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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	SCM Stevens Capital Management Radnor, Pennsylvania	$247K	+$273K	1	0.09%	New
2127	TCOT Trust Company of Toledo Holland, Ohio	$247K	-$3.4M	1	0.06%	Reduced
2128	TFS TrustCore Financial Services Brentwood, Tennessee	$247K	-$61.9K	3	0.04%	Reduced
2129	CG Corundum Group Colorado Springs, Colorado	$246K	-$74.1K	1	0.3%	Reduced
2130	JCM Jag Capital Management St Louis, Missouri	$246K	$0	1	0.03%	Maintained
2131	EVC Eidelman Virant Capital Saint Louis, Missouri	$245K	+$257K	1	0.17%	New
2132	RT Rockland Trust Hanover, Massachusetts	$243K	-$9.95M	1	0.02%	Reduced
2133	IC Intersect Capital San Ramon, California	$241K	-$255K	1	0.08%	Reduced
2134	CRCM Corbett Road Capital Management Mclean, Virginia	$240K	+$266K	1	0.23%	New
2135	AC Addison Capital Conshohocken, Pennsylvania	$239K	+$242K	1	0.18%	New
2136	PC Permanens Capital New York	$239K	+$213K	1	0.09%	Increased
2137	VCM Versant Capital Management Phoenix, Arizona	$238K	+$116K	6	0.11%	Increased
2138	OL Optas LLC Austin, Texas	$236K	-$67.1K	1	0.1%	Reduced
2139	MPM Meritage Portfolio Management Overland Park, Kansas	$235K	$0	1	0.02%	Maintained
2140	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$235K	-$1.55M	1	0.05%	Reduced
2141	Candriam SCA Strassen, Luxembourg, Luxembourg	$234K	-$6.49M	1	0%	Reduced
2142	FAM Flaharty Asset Management Clearwater, Florida	$233K	+$236K	1	0.08%	New
2143	AIM Avity Investment Management Greenwich, Connecticut	$232K	-$83.5K	1	0.03%	Reduced
2144	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$232K	-$1.33M	1	0.08%	Reduced
2145	CRWM Castle Rock Wealth Management Walnut Creek, California	$231K	+$233K	1	0.14%	New
2146	Harvest Fund Management Beijing, China	$231K	-$328K	3	0.02%	Reduced
2147	CHP Cable Hill Partners Portland, Oregon	$230K	+$233K	1	0.08%	New
2148	BOM Bank of Marin Novato, California	$229K	-$557K	1	0.26%	Reduced
2149	FFIC First Fiduciary Investment Counsel Cleveland, Ohio	$229K	+$232K	1	0.04%	New
2150	PCP Proficio Capital Partners Newton, Massachusetts	$228K	-$10.4K	1	0.05%	Reduced