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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
1176	AIC Atlantic Investment Company Atlanta, Georgia	$961K	-$987K	0	–	Closed
1177	FAG Financial Advisory Group Houston, Texas	$958K	$0	1	0.53%	Maintained
1178	LWM Lyons Wealth Management Winter Park, Florida	$951K	+$34.4K	1	1.01%	Increased
1179	1832 Asset Management Toronto, Ontario, Canada	$950K	-$57.1M	1	0%	Reduced
1180	MCM Matarin Capital Management New York	$946K	$0	1	0.43%	Maintained
1181	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$946K	-$37K	5	0.6%	Reduced
1182	BFIM Beese Fulmer Investment Management Canton, Ohio	$944K	-$239K	1	0.31%	Reduced
1183	MCM Manchester Capital Management Manchester, Vermont	$937K	-$14.9K	3	0.13%	Reduced
1184	CBN Cadence Bank NA Houston, Texas	$935K	+$21.4K	1	0.5%	Increased
1185	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$935K	-$7.93K	2	0.54%	Reduced
1186	FSC Fiduciary Services Corp Savannah, Georgia	$934K	-$21.1K	1	0.34%	Reduced
1187	Eagle Global Advisors Houston, Texas	$933K	$0	2	0.02%	Maintained
1188	MLIM Mountain Lake Investment Management Boca Raton, Florida	$931K	+$357K	1	0.6%	Increased
1189	CD Carl Domino West Palm Beach, Florida	$923K	-$7.31K	2	0.5%	Reduced
1190	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$919K	-$533K	1	0.12%	Reduced
1191	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$909K	-$5.38M	1	0.12%	Reduced
1192	Crestwood Advisors Group Boston, Massachusetts	$907K	-$10.4K	1	0.14%	Reduced
1193	CIM CIM Investment Management Pittsburgh, Pennsylvania	$905K	-$42.7K	1	0.46%	Reduced
1194	HRIA Haberer Registered Investment Advisor Cincinnati, Ohio	$905K	+$78.5K	1	0.43%	Increased
1195	ECAM East Coast Asset Management Essex, Massachusetts	$901K	-$14.8K	1	0.51%	Reduced
1196	MIC Meridian Investment Counsel Lafayette, California	$894K	+$51.8K	1	0.67%	Increased
1197	HL HeadInvest LLC Portland, Maine	$892K	+$24.3K	1	0.36%	Increased
1198	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$884K	+$167K	3	0.21%	Increased
1199	GIS Guardian Investor Services New York	$880K	-$47.2K	3	0.71%	Reduced
1200	Spot Trading Chicago, Illinois	$875K	-$1.17M	2	0%	Reduced