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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
1476	HCM Harvey Capital Management Palm Beach, Florida	$280K	$0	1	0.11%	Maintained
1477	Conestoga Capital Advisors Wayne, Pennsylvania	$278K	-$68.5K	1	0.02%	Reduced
1478	SWM Segment Wealth Management Houston, Texas	$278K	+$16.5K	1	0.13%	Increased
1479	HCM Hodges Capital Management Dallas, Texas	$276K	$0	1	0.02%	Maintained
1480	NYLT New York Life Trust New York	$275K	+$122K	3	1.22%	Increased
1481	CC Cornerstone Capital Palo Alto, California	$274K	-$11.4K	1	0.08%	Reduced
1482	PTC Provident Trust Company Waukesha, Wisconsin	$272K	$0	1	0.02%	Maintained
1483	ACM Altalis Capital Management New York	$271K	-$1.74M	1	0.22%	Reduced
1484	JCM Janney Capital Management Pittsburgh, Pennsylvania	$271K	-$11.8K	1	0.02%	Reduced
1485	PL Parthenon LLC Louisville, Kentucky	$269K	-$5.67K	1	0.08%	Reduced
1486	FA FCG Advisors Chatham, New Jersey	$268K	-$1.01K	1	0.19%	Reduced
1487	LJAC L.J. Altfest & Co New York	$262K	$0	1	0.24%	Maintained
1488	NSIM North Star Investment Management Chicago, Illinois	$262K	+$4.74K	2	0.05%	Increased
1489	PA Parkside Advisors Berkeley, California	$258K	$0	1	0.2%	Maintained
1490	Braun Stacey Associates New York	$256K	-$3.65K	1	0.02%	Reduced
1491	FAM Foothills Asset Management Scottsdale, Arizona	$256K	+$41.9K	1	0.21%	Increased
1492	NERM New England Research & Management Chicago, Illinois	$256K	$0	1	0.23%	Maintained
1493	FBT Founders Bank & Trust Grand Rapids, Michigan	$253K	-$82.3K	3	0.15%	Reduced
1494	CA Cornerstone Advisors Asheville, North Carolina	$247K	$0	1	0.06%	Maintained
1495	Cornerstone Investment Partners Atlanta, Georgia	$247K	+$241K	1	0%	New
1496	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$247K	$0	1	0.04%	Maintained
1497	SJL Shayne & Jacobs LLC Nashville, Tennessee	$246K	$0	1	0.2%	Maintained
1498	SFT Simmons First Trust Pine Bluff, Arkansas	$246K	$0	1	0.08%	Maintained
1499	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$245K	-$17K	1	0.09%	Reduced
1500	WKWM Walter & Keenan Wealth Management Souh Bend, Indiana	$245K	+$240K	1	0.13%	New