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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
1326	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$295K	+$303K	1	0.05%	New
1327	AIM Aspen Investment Management Grand Rapids, Michigan	$294K	+$297K	1	0.2%	New
1328	MAM Marquette Asset Management Minneapolis, Minnesota	$294K	+$297K	1	0.14%	New
1329	HBK Investments Dallas, Texas	$293K	+$252K	1	0%	New
1330	CCM Compass Capital Management Minneapolis, Minnesota	$292K	+$274K	1	0.07%	New
1331	LCM Logan Capital Management Newtown Square, Pennsylvania	$289K	+$360K	1	0.02%	New
1332	EMG Ellington Management Group Old Greenwich, Connecticut	$288K	+$291K	1	0.05%	New
1333	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$287K	+$290K	1	0.17%	New
1334	PWPCM Perella Weinberg Partners Capital Management New York	$285K	+$288K	1	0.02%	New
1335	CA Callahan Advisors Houston, Texas	$281K	+$284K	1	0.11%	New
1336	IAM Iridian Asset Management Westport, Connecticut	$281K	+$296K	1	0%	New
1337	NYLT New York Life Trust New York	$281K	+$275K	2	1.29%	New
1338	F.L. Putnam Investment Management Lynnfield, Massachusetts	$278K	+$281K	1	0.04%	New
1339	Conestoga Capital Advisors Wayne, Pennsylvania	$277K	+$280K	1	0.03%	New
1340	PGIM Pacific Global Investment Management Glendale, California	$277K	+$280K	1	0.05%	New
1341	CFSG Community Financial Services Group Newport, Vermont	$275K	+$278K	1	0.16%	New
1342	CP Coho Partners Berwyn, Pennsylvania	$274K	+$276K	1	0.03%	New
1343	HPCM High Pointe Capital Management Chicago, Illinois	$274K	+$258K	1	0.12%	New
1344	DMC Drexel Morgan & Co Radnor, Pennsylvania	$272K	+$275K	1	0.45%	New
1345	SCIA Sanibel Captiva Investment Advisers Chicago, Illinois	$271K	+$274K	1	0.26%	New
1346	FC Fayerweather Charles	$268K	+$271K	1	1.2%	New
1347	STI Susquehanna Trust & Investment Lititz, Pennsylvania	$262K	+$265K	1	0.06%	New
1348	First Horizon Advisors Memphis, Tennessee	$260K	+$259K	4	0.13%	New
1349	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$260K	+$263K	1	0.13%	New
1350	CL CIM LLC Albany, New York	$259K	+$262K	1	0.17%	New