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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	NL NWAM LLC Mercer Island, Washington	$284K	-$4.36K	1	0.12%	Reduced
1527	HCMT Highland Capital Management (Texas) Dallas, Texas	$283K	+$275K	1	0.01%	New
1528	IB Intrust Bank Wichita, Kansas	$282K	-$30.9K	1	0.11%	Reduced
1529	Modera Wealth Management Westwood, New Jersey	$282K	$0	1	0.11%	Maintained
1530	Sequoia Financial Advisors Akron, Ohio	$282K	+$282K	1	0.11%	New
1531	Greenleaf Trust Kalamazoo, Michigan	$281K	-$139K	1	0.01%	Reduced
1532	WIP Wellesley Investment Partners Wellesley, Massachusetts	$281K	+$282K	1	0.19%	New
1533	BRF B. Riley Financial Los Angeles, California	$280K	+$303K	1	0.2%	New
1534	CA Cornerstone Advisory Hunt Valley, Maryland	$276K	+$276K	1	0.24%	New
1535	GWS Glassman Wealth Services Vienna, Virginia	$273K	$0	2	0.25%	Maintained
1536	LPT Legacy Private Trust Neenah, Wisconsin	$272K	-$481K	1	0.04%	Reduced
1537	SCA Secor Capital Advisors New York	$271K	-$156K	1	0.08%	Reduced
1538	CPO Cerity Partners OCIO New York	$268K	$0	1	0.03%	Maintained
1539	Soros Fund Management New York	$267K	-$4.95M	1	0%	Reduced
1540	WCM Windsor Capital Management Phoenix, Arizona	$266K	-$61.7K	1	0.17%	Reduced
1541	AWM Altavista Wealth Management Asheville, North Carolina	$264K	-$34.4K	1	0.16%	Reduced
1542	MAM Marquette Asset Management Minneapolis, Minnesota	$264K	$0	1	0.11%	Maintained
1543	SSI Scott & Selber Inc Houston, Texas	$264K	+$264K	1	0.17%	New
1544	FI FormulaFolio Investments Grand Rapids, Michigan	$263K	+$18.3K	1	0.07%	Increased
1545	BA BKS Advisors Southfield, Michigan	$262K	+$9.56K	1	0.13%	Increased
1546	VNA Valley National Advisers Bethlehem, Pennsylvania	$262K	+$21.6K	1	0.15%	Increased
1547	ACM Alpha Capital Management Austin, Texas	$261K	$0	1	0.21%	Maintained
1548	SLA Silver Lake Advisory Cottonwood Heights, Utah	$261K	+$242	1	0.23%	Increased
1549	Cookson Peirce & Co Pittsburgh, Pennsylvania	$260K	+$48.6K	1	0.04%	Increased
1550	VNA VNBTrust National Association Charlottesville, Virginia	$260K	-$34.6K	1	0.14%	Reduced