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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
1626	CIC Cornercap Investment Counsel Atlanta, Georgia	$215K	-$434K	1	0.04%	Reduced
1627	BAM Banta Asset Management Newport Beach, California	$213K	$0	1	0.47%	Maintained
1628	BW Bison Wealth Atlanta, Georgia	$213K	+$216K	1	0.13%	New
1629	Pacer Advisors Malvern, Pennsylvania	$212K	+$215K	1	0.44%	New
1630	CF CNA Financial Chicago, Illinois	$211K	+$53.4K	1	0.05%	Increased
1631	NSIM North Star Investment Management Chicago, Illinois	$211K	+$448	2	0.04%	Increased
1632	PWM Patriot Wealth Management Houston, Texas	$211K	+$214K	1	0.05%	New
1633	SHJ Sharkey, Howes & Javer Denver, Colorado	$211K	+$214K	1	0.14%	New
1634	LD Lipe & Dalton Syracuse, New York	$210K	-$11.9K	1	0.14%	Reduced
1635	NPF Norris Perne & French Grand Rapids, Michigan	$210K	+$199K	1	0.04%	New
1636	CCM Compass Capital Management Minneapolis, Minnesota	$209K	-$21.4K	1	0.04%	Reduced
1637	FI FormulaFolio Investments Grand Rapids, Michigan	$208K	-$238K	1	0.06%	Reduced
1638	TCM Telos Capital Management San Diego, California	$207K	+$209K	1	0.12%	New
1639	CM Capital Management Glen Allen, Virginia	$206K	+$208K	1	0.07%	New
1640	FBT First Bankers Trust Louisville, Kentucky	$205K	+$208K	1	0.09%	New
1641	FRM Foundation Resource Management Little Rock, Arkansas	$205K	$0	1	0.03%	Maintained
1642	HSA Hussman Strategic Advisors Ellicott City, Maryland	$205K	$0	1	0.02%	Maintained
1643	BWA Burt Wealth Advisors North Bethesda, Maryland	$203K	$0	2	0.21%	Maintained
1644	EM Excalibur Management Waltham, Massachusetts	$203K	+$206K	1	0.2%	New
1645	SCG Sonata Capital Group Seattle, Washington	$202K	+$205K	1	0.18%	New
1646	SCM Stonehearth Capital Management Danvers, Massachusetts	$202K	+$205K	1	0.13%	New
1647	YP Yellowstone Partners Idaho Falls, Idaho	$202K	-$54.8K	1	0.1%	Reduced
1648	HF Hoxton Financial Shepherdstown, West Virginia	$201K	$0	2	0.09%	Maintained
1649	PGA Portland Global Advisors Portland, Maine	$201K	+$203K	1	0.1%	New
1650	SCA Strategic Capital Alternatives Gig Harbor, United States	$201K	+$199K	2	0.05%	New