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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
2126	PO Private Ocean San Rafael, California	$160K	+$81.8K	3	0.04%	Increased
2127	DA Denali Advisors San Diego, California	$159K	+$173K	1	0.02%	New
2128	CB CNB Bank Clearfield, Pennsylvania	$151K	+$18.7K	2	0.13%	Increased
2129	TIM Tortoise Investment Management White Plains, New York	$150K	$0	3	0.04%	Maintained
2130	RP Rowlandmiller & Partners Atlanta, Georgia	$148K	$0	1	0.05%	Maintained
2131	APC Aspire Private Capital Cornelius, North Carolina	$147K	+$12.5K	1	0.07%	Increased
2132	EWM Executive Wealth Management Brighton, Michigan	$146K	-$836	3	0.02%	Reduced
2133	CA Centerpoint Advisors Needham, Massachusetts	$145K	$0	2	0.12%	Maintained
2134	CPA Cowen Prime Advisors New York	$145K	$0	1	0.07%	Maintained
2135	Ossiam Paris, France	$144K	-$95K	1	0.01%	Reduced
2136	AA AlphaMark Advisors Ft. Wright, Kentucky	$143K	+$26.6K	3	0.06%	Increased
2137	MCF Advisors Covington, Kentucky	$141K	$0	3	0.02%	Maintained
2138	Destination Wealth Management Walnut Creek, California	$139K	-$72.2K	3	0.01%	Reduced
2139	PVH Psagot Value Holdings Tel Aviv, Israel	$138K	-$123K	2	0.01%	Reduced
2140	FA Financial Advantage Columbia, Maryland	$130K	$0	1	0.09%	Maintained
2141	FA Fortis Advisors Wayne, Pennsylvania	$130K	$0	1	0.06%	Maintained
2142	MS Mizuho Securities Tokyo, Japan	$129K	+$89.4K	1	0.17%	Increased
2143	CQS Credential Qtrade Securities Vancouver,	$129K	-$8.42K	2	0.02%	Reduced
2144	VCM Versant Capital Management Phoenix, Arizona	$125K	-$63.6K	8	0.06%	Reduced
2145	TI Truehand Inc Strafford, New Hampshire	$124K	$0	1	0.09%	Maintained
2146	SMG Spectrum Management Group Indianapolis, Indiana	$120K	-$42K	2	0.03%	Reduced
2147	KFS Kelly Financial Services Braintree, Massachusetts	$120K	-$15.7K	2	0.11%	Reduced
2148	Erste Asset Management Vienna, Austria	$118K	$0	1	0.01%	Maintained
2149	TF TimeScale Financial Danvers, Massachusetts	$116K	+$118K	2	0.04%	New
2150	CAC Certified Advisory Corp Altamonte Springs, Florida	$111K	+$167	2	0.04%	Increased