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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	SCA Stonebridge Capital Advisors St Paul, Minnesota	$333K	+$31.1K	1	0.08%	Increased
1702	FNB Farmers National Bank Danville, Kentucky	$332K	+$592	1	0.2%	Increased
1703	FNT First Nebraska Trust Lincoln, Nebraska	$330K	$0	1	0.07%	Maintained
1704	AFA Abacus FCF Advisors Orlando, Florida	$328K	-$213K	1	1.02%	Reduced
1705	BHTS Bar Harbor Trust Services Ellsworth, Maine	$326K	$0	1	0.17%	Maintained
1706	BWM Baystate Wealth Management Boston, Massachusetts	$326K	+$51.2K	2	0.05%	Increased
1707	Global Retirement Partners San Rafael, California	$325K	+$57.3K	4	0.13%	Increased
1708	SOAMC Spirit of America Management Corp Syosset, New York	$325K	$0	1	0.03%	Maintained
1709	Chilton Capital Management Houston, Texas	$321K	+$121K	1	0.03%	Increased
1710	ICM IMS Capital Management Portland, Oregon	$321K	-$52.8K	1	0.21%	Reduced
1711	Penserra Capital Management Orinda, California	$319K	+$324K	1	0.08%	New
1712	SCM Salem Capital Management Woburn, Massachusetts	$314K	$0	1	0.16%	Maintained
1713	SLA Silver Lake Advisory Cottonwood Heights, Utah	$314K	+$814	1	0.24%	Increased
1714	SCM Sterneck Capital Management Kansas City, Missouri	$313K	-$3.12K	1	0.18%	Reduced
1715	WCM Windsor Capital Management Phoenix, Arizona	$312K	$0	1	0.16%	Maintained
1716	AIM Advantage Investment Management Cedar Rapids, Iowa	$309K	+$87.8K	2	0.1%	Increased
1717	LCG Lisanti Capital Growth New York	$307K	+$236K	1	0.19%	New
1718	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$306K	+$23.5K	1	0.14%	Increased
1719	IWMA Ironwood Wealth Management (Arizona) Chandler, Arizona	$305K	+$309K	1	0.29%	New
1720	TCB Texas Capital Bancshares Dallas, Texas	$305K	+$278K	1	0.68%	New
1721	MIM Midwest Investment Management Cleveland, Ohio	$304K	$0	1	0.25%	Maintained
1722	MUS Mitsubishi UFJ Securities Tokyo, Japan	$304K	+$35K	2	1.45%	Increased
1723	WCM Weatherstone Capital Management Denver, Colorado	$303K	+$9.62K	1	0.21%	Increased
1724	FFA First Foundation Advisors Irvine, California	$302K	-$159K	1	0.02%	Reduced
1725	GBT Grove Bank & Trust Miami, Florida	$302K	-$18.8K	2	0.15%	Reduced