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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	VFS VSR Financial Services Overland Park, Kansas	$274K	-$32.6K	1	0.03%	Reduced
1477	CFSG Community Financial Services Group Newport, Vermont	$273K	-$3.75K	1	0.14%	Reduced
1478	KFS KMS Financial Services Seattle, Washington	$272K	-$563K	1	0.04%	Reduced
1479	CC Cornerstone Capital Palo Alto, California	$271K	$0	1	0.07%	Maintained
1480	VCAM Valentine Capital Asset Management Danville, California	$271K	-$209K	1	0.05%	Reduced
1481	Mariner Independent Advisor Network Overland Park, Kansas	$267K	+$255K	1	0.13%	New
1482	PL Parthenon LLC Louisville, Kentucky	$266K	$0	1	0.08%	Maintained
1483	Braun Stacey Associates New York	$265K	$0	1	0.02%	Maintained
1484	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$264K	-$24.7K	1	0.11%	Reduced
1485	EMG Ellington Management Group Old Greenwich, Connecticut	$263K	-$719K	1	0.12%	Reduced
1486	FSA Financial Sense Advisors San Diego, California	$262K	+$266K	1	0.1%	New
1487	Greenleaf Trust Kalamazoo, Michigan	$260K	+$58.2K	1	0.01%	Increased
1488	FA FCG Advisors Chatham, New Jersey	$256K	-$9.35K	1	0.19%	Reduced
1489	HBK Investments Dallas, Texas	$256K	+$263K	1	0.01%	New
1490	NSIM North Star Investment Management Chicago, Illinois	$255K	-$4.56K	1	0.05%	Reduced
1491	PA Parkside Advisors Berkeley, California	$255K	$0	1	0.18%	Maintained
1492	SWM SVA Wealth Management Madison, Wisconsin	$255K	+$46.8K	1	0.11%	Increased
1493	Waldron Private Wealth Bridgeville, Pennsylvania	$255K	+$28.9K	1	0.12%	Increased
1494	FAM Foothills Asset Management Scottsdale, Arizona	$253K	$0	1	0.2%	Maintained
1495	Cornerstone Investment Partners Atlanta, Georgia	$249K	+$5.23K	1	0%	Increased
1496	BO BRR OpCo Columbus, Ohio	$248K	+$252K	1	0.1%	New
1497	PCM Piermont Capital Management St. Louis, Missouri	$247K	$0	1	0.1%	Maintained
1498	SJL Shayne & Jacobs LLC Nashville, Tennessee	$243K	$0	1	0.19%	Maintained
1499	SFT Simmons First Trust Pine Bluff, Arkansas	$243K	$0	1	0.07%	Maintained
1500	GIA GHP Investment Advisors Denver, Colorado	$242K	+$149	1	0.07%	Increased