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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
1701	OCM Orser Capital Management Southlake, Texas	$2.74M	+$3.02M	2	1.36%	New
1702	Boston Trust Walden Boston, Massachusetts	$2.73M	-$16.9K	3	0.02%	Reduced
1703	SNPAM St. Nicholas Private Asset Management Jacksonville, Florida	$2.72M	$0	1	2.37%	Maintained
1704	CT Colonial Trust Spartanburg, South Carolina	$2.72M	-$64.1K	5	0.34%	Reduced
1705	JIR James Investment Research Alpha, Ohio	$2.72M	+$155K	2	0.28%	Increased
1706	GIM Generali Investments Management Ljubljana, Slovenia	$2.72M	$0	1	0.59%	Maintained
1707	FIM Fruth Investment Management Houston, Texas	$2.72M	-$237K	2	0.65%	Reduced
1708	TIAA Trust, National Association Charlotte, North Carolina	$2.71M	-$935K	4	0.16%	Reduced
1709	VIM Vista Investment Management Pittsburgh, Pennsylvania	$2.71M	-$21.3K	2	0.81%	Reduced
1710	CA Claro Advisors Boston, Massachusetts	$2.7M	-$9.69K	2	0.28%	Reduced
1711	GH GAM Holding Zurich, Switzerland	$2.7M	+$1.65M	2	0.21%	Increased
1712	IAS Investment Advisory Services The Woodlands, Texas	$2.69M	-$7.52K	2	0.78%	Reduced
1713	CWP Core Wealth Partners Santa Rosa, California	$2.69M	+$11.5K	2	1.15%	Increased
1714	V VeraBank Henderson, Texas	$2.69M	-$14.5K	1	0.45%	Reduced
1715	HFAS Hummer Financial Advisory Services Chicago, Illinois	$2.69M	+$22.4K	3	1.77%	Increased
1716	HCC Hatch Cove Capital Chicago, Illinois	$2.69M	+$3.54M	1	1.19%	New
1717	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$2.68M	+$52.3K	2	0.38%	Increased
1718	IF Intrua Financial Houston, Texas	$2.68M	+$349K	4	0.25%	Increased
1719	RCM RMR Capital Management Tustin, California	$2.68M	$0	2	1.85%	Maintained
1720	MPA Marvin & Palmer Associates Wilmington, Delaware	$2.68M	-$3.49M	1	1.69%	Reduced
1721	HH HWG Holdings Houston, Texas	$2.68M	-$13.2M	1	0.61%	Reduced
1722	BDWCC B&D White Capital Company Lakeway, Texas	$2.68M	+$2.87M	3	0.27%	New
1723	GAMC Garner Asset Management Corp Plano, Texas	$2.67M	+$1.46M	3	0.87%	Increased
1724	VST Van Strum & Towne San Francisco, California	$2.67M	-$68.8K	1	0.73%	Reduced
1725	KIM Kurv Investment Management San Francisco, California	$2.66M	+$2.57M	1	1.6%	New