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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
1551	BCA Benchmark Capital Advisors New York	$264K	-$28.3K	1	0.18%	Reduced
1552	ST Sentinel Trust Houston, Texas	$264K	-$17.3K	1	0.07%	Reduced
1553	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$263K	$0	1	0.13%	Maintained
1554	FAM Foothills Asset Management Scottsdale, Arizona	$261K	$0	1	0.21%	Maintained
1555	PRCM Pine River Capital Management Minnetonka, Minnesota	$261K	-$2.61M	1	0%	Reduced
1556	FCB First Citizens Bancorporation Columbia, South Carolina	$260K	-$547K	1	0.17%	Reduced
1557	FC Forte Capital Rochester, New York	$259K	$0	1	0.11%	Maintained
1558	GWS Glassman Wealth Services Vienna, Virginia	$258K	+$284K	2	0.19%	New
1559	SFT Simmons First Trust Pine Bluff, Arkansas	$257K	+$14.2K	1	0.06%	Increased
1560	VNB Valley National Bancorp New York	$256K	-$212K	1	0.31%	Reduced
1561	BHTS Bar Harbor Trust Services Ellsworth, Maine	$253K	+$238K	1	0.11%	New
1562	PA Parkside Advisors Berkeley, California	$251K	-$2.39K	1	0.18%	Reduced
1563	YP Yellowstone Partners Idaho Falls, Idaho	$251K	+$11.1K	1	0.14%	Increased
1564	WCM Wisconsin Capital Management Madison, Wisconsin	$250K	-$17.8K	1	0.09%	Reduced
1565	HCM Highlander Capital Management Short Hills, New Jersey	$249K	+$108K	2	0.21%	Increased
1566	Cornerstone Investment Partners Atlanta, Georgia	$248K	$0	1	0%	Maintained
1567	CL CIM LLC Albany, New York	$247K	-$70.4K	1	0.12%	Reduced
1568	CPA Cowen Prime Advisors New York	$247K	+$409	2	0.1%	Increased
1569	PFC Phocas Financial Corp Alameda, California	$247K	+$232K	1	0.02%	New
1570	F FolioMetrix Omaha, Nebraska	$242K	+$274K	1	0.17%	New
1571	JPTCCM J.P. Turner & Co Capital Management Atlanta, Georgia	$242K	+$227K	1	0.23%	New
1572	SJL Shayne & Jacobs LLC Nashville, Tennessee	$242K	$0	1	0.18%	Maintained
1573	WKWM Walter & Keenan Wealth Management Souh Bend, Indiana	$242K	$0	1	0.14%	Maintained
1574	OAM Orinda Asset Management Lafayette, California	$238K	+$80.1K	1	0.27%	Increased
1575	SAG Sterne Agee Group Birmingham, Alabama	$238K	-$23.8K	1	0.04%	Reduced