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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
1526	FIG Fusion Investment Group Pittsburgh, Pennsylvania	$216K	-$15.2K	1	0.19%	Reduced
1527	Ruane, Cunniff & Goldfarb New York	$216K	+$219K	1	0%	New
1528	ZTNA Zions Trust National Association Salt Lake City, Utah	$215K	-$5.45K	1	0.3%	Reduced
1529	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$210K	-$18.7K	1	0.04%	Reduced
1530	CASB Cape Ann Savings Bank Glocuster, Massachusetts	$209K	$0	1	0.3%	Maintained
1531	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$209K	+$1.62K	2	0.2%	Increased
1532	HCM Hollencrest Capital Management Newport Beach, California	$209K	+$442	1	0.03%	Increased
1533	AAM American Asset Management Boca Raton, Florida	$207K	$0	1	0.1%	Maintained
1534	GC Globeflex Capital San Diego, California	$207K	-$671	1	0.02%	Reduced
1535	LD Lipe & Dalton Syracuse, New York	$207K	$0	1	0.13%	Maintained
1536	EIA Edgemoor Investment Advisors Bethesda, Maryland	$205K	+$207K	1	0.03%	New
1537	PIA Peachtree Investment Advisors Atlanta, Georgia	$203K	$0	1	0.14%	Maintained
1538	FRM Foundation Resource Management Little Rock, Arkansas	$202K	$0	1	0.02%	Maintained
1539	SC Sophrosyne Capital New York	$202K	+$53.6K	1	0.21%	Increased
1540	BCM Bluefin Capital Management New York	$200K	-$186K	1	0.01%	Reduced
1541	EM Excalibur Management Waltham, Massachusetts	$200K	+$203K	1	0.21%	New
1542	SSG Summit Securities Group New York	$199K	+$149K	2	0.07%	Increased
1543	FBT Founders Bank & Trust Grand Rapids, Michigan	$195K	-$60.9K	2	0.11%	Reduced
1544	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$195K	-$31.2K	2	0.04%	Reduced
1545	TIM Tortoise Investment Management White Plains, New York	$191K	+$115K	1	0.08%	Increased
1546	WAM Weatherly Asset Management Del Mar, California	$187K	+$189K	1	0.08%	New
1547	RIA Regal Investment Advisors Kentwood, Michigan	$184K	-$2.3M	4	0.07%	Reduced
1548	IPC Independent Portfolio Consultants Boca Raton, Florida	$181K	+$181K	3	0.05%	New
1549	BRWM B. Riley Wealth Management Memphis, Tennessee	$179K	+$87.7K	4	0.12%	Increased
1550	IC IKOS CIF Limassol, Cyprus	$178K	+$172K	2	0.57%	Increased