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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	Cookson Peirce & Co Pittsburgh, Pennsylvania	$217K	+$209K	1	0.04%	New
1552	RCM Rotella Capital Management Bellevue, Washington	$217K	+$220K	1	0.07%	New
1553	FI FormulaFolio Investments Grand Rapids, Michigan	$215K	-$988K	1	0.07%	Reduced
1554	Lincoln National Corp Radnor, Pennsylvania	$215K	+$215K	1	0.02%	New
1555	SRAM Stone Ridge Asset Management New York	$214K	+$235K	1	0.85%	New
1556	HCM Harvey Capital Management Palm Beach, Florida	$213K	$0	1	0.09%	Maintained
1557	HCM Highlander Capital Management Short Hills, New Jersey	$213K	+$1.8K	3	0.2%	Increased
1558	AIM Avity Investment Management Greenwich, Connecticut	$212K	+$20.8K	1	0.03%	Increased
1559	WCM Weik Capital Management Wyomissing, Pennsylvania	$209K	+$229K	1	0.13%	New
1560	FA FCG Advisors Chatham, New Jersey	$208K	+$5.05K	1	0.17%	Increased
1561	Atria Investments Charlotte, North Carolina	$207K	-$368K	1	0.03%	Reduced
1562	FNB Farmers National Bank Danville, Kentucky	$207K	+$228K	1	0.16%	New
1563	CFSG Community Financial Services Group Newport, Vermont	$205K	$0	1	0.1%	Maintained
1564	ST Sentinel Trust Houston, Texas	$205K	-$2.34K	1	0.03%	Reduced
1565	CC Cornerstone Capital Palo Alto, California	$204K	-$87K	1	0.05%	Reduced
1566	Dynamic Advisor Solutions Phoenix, Arizona	$204K	+$4.43K	1	0.1%	Increased
1567	NSIM North Star Investment Management Chicago, Illinois	$204K	+$44.1K	3	0.04%	Increased
1568	SFT Simmons First Trust Pine Bluff, Arkansas	$204K	+$5.29K	1	0.05%	Increased
1569	SIM SSI Investment Management Los Angeles, California	$203K	$0	1	0.02%	Maintained
1570	Krilogy Financial St. Louis, Missouri	$202K	+$222K	2	0.1%	New
1571	NA Nottingham Advisors Amherst, New York	$202K	+$7.33K	1	0.04%	Increased
1572	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$200K	-$9.79K	1	0.07%	Reduced
1573	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$187K	-$347K	1	0.05%	Reduced
1574	CF CNA Financial Chicago, Illinois	$180K	+$12.5K	1	0.04%	Increased
1575	SMC Smith, Moore & Co Clayton, Missouri	$178K	+$9.51K	1	0.1%	Increased