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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	PAIA Park Avenue Institutional Advisers New York	$757K	-$12.8K	3	0.67%	Reduced
1252	EDRPMB Edmond de Rothschild Private Merchant Banking London, United Kingdom	$756K	+$831K	1	0.46%	New
1253	RIM Regent Investment Management Louisville, Kentucky	$756K	-$4.92K	1	0.42%	Reduced
1254	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	$755K	-$29.3K	1	0.49%	Reduced
1255	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$754K	-$21.9K	3	0.54%	Reduced
1256	MCM Manchester Capital Management Manchester, Vermont	$749K	$0	2	0.13%	Maintained
1257	FC Fayerweather Charles	$748K	+$93K	1	2.03%	Increased
1258	HL HeadInvest LLC Portland, Maine	$741K	$0	1	0.3%	Maintained
1259	VIM Veritas Investment Management London, United Kingdom	$737K	-$162K	1	0.19%	Reduced
1260	ECAM East Coast Asset Management Essex, Massachusetts	$733K	-$16.4K	1	0.46%	Reduced
1261	LPT Legacy Private Trust Neenah, Wisconsin	$733K	-$776K	2	0.12%	Reduced
1262	POA Pergamon Offshore Advisors New York	$733K	$0	1	0.8%	Maintained
1263	Boothbay Fund Management New York	$729K	+$317K	3	0.35%	Increased
1264	EML Eos Management LP New York	$726K	$0	1	0.42%	Maintained
1265	AHC Anderson Hoagland & Co St Louis, Missouri	$718K	$0	1	0.46%	Maintained
1266	RQS Ramsey Quantitative Systems Louisville, Kentucky	$713K	+$897K	1	0.84%	New
1267	Walleye Trading New York	$713K	-$2.51M	2	0.01%	Reduced
1268	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$712K	+$250K	1	0.33%	Increased
1269	LA Lau Associates Greenville, Delaware	$712K	+$156K	1	0.84%	Increased
1270	LCS Levin Capital Strategies New York	$712K	$0	2	0.01%	Maintained
1271	LFM Lumina Fund Management New York	$712K	+$783K	1	0.05%	New
1272	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$701K	+$19.5K	3	0.42%	Increased
1273	GC Garde Capital Seattle, Washington	$698K	$0	1	0.22%	Maintained
1274	MC Mathes Company New York	$698K	+$501K	1	0.46%	Increased
1275	WA WFG Advisors Dallas, Texas	$695K	+$345K	5	0.22%	Increased