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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
726	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$4.42M	$0	1	1.22%	Maintained
727	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$4.41M	+$278K	1	1.3%	Increased
728	United Capital Financial Advisors Irving, Texas	$4.41M	-$7.5M	2	0.14%	Reduced
729	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$4.33M	-$95.3K	1	3.21%	Reduced
730	TCM Tran Capital Management San Rafael, California	$4.33M	+$230K	1	0.09%	Increased
731	CCC Cincinnati Casualty Company Fairfield, Ohio	$4.31M	$0	1	5.22%	Maintained
732	WC Wexford Capital West Palm Beach, Florida	$4.31M	+$4.16M	1	0.36%	New
733	FA FMA Advisory Harrisburg, Pennsylvania	$4.29M	-$20.9K	1	1.71%	Reduced
734	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$4.28M	+$24.1K	1	1.49%	Increased
735	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$4.28M	+$124K	4	1.3%	Increased
736	Meag Munich Ergo Munich, Germany	$4.26M	-$418K	1	0.3%	Reduced
737	RJA Robshaw & Julian Associates Williamsville, New York	$4.25M	-$824K	1	3.62%	Reduced
738	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$4.25M	+$4.1M	3	0.81%	New
739	LC Lilley & Co Tecumseh, Michigan	$4.25M	-$73.9K	1	2.23%	Reduced
740	CIM CenturyLink Investment Management Denver, Colorado	$4.25M	-$878K	3	1.29%	Reduced
741	SCM Salem Capital Management Woburn, Massachusetts	$4.24M	-$62.4K	1	1.95%	Reduced
742	GA Glenhill Advisors New York	$4.23M	+$4.08M	1	0.42%	New
743	Spot Trading Chicago, Illinois	$4.23M	+$263K	6	0.03%	Increased
744	Truist Financial Charlotte, North Carolina	$4.21M	-$467K	2	0.15%	Reduced
745	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$4.21M	+$139K	1	1.57%	Increased
746	MSU Maple Securities USA Jersey City, New Jersey	$4.2M	-$1.4M	1	0.33%	Reduced
747	First National Trust Hermitage, Pennsylvania	$4.18M	+$178K	1	0.82%	Increased
748	NCM Narwhal Capital Management Marietta, Georgia	$4.18M	+$93K	2	2%	Increased
749	RIG Renaissance Investment Group Lenox, Massachusetts	$4.18M	-$31.7K	1	2.32%	Reduced
750	WCM Investment Management Laguna Beach, California	$4.18M	+$254K	1	0.22%	Increased