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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
1301	CAL Capital Advisors Ltd Shaker Heights, Ohio	$516K	$0	1	0.29%	Maintained
1302	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$508K	$0	1	0.12%	Maintained
1303	IAM Integre Asset Management New York	$508K	-$2.21K	1	0.11%	Reduced
1304	BWP Baldwin Wealth Partners Marion, Massachusetts	$507K	+$524K	1	0.07%	New
1305	ALA Atherton Lane Advisers Menlo Park, California	$504K	+$1.65K	1	0.03%	Increased
1306	BO Bank OZK Little Rock, Arkansas	$502K	-$16.2K	1	0.19%	Reduced
1307	RC Roundview Capital Princeton, New Jersey	$502K	-$30.7K	1	0.23%	Reduced
1308	PTC Provident Trust Company Waukesha, Wisconsin	$499K	$0	1	0.03%	Maintained
1309	G Glenrock New York	$495K	$0	1	12.59%	Maintained
1310	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$493K	-$545K	1	0%	Reduced
1311	PAWC P.A.W. Capital Greenwich, Connecticut	$492K	+$557K	1	0.46%	New
1312	LFM Lumina Fund Management New York	$486K	+$501K	1	0.04%	New
1313	MAM Meeder Asset Management Dublin, Ohio	$483K	-$3.25K	1	0.07%	Reduced
1314	IH IFC Holdings Tampa, Florida	$481K	+$19.3K	1	0.09%	Increased
1315	SCM Stonebridge Capital Management Los Angeles, California	$481K	$0	1	0.18%	Maintained
1316	DAM Delta Asset Management Memphis, Tennessee	$480K	-$1.26K	2	0.1%	Reduced
1317	WTB Washington Trust Bank Spokane, Washington	$469K	-$173K	4	0.15%	Reduced
1318	SCM SOL Capital Management Rockville, Maryland	$466K	-$10.9K	1	0.19%	Reduced
1319	WFG Wills Financial Group Richmond, Virginia	$466K	+$481K	1	0.39%	New
1320	PL Parthenon LLC Louisville, Kentucky	$462K	+$226K	1	0.13%	Increased
1321	GGPS Gary Goldberg Planning Services Suffern, New York	$456K	+$63.9K	5	0.19%	Increased
1322	PCA Peddock Capital Advisors Braintree, Massachusetts	$455K	+$8.78K	1	0.37%	Increased
1323	SOAMC Spirit of America Management Corp Syosset, New York	$454K	$0	1	0.14%	Maintained
1324	Obermeyer Wealth Partners Aspen, Colorado	$453K	+$10.9K	1	0.11%	Increased
1325	ICOA Investment Centers of America Bismarck, North Dakota	$451K	+$122K	1	0.08%	Increased