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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	WCF West Coast Financial Santa Barbara, California	$642K	-$11.8K	1	0.21%	Reduced
1477	Modera Wealth Management Westwood, New Jersey	$638K	-$123K	2	0.16%	Reduced
1478	SL Summitry LLC Foster City, California	$636K	-$19K	1	0.06%	Reduced
1479	SIC SFE Investment Counsel Los Angeles, California	$635K	-$13.3K	1	0.26%	Reduced
1480	IT Independence Trust Franklin, Tennessee	$631K	-$7.75K	2	0.75%	Reduced
1481	CIM CIM Investment Management Pittsburgh, Pennsylvania	$628K	-$10.5K	1	0.22%	Reduced
1482	BCM Brown Capital Management Baltimore, Maryland	$623K	-$55.4K	1	0.01%	Reduced
1483	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$622K	+$2.1K	1	0.07%	Increased
1484	SCM SOL Capital Management Rockville, Maryland	$621K	-$5.99K	1	0.17%	Reduced
1485	WI Wintrust Investments Chicago, Illinois	$621K	+$24.3K	2	0.17%	Increased
1486	Quadrant Capital Group Cincinnati, Ohio	$620K	+$9.51K	6	0.27%	Increased
1487	FAN Financial Advisors Network Tustin, California	$615K	+$154K	1	0.51%	Increased
1488	WIP Wellesley Investment Partners Wellesley, Massachusetts	$610K	$0	1	0.26%	Maintained
1489	DW Domani Wealth Lancaster, Pennsylvania	$609K	-$13.3K	1	0.25%	Reduced
1490	SFM Signature Financial Management Norfolk, Virginia	$609K	$0	1	0.19%	Maintained
1491	PEAK6 Group Chicago, Illinois	$605K	-$13.9K	2	0%	Reduced
1492	SC Sasco Capital Fairfield, Connecticut	$605K	-$40.7K	1	0.02%	Reduced
1493	UBWV United Bank (West Virginia) Parkersburg, West Virginia	$605K	$0	1	0.25%	Maintained
1494	MBT Montecito Bank & Trust Santa Barbara, California	$603K	-$209K	1	0.22%	Reduced
1495	BRF B. Riley Financial Los Angeles, California	$602K	-$2.34M	1	0.16%	Reduced
1496	CAAS Capital Asset Advisory Services Williamston, Michigan	$601K	-$4.79K	1	0.39%	Reduced
1497	MIP Marietta Investment Partners Milwaukee, Wisconsin	$601K	-$1.05M	1	0.19%	Reduced
1498	WTB Washington Trust Bank Spokane, Washington	$599K	-$1.37K	4	0.13%	Reduced
1499	WCP Welch Capital Partners Harrison, New York	$599K	$0	1	0.2%	Maintained
1500	FMT First Mercantile Trust Cordova, Tennessee	$598K	-$407K	1	0.11%	Reduced