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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	BA BKS Advisors Southfield, Michigan	$280K	$0	1	0.14%	Maintained
1577	SLA Silver Lake Advisory Cottonwood Heights, Utah	$279K	+$704	1	0.21%	Increased
1578	SCM Salem Capital Management Woburn, Massachusetts	$277K	-$11.7K	1	0.16%	Reduced
1579	VNA VNBTrust National Association Charlottesville, Virginia	$276K	$0	1	0.16%	Maintained
1580	FNB Farmers National Bank Danville, Kentucky	$273K	$0	1	0.16%	Maintained
1581	CFSG Community Financial Services Group Newport, Vermont	$272K	+$47.3K	1	0.13%	Increased
1582	FFA First Foundation Advisors Irvine, California	$272K	-$282K	1	0.02%	Reduced
1583	PL Parthenon LLC Louisville, Kentucky	$272K	$0	1	0.07%	Maintained
1584	GWS Glassman Wealth Services Vienna, Virginia	$271K	$0	2	0.23%	Maintained
1585	PGIM Pacific Global Investment Management Glendale, California	$271K	-$40.3K	1	0.06%	Reduced
1586	Horizon Investments Charlotte, North Carolina	$269K	+$255K	1	0.02%	New
1587	RHFI Reilly Herbert Faulkner III	$269K	$0	1	0.2%	Maintained
1588	Analytic Investors Los Angeles, California	$268K	-$5.73M	1	0%	Reduced
1589	SCP Syntal Capital Partners Midland, Texas	$268K	-$19.8K	1	0.32%	Reduced
1590	BC Banced Corp Edwardsville, Illinois	$267K	+$342K	1	0.5%	New
1591	WCM Westend Capital Management Sausalito, California	$265K	+$263K	1	0.38%	New
1592	VF Virtu Financial New York	$262K	-$282K	1	0.03%	Reduced
1593	JCM Jag Capital Management St Louis, Missouri	$261K	+$248K	1	0.06%	New
1594	LJAC L.J. Altfest & Co New York	$260K	+$128	1	0.18%	Increased
1595	GAAM Guinness Atkinson Asset Management Pasadena, California	$257K	-$81.4K	1	0.16%	Reduced
1596	MIM Midwest Investment Management Cleveland, Ohio	$257K	+$30.5K	1	0.21%	Increased
1597	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$257K	+$128	1	0.32%	Increased
1598	BCM Bourgeon Capital Management Darien, Connecticut	$256K	$0	1	0.17%	Maintained
1599	Mariner Independent Advisor Network Overland Park, Kansas	$256K	-$1.74K	1	0.05%	Reduced
1600	DOA D'Orazio & Associates Falls Church, Virginia	$254K	$0	1	0.1%	Maintained