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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	HCM Harvey Capital Management Palm Beach, Florida	$230K	$0	1	0.09%	Maintained
1577	AW ACG Wealth Atlanta, Georgia	$224K	+$224K	1	0.05%	New
1578	NA Nottingham Advisors Amherst, New York	$223K	+$4.54K	1	0.04%	Increased
1579	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$222K	$0	1	0.1%	Maintained
1580	CFSG Community Financial Services Group Newport, Vermont	$221K	$0	1	0.11%	Maintained
1581	SRAM Stone Ridge Asset Management New York	$221K	-$9.62K	1	0.75%	Reduced
1582	CIM Calvert Investment Management Bethesda, Maryland	$219K	-$81.2K	1	0.01%	Reduced
1583	NSIM North Star Investment Management Chicago, Illinois	$219K	+$2.02K	2	0.04%	Increased
1584	SIM SSI Investment Management Los Angeles, California	$219K	$0	1	0.02%	Maintained
1585	CC Cornerstone Capital Palo Alto, California	$217K	-$2.66K	1	0.05%	Reduced
1586	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$216K	$0	1	0.07%	Maintained
1587	TCB Texas Capital Bancshares Dallas, Texas	$215K	-$250K	1	0.35%	Reduced
1588	Tower Research Capital (TRC) New York	$212K	-$103K	6	0.03%	Reduced
1589	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$211K	+$211K	1	0.11%	New
1590	F Filament Seattle, Washington	$209K	+$210K	1	0.1%	New
1591	CL CIM LLC Albany, New York	$208K	+$208K	1	0.1%	New
1592	FC Forte Capital Rochester, New York	$208K	+$208K	1	0.09%	New
1593	SCM Stonehearth Capital Management Danvers, Massachusetts	$207K	+$207K	1	0.14%	New
1594	RCM Rotella Capital Management Bellevue, Washington	$206K	-$11.3K	1	0.18%	Reduced
1595	BFPW BOK Financial Private Wealth Denver, Colorado	$205K	+$199K	1	0.04%	New
1596	PGA Portland Global Advisors Portland, Maine	$205K	+$205K	1	0.11%	New
1597	CD Carl Domino West Palm Beach, Florida	$203K	+$204K	1	0.16%	New
1598	FNT First Nebraska Trust Lincoln, Nebraska	$202K	+$196K	1	0.06%	New
1599	Krilogy Financial St. Louis, Missouri	$201K	-$17.7K	1	0.19%	Reduced
1600	BWA Burt Wealth Advisors North Bethesda, Maryland	$189K	$0	2	0.15%	Maintained