1	0.07%	Increased
1454	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$457K	-$30.5K	1	0.07%	Reduced
1455	MCA Mercer Capital Advisers Little Silver, New Jersey	$457K	$0	1	0.37%	Maintained
1456	CBA Coastal Bridge Advisors Westport, Connecticut	$454K	+$256	1	0.24%	Increased
1457	PTC Provident Trust Company Waukesha, Wisconsin	$451K	$0	1	0.02%	Maintained
1458	SCM Southport Capital Management Chattanooga, Tennessee	$451K	$0	1	0.25%	Maintained
1459	TG TLP Group Evanston, Illinois	$451K	-$176K	1	0.31%	Reduced
1460	Algert Global San Francisco, California	$447K	+$493K	1	0.18%	New
1461	HA Heartland Advisors Milwaukee, Wisconsin	$445K	+$168K	1	0.03%	Increased
1462	MC Miles Capital West Des Moines, Iowa	$445K	-$814K	1	0.3%	Reduced
1463	EPP ETF Portfolio Partners Leawood, Kansas	$443K	$0	1	0.39%	Maintained
1464	MC Matisse Capital Portland, Oregon	$443K	+$47.4K	1	0.24%	Increased
1465	KT Kanaly Trust Houston, Texas	$442K	-$9.66K	4	0.09%	Reduced
1466	IT Independence Trust Franklin, Tennessee	$441K	+$182K	2	0.68%	Increased
1467	Signature Estate & Investment Advisors Los Angeles, California	$441K	+$244K	1	0.07%	Increased
1468	JIC Joel Isaacson & Co New York	$439K	-$4.29K	3	0.09%	Reduced
1469	Group One Trading Chicago, Illinois	$438K	+$268K	2	0.01%	Increased
1470	WCM Windsor Capital Management Phoenix, Arizona	$435K	+$96.8K	1	0.25%	Increased
1471	SMH Sanders Morris Harris Houston, Texas	$434K	-$592K	1	0.1%	Reduced
1472	DF Dent & Co Baltimore, Maryland	$432K	-$40.6K	1	0.01%	Reduced
1473	HI Hudock Inc Williamsport, Pennsylvania	$432K	+$1.79K	4	0.24%	Increased
1474	Parallax Volatility Advisers San Francisco, California	$429K	-$460K	1	0%	Reduced
1475	SIG Schooner Investment Group Wayne, Pennsylvania	$427K	-$305K	2	1.04%	Reduced