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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	ALPS Advisors Denver, Colorado	$698K	+$29.5K	1	0%	Increased
1452	RHJA Rice Hall James & Associates San Diego, California	$694K	$0	1	0.03%	Maintained
1453	CBU CIBC Bank USA Chicago, Illinois	$693K	+$137K	1	0.09%	Increased
1454	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$693K	+$400K	5	0.35%	Increased
1455	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$691K	-$5.92K	2	0.07%	Reduced
1456	CP Camelot Portfolios Maumee, Ohio	$680K	-$143K	1	0.34%	Reduced
1457	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$677K	-$10.9K	5	0.12%	Reduced
1458	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$677K	+$501K	2	0.08%	Increased
1459	Waratah Capital Advisors Toronto, Ontario, Canada	$676K	-$60.2K	1	0.09%	Reduced
1460	EMG Ellington Management Group Old Greenwich, Connecticut	$675K	-$10.2K	2	0.1%	Reduced
1461	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$674K	+$220K	1	0.39%	Increased
1462	WCA Westover Capital Advisors Wilmington, Delaware	$672K	-$71.6K	1	0.44%	Reduced
1463	CM Capital Management Glen Allen, Virginia	$667K	$0	1	0.2%	Maintained
1464	PIA Peachtree Investment Advisors Atlanta, Georgia	$665K	$0	2	0.57%	Maintained
1465	VWM Venturi Wealth Management Austin, Texas	$665K	$0	1	0.15%	Maintained
1466	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$659K	$0	1	0.14%	Maintained
1467	SAM SignalPoint Asset Management Springfield, Missouri	$659K	+$666K	1	0.18%	New
1468	WA1 Wimmer Associates 1 Pasadena, California	$657K	-$38K	1	0.61%	Reduced
1469	LGC Laurel Grove Capital Los Angeles, California	$655K	-$75K	1	0.35%	Reduced
1470	BBNB Baker Boyer National Bank Walla Walla, Washington	$654K	$0	1	2.61%	Maintained
1471	AE Wealth Management Topeka, Kansas	$653K	+$427K	2	0.08%	Increased
1472	Koshinski Asset Management Decatur, Illinois	$652K	-$163K	1	0.24%	Reduced
1473	WOC West Oak Capital Westlake Village, California	$651K	-$35.7K	3	0.4%	Reduced
1474	SGI Summit Global Investments Bountiful, Utah	$651K	+$121K	1	0.19%	Increased
1475	AB AT Bancorp Dubuque, Iowa	$646K	+$28.2K	1	0.08%	Increased