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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	FAM Formidable Asset Management Cincinnati, Ohio	$774K	-$5.21K	2	0.51%	Reduced
1227	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$774K	+$22.4K	2	0.52%	Increased
1228	FCB First Citizens Bancorporation Columbia, South Carolina	$772K	-$588K	1	0.56%	Reduced
1229	DBIA Dumont & Blake Investment Advisors Princeton, New Jersey	$752K	-$527K	1	0.39%	Reduced
1230	Guardian Capital (Canada) Toronto, Ontario, Canada	$747K	-$99.2K	1	0.01%	Reduced
1231	NAM Nichols Asset Management Sudbury, Massachusetts	$746K	$0	1	0.15%	Maintained
1232	CCA Cobblestone Capital Advisors Rochester, New York	$743K	$0	1	0.14%	Maintained
1233	EP Wealth Advisors Torrance, California	$736K	+$114K	2	0.12%	Increased
1234	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$734K	+$740K	3	0.43%	New
1235	CK Carnick & Kubik Colorado Springs, Colorado	$734K	+$11.8K	1	0.68%	Increased
1236	HT HighTower Trust Houston, Texas	$734K	-$217K	1	0.11%	Reduced
1237	CBU CIBC Bank USA Chicago, Illinois	$730K	-$148K	1	0.15%	Reduced
1238	Tower Research Capital (TRC) New York	$727K	+$223K	9	0.08%	Increased
1239	BO BRR OpCo Columbus, Ohio	$723K	+$512K	1	0.3%	Increased
1240	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$714K	-$121K	2	0.2%	Reduced
1241	NERM New England Research & Management Chicago, Illinois	$714K	+$439K	1	0.62%	Increased
1242	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$714K	$0	2	0.48%	Maintained
1243	LA Lau Associates Greenville, Delaware	$708K	-$32.6K	1	0.65%	Reduced
1244	GLI Guardian Life Insurance New York	$707K	+$924	3	0.07%	Increased
1245	HBK Sorce Advisory Erie, Pennsylvania	$698K	-$11.1K	1	0.25%	Reduced
1246	HCM Hutchinson Capital Management San Rafael, California	$695K	-$694K	1	0.2%	Reduced
1247	STI Susquehanna Trust & Investment Lititz, Pennsylvania	$693K	+$32.2K	1	0.15%	Increased
1248	DBT Dubuque Bank & Trust Dubuque, Iowa	$690K	-$72.1K	3	0.11%	Reduced
1249	DIA Denver Investment Advisors Denver, Colorado	$689K	$0	2	0.02%	Maintained
1250	YMRC Yorktown Management & Research Company Forest, Virginia	$688K	-$79.3K	3	0.13%	Reduced