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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	TC Trust Company Manhattan, Kansas	$286K	-$116K	2	0.13%	Reduced
1677	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$285K	-$7.27K	4	0.18%	Reduced
1678	BCM Bourgeon Capital Management Darien, Connecticut	$285K	$0	1	0.18%	Maintained
1679	FHC First Heartland Consultants Lake St. Louis, Missouri	$285K	$0	1	0.08%	Maintained
1680	LJAC L.J. Altfest & Co New York	$282K	+$70	1	0.11%	Increased
1681	MUS Mitsubishi UFJ Securities Tokyo, Japan	$282K	+$154K	3	1.52%	Increased
1682	HA Heartland Advisors Milwaukee, Wisconsin	$280K	-$211K	1	0.02%	Reduced
1683	JCM Jag Capital Management St Louis, Missouri	$280K	$0	1	0.06%	Maintained
1684	Aspiriant LLC Los Angeles, California	$279K	+$277K	1	0.02%	New
1685	BWM BigSur Wealth Management Miami, Florida	$278K	+$48.8K	1	0.3%	Increased
1686	Marshall Wace London, United Kingdom	$277K	-$55.1M	1	0.01%	Reduced
1687	PTC Petrus Trust Company Dallas, Texas	$277K	+$252K	1	0.06%	New
1688	SGS Sterling Global Strategies Carlsbad, California	$277K	+$277K	1	1.34%	New
1689	SCA Salient Capital Advisors Houston, Texas	$276K	-$250K	1	0%	Reduced
1690	CA Continuum Advisory Eagle, Idaho	$275K	+$274K	1	0.33%	New
1691	Wolverine Trading Chicago, Illinois	$274K	-$1.54M	1	0%	Reduced
1692	FNT First Nebraska Trust Lincoln, Nebraska	$273K	$0	1	0.06%	Maintained
1693	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$273K	$0	1	0.13%	Maintained
1694	BCA Benchmark Capital Advisors New York	$272K	$0	1	0.21%	Maintained
1695	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$272K	-$116K	1	0.03%	Reduced
1696	JCM Jacobi Capital Management Pittston, Pennsylvania	$271K	+$138K	2	0.14%	Increased
1697	GBT Grove Bank & Trust Miami, Florida	$270K	-$22.3K	2	0.22%	Reduced
1698	AWM AllSquare Wealth Management Albany, New York	$269K	+$10.7K	2	0.24%	Increased
1699	HCM Harvey Capital Management Palm Beach, Florida	$269K	$0	1	0.12%	Maintained
1700	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$269K	+$269K	1	0.18%	New