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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	Penserra Capital Management Orinda, California	$461K	+$256K	3	0.06%	Increased
1452	IB Intrust Bank Wichita, Kansas	$457K	+$459K	2	0.18%	New
1453	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$456K	-$76.9K	1	0.2%	Reduced
1454	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$456K	+$478K	1	0.09%	New
1455	MCA Mercer Capital Advisers Little Silver, New Jersey	$453K	$0	1	0.36%	Maintained
1456	B BancorpSouth Tupelo, Mississippi	$452K	-$14.1K	1	0.05%	Reduced
1457	CBA Coastal Bridge Advisors Westport, Connecticut	$450K	+$265	1	0.22%	Increased
1458	SCM Southport Capital Management Chattanooga, Tennessee	$449K	+$2.06K	1	0.31%	Increased
1459	PTC Provident Trust Company Waukesha, Wisconsin	$447K	$0	1	0.03%	Maintained
1460	Nikko Asset Management Americas New York	$440K	+$426K	1	0.04%	New
1461	Element Capital Management New York	$438K	+$454K	1	0.07%	New
1462	Quadrant Capital Group Cincinnati, Ohio	$436K	+$20.3K	4	0.28%	Increased
1463	WCM Windsor Capital Management Phoenix, Arizona	$435K	+$5.04K	1	0.24%	Increased
1464	JDR Jay D. Rosenbaum	$434K	+$53.1K	1	0.05%	Increased
1465	KT Kanaly Trust Houston, Texas	$434K	-$3.87K	3	0.09%	Reduced
1466	Ronald Blue & Co Roswell, Georgia	$430K	-$226K	1	0.02%	Reduced
1467	BAM Bruderman Asset Management Locust Valley, New York	$429K	-$32.6K	3	0.13%	Reduced
1468	GWS Glassman Wealth Services Vienna, Virginia	$429K	$0	2	0.36%	Maintained
1469	GCA Greenwood Capital Associates Greenwood, South Carolina	$429K	+$416K	1	0.13%	New
1470	DF Dent & Co Baltimore, Maryland	$428K	$0	1	0.01%	Maintained
1471	HI Hudock Inc Williamsport, Pennsylvania	$427K	+$2.01K	4	0.24%	Increased
1472	MC Matisse Capital Portland, Oregon	$426K	$0	1	0.23%	Maintained
1473	ALPS Advisors Denver, Colorado	$425K	+$421K	1	0%	New
1474	FFA First Foundation Advisors Irvine, California	$421K	+$157K	1	0.03%	Increased
1475	SHGA Sand Hill Global Advisors Palo Alto, California	$421K	-$34.7K	1	0.06%	Reduced