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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
1226	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$993K	-$8.86K	2	0.6%	Reduced
1227	Crestwood Advisors Group Boston, Massachusetts	$989K	+$211K	1	0.16%	Increased
1228	EMG Ellington Management Group Old Greenwich, Connecticut	$985K	-$186K	2	0.29%	Reduced
1229	TAM Telluride Asset Management Wayzata, Minnesota	$983K	+$950K	2	0.82%	New
1230	Eagle Global Advisors Houston, Texas	$977K	-$89.6K	2	0.03%	Reduced
1231	Brighton Jones LLC Seattle, Washington	$973K	-$9.05K	1	0.23%	Reduced
1232	SGC South Georgia Capital Naperville, Illinois	$970K	-$194K	1	0.83%	Reduced
1233	VF Virtu Financial New York	$958K	+$932K	2	0.13%	New
1234	EML Eos Management LP New York	$953K	$0	1	0.66%	Maintained
1235	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$949K	+$2.67K	2	0.93%	Increased
1236	HL HeadInvest LLC Portland, Maine	$948K	-$39.9K	1	0.41%	Reduced
1237	RH Rayner & Haynor Mill Valley, California	$945K	-$21.4K	1	0.74%	Reduced
1238	PCM Perritt Capital Management Chicago, Illinois	$942K	+$193K	1	0.15%	Increased
1239	MIC Meridian Investment Counsel Lafayette, California	$932K	$0	1	0.79%	Maintained
1240	RT Reliance Trust Atlanta, Georgia	$912K	-$504K	2	0.89%	Reduced
1241	NAM NorthCoast Asset Management Greenwich, Connecticut	$908K	$0	1	0.06%	Maintained
1242	LIC Lodestar Investment Counsel Chicago, Illinois	$905K	+$429K	1	0.28%	Increased
1243	CBU CIBC Bank USA Chicago, Illinois	$898K	+$29.1K	1	0.19%	Increased
1244	GVT Genesee Valley Trust Pittsford, New York	$898K	-$176K	1	0.57%	Reduced
1245	PAM Princeton Alpha Management Princeton Junction, New Jersey	$896K	+$875K	2	0.28%	New
1246	CD Carl Domino West Palm Beach, Florida	$895K	-$15.2K	2	0.47%	Reduced
1247	WKA Wilson Kemp & Associates Birmingham, Michigan	$888K	-$26.7K	1	2.31%	Reduced
1248	BC Banced Corp Edwardsville, Illinois	$887K	-$386K	2	0.92%	Reduced
1249	Tower Research Capital (TRC) New York	$887K	-$1.74M	8	0.11%	Reduced
1250	BB Bell Bank Fargo, North Dakota	$864K	-$320K	1	0.58%	Reduced