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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
1251	CCA Cobblestone Capital Advisors Rochester, New York	$863K	-$19.6K	1	0.17%	Reduced
1252	FAM Formidable Asset Management Cincinnati, Ohio	$861K	$0	2	0.6%	Maintained
1253	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$853K	+$351K	2	0.63%	Increased
1254	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$852K	-$261K	1	0.69%	Reduced
1255	B BancorpSouth Tupelo, Mississippi	$850K	-$162K	1	0.09%	Reduced
1256	DMC Drexel Morgan & Co Radnor, Pennsylvania	$844K	+$7.97K	1	1.07%	Increased
1257	Eastern Bank Boston, Massachusetts	$843K	-$75.9K	1	0.07%	Reduced
1258	KFS KMS Financial Services Seattle, Washington	$839K	-$120K	2	0.13%	Reduced
1259	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$831K	+$9.41K	2	0.62%	Increased
1260	WIS Wright Investors Service Shelton, Connecticut	$831K	+$177K	2	0.37%	Increased
1261	NAM Nichols Asset Management Sudbury, Massachusetts	$826K	$0	1	0.19%	Maintained
1262	Buckingham Strategic Wealth Clayton, Missouri	$824K	-$1.72K	1	0.38%	Reduced
1263	Benjamin F. Edwards & Company St. Louis, Missouri	$821K	-$22.4K	5	0.23%	Reduced
1264	LA Lau Associates Greenville, Delaware	$818K	$0	1	0.73%	Maintained
1265	YMRC Yorktown Management & Research Company Forest, Virginia	$816K	+$234K	3	0.16%	Increased
1266	Calamos Wealth Management Naperville, Illinois	$808K	+$64.9K	1	0.24%	Increased
1267	Twin Tree Management Dallas, Texas	$788K	-$881K	1	0.02%	Reduced
1268	TCB Texas Capital Bancshares Dallas, Texas	$786K	+$37.8K	1	0.5%	Increased
1269	AWCI Alpine Woods Capital Investors Purchase, New York	$783K	$0	2	0.04%	Maintained
1270	WTB Washington Trust Bank Spokane, Washington	$782K	+$753K	3	0.17%	Increased
1271	CG Clinton Group New York	$775K	-$926K	1	0.29%	Reduced
1272	LWM Lyons Wealth Management Winter Park, Florida	$775K	+$160K	1	0.68%	Increased
1273	CIC Cornercap Investment Counsel Atlanta, Georgia	$769K	-$2.04M	1	0.14%	Reduced
1274	HBK Sorce Advisory Erie, Pennsylvania	$768K	+$5.89K	1	0.28%	Increased
1275	GLI Guardian Life Insurance New York	$753K	-$6.88K	3	0.07%	Reduced