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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
1676	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$267K	$0	1	0.13%	Maintained
1677	E. Ohman J:or Asset Management Stockholm, Sweden	$266K	$0	1	0.04%	Maintained
1678	CPP Crow Point Partners Boston, Massachusetts	$265K	+$95.3K	1	0.04%	Increased
1679	PHK Point72 Hong Kong Hong Kong	$264K	-$652K	2	0.26%	Reduced
1680	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$264K	+$133	1	0.41%	Increased
1681	HCM Harvey Capital Management Palm Beach, Florida	$263K	$0	1	0.12%	Maintained
1682	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$263K	+$263K	1	0.07%	New
1683	SSI Scott & Selber Inc Houston, Texas	$263K	$0	1	0.17%	Maintained
1684	DOA D'Orazio & Associates Falls Church, Virginia	$262K	$0	1	0.1%	Maintained
1685	BCA Benchmark Capital Advisors New York	$259K	+$50.6K	1	0.21%	Increased
1686	HA Harbor Advisors West Palm Beach, Florida	$256K	+$237K	1	0.12%	New
1687	ZDA Zweig-DiMenna Associates New York	$256K	+$247K	1	0.02%	New
1688	Dodge & Cox San Francisco, California	$254K	$0	1	0%	Maintained
1689	Exencial Wealth Advisors Oklahoma City, Oklahoma	$254K	+$9.35K	1	0.11%	Increased
1690	CHP Cable Hill Partners Portland, Oregon	$253K	-$39K	2	0.11%	Reduced
1691	HS Horan Securities Cincinnati, United States	$253K	$0	1	0.31%	Maintained
1692	SLG Stanley-Laman Group Berwyn, Pennsylvania	$253K	+$6.97K	1	0.08%	Increased
1693	AWM AllSquare Wealth Management Albany, New York	$252K	$0	1	0.23%	Maintained
1694	CWM Cedar Wealth Management Walnut Creek, California	$252K	$0	1	0.17%	Maintained
1695	CL CSS LLC Chicago, Illinois	$252K	-$119K	1	0.01%	Reduced
1696	SEC Seven Eight Capital New York	$252K	-$3.73M	2	0.05%	Reduced
1697	AAM American Asset Management Boca Raton, Florida	$251K	+$242K	1	0.28%	New
1698	Chilton Capital Management Houston, Texas	$251K	-$475K	1	0.03%	Reduced
1699	HHGA Halbert Hargrove Global Advisors Long Beach, California	$250K	+$240K	1	0.07%	New
1700	SIM SSI Investment Management Los Angeles, California	$250K	-$398	1	0.02%	Reduced