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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	HL HeadInvest LLC Portland, Maine	$936K	$0	1	0.38%	Maintained
1227	FIM Freedom Investment Management Hartford, Connecticut	$935K	-$215K	2	0.16%	Reduced
1228	WSCM Wellington Shields Capital Management New York	$935K	-$81.9K	1	0.15%	Reduced
1229	MIC Meridian Investment Counsel Lafayette, California	$923K	+$2.36K	1	0.71%	Increased
1230	ICRM Insight Capital Research & Management Walnut Creek, California	$922K	-$534K	1	0.21%	Reduced
1231	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$917K	-$17.5K	2	0.84%	Reduced
1232	HRIA Haberer Registered Investment Advisor Cincinnati, Ohio	$906K	+$282K	1	0.4%	Increased
1233	CTI Community Trust & Investment Versailles, Kentucky	$904K	+$916K	1	0.14%	New
1234	LIC Lodestar Investment Counsel Chicago, Illinois	$896K	+$1.18K	1	0.27%	Increased
1235	SRC Stone Run Capital New York	$895K	+$439K	1	0.59%	Increased
1236	CD Carl Domino West Palm Beach, Florida	$885K	+$13.3K	2	0.44%	Increased
1237	OCG Opus Capital Group Cincinnati, Ohio	$884K	+$895K	1	0.06%	New
1238	PCM Perritt Capital Management Chicago, Illinois	$874K	-$101K	1	0.15%	Reduced
1239	GVT Genesee Valley Trust Pittsford, New York	$868K	-$18.8K	1	0.52%	Reduced
1240	B BancorpSouth Tupelo, Mississippi	$864K	+$24.1K	1	0.09%	Increased
1241	MCM Matarin Capital Management New York	$859K	-$405K	1	0.38%	Reduced
1242	PIP Palisades Investment Partners Santa Monica, California	$854K	-$515K	1	1.52%	Reduced
1243	Buckingham Strategic Wealth Clayton, Missouri	$850K	+$36.2K	1	0.37%	Increased
1244	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$848K	+$517K	1	0.33%	Increased
1245	FAM Formidable Asset Management Cincinnati, Ohio	$846K	$0	2	0.51%	Maintained
1246	PMG ProVise Management Group Clearwater, Florida	$845K	+$146K	1	0.18%	Increased
1247	TC TradeLink Capital Chicago, Illinois	$839K	+$270K	3	0.77%	Increased
1248	HHC Hutchin Hill Capital New York	$831K	-$676K	1	0.04%	Reduced
1249	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$827K	-$458K	1	0.59%	Reduced
1250	DMC Drexel Morgan & Co Radnor, Pennsylvania	$825K	-$9.72K	1	1%	Reduced