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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
1576	ST Sentinel Trust Houston, Texas	$258K	+$2.79K	1	0.07%	Increased
1577	SCP Syntal Capital Partners Midland, Texas	$258K	+$225K	2	0.26%	Increased
1578	QC QCM Cayman Houston, Texas	$256K	+$258K	1	0.1%	New
1579	CFSG Community Financial Services Group Newport, Vermont	$255K	-$7.12K	1	0.12%	Reduced
1580	CF CNA Financial Chicago, Illinois	$254K	+$13.1K	1	0.06%	Increased
1581	FA FCG Advisors Chatham, New Jersey	$254K	-$9.39K	1	0.2%	Reduced
1582	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$254K	-$64K	1	0.1%	Reduced
1583	FAM Foothills Asset Management Scottsdale, Arizona	$252K	$0	1	0.21%	Maintained
1584	SIM SSI Investment Management Los Angeles, California	$250K	-$1.03K	1	0.02%	Reduced
1585	Dynamic Advisor Solutions Phoenix, Arizona	$249K	-$8.73K	1	0.15%	Reduced
1586	BWP BSW Wealth Partners Boulder, Colorado	$248K	+$261K	1	0.16%	New
1587	SFT Simmons First Trust Pine Bluff, Arkansas	$248K	$0	1	0.06%	Maintained
1588	ANBT American National Bank & Trust Wichita Falls, Texas	$247K	+$20.4K	3	0.1%	Increased
1589	HCM Highlander Capital Management Short Hills, New Jersey	$247K	$0	2	0.22%	Maintained
1590	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$245K	$0	1	0.09%	Maintained
1591	BHTS Bar Harbor Trust Services Ellsworth, Maine	$244K	$0	1	0.11%	Maintained
1592	NA Nottingham Advisors Amherst, New York	$243K	+$24.6K	1	0.04%	Increased
1593	F FolioMetrix Omaha, Nebraska	$242K	$0	1	0.1%	Maintained
1594	PA Parkside Advisors Berkeley, California	$242K	$0	1	0.17%	Maintained
1595	FC Forte Capital Rochester, New York	$240K	-$17.6K	1	0.1%	Reduced
1596	PP Pegasus Partners Mequon, Wisconsin	$238K	+$251K	1	0.1%	New
1597	Modera Wealth Management Westwood, New Jersey	$237K	-$198K	1	0.09%	Reduced
1598	SJL Shayne & Jacobs LLC Nashville, Tennessee	$234K	$0	1	0.2%	Maintained
1599	WKWM Walter & Keenan Wealth Management Souh Bend, Indiana	$233K	-$91.5K	1	0.14%	Reduced
1600	Cornerstone Investment Partners Atlanta, Georgia	$230K	$0	1	0.01%	Maintained