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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
3176	GIM Groesbeck Investment Management Paramus, New Jersey	$483K	$0	1	0.94%	Maintained
3177	SCA Strathmore Capital Advisors Charlotte, North Carolina	$482K	+$24.7K	1	0.14%	Increased
3178	MAA Mraz Amerine & Associates Modesto, California	$481K	$0	1	0.07%	Maintained
3179	SC Saiph Capital Wyckoff, New Jersey	$480K	$0	1	0.18%	Maintained
3180	EIA Eldridge Investment Advisors Manchester, New Hampshire	$480K	$0	1	0.11%	Maintained
3181	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$480K	+$596	3	0.16%	Increased
3182	DFS Demming Financial Services Aurora, Ohio	$479K	+$494K	1	0.35%	New
3183	CFGW Chancellor Financial Group WB Wilkes-Barre, Pennsylvania	$479K	+$1.39K	1	0.34%	Increased
3184	BCM Buckhead Capital Management Atlanta, Georgia	$476K	$0	1	0.18%	Maintained
3185	BWM Birchcreek Wealth Management Miami Township, Ohio	$476K	+$235K	2	0.23%	Increased
3186	AGP Autumn Glory Partners Dallas, Texas	$475K	-$2.08M	1	0.17%	Reduced
3187	BFA Brown Financial Advisors Milford, Ohio	$474K	-$20.9K	1	0.18%	Reduced
3188	Royce & Associates New York	$474K	-$9.6M	1	0%	Reduced
3189	Strategic Financial Services Utica, New York	$473K	$0	1	0.02%	Maintained
3190	Gibraltar Capital Management Tulsa, Oklahoma	$472K	+$1.59K	1	0.08%	Increased
3191	BC Barrett & Company Providence, Rhode Island	$471K	+$699	4	0.16%	Increased
3192	MCM Magnolia Capital Management Cold Spring, New York	$471K	+$218K	1	0.32%	Increased
3193	UAML US Asset Management LLC Pittsburgh, Pennsylvania	$470K	-$5.17K	1	0.41%	Reduced
3194	RWPA Richard W. Paul & Associates Novi, Michigan	$470K	-$18.2K	1	0.16%	Reduced
3195	Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$469K	$0	1	0.04%	Maintained
3196	AI AXS Investments Port Chester, New York	$469K	-$69.2K	1	0.19%	Reduced
3197	SPWM Smith Partners Wealth Management Greensboro, North Carolina	$469K	$0	1	0.42%	Maintained
3198	Parthenon LLC Louisville, Kentucky	$468K	$0	1	0.05%	Maintained
3199	Gratus Wealth Advisors Virginia Beach, Virginia	$468K	+$250K	2	0.07%	Increased
3200	P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$467K	$0	1	0.08%	Maintained