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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
1351	PGIM Pacific Global Investment Management Glendale, California	$357K	+$34.7K	1	0.07%	Increased
1352	UR USCA RIA Houston, Texas	$356K	-$191K	1	0.16%	Reduced
1353	IB Intrust Bank Wichita, Kansas	$355K	-$4.45K	1	0.17%	Reduced
1354	WCM Wisconsin Capital Management Madison, Wisconsin	$350K	$0	1	0.15%	Maintained
1355	LD Lipe & Dalton Syracuse, New York	$348K	+$62.4K	1	0.25%	Increased
1356	QAM QCI Asset Management Pittsford, New York	$346K	+$3.86K	1	0.06%	Increased
1357	TRIM Thompson Rubinstein Investment Management Portland, Oregon	$345K	$0	1	0.15%	Maintained
1358	IT Independence Trust Franklin, Tennessee	$343K	+$97.8K	1	0.25%	Increased
1359	AIM Aspen Investment Management Grand Rapids, Michigan	$341K	$0	1	0.24%	Maintained
1360	MAM Marquette Asset Management Minneapolis, Minnesota	$341K	$0	1	0.16%	Maintained
1361	ICOA Investment Centers of America Bismarck, North Dakota	$339K	+$324K	1	0.07%	New
1362	AFC AFT Forsyth & Company West Palm Beach, Florida	$333K	+$265K	2	0.43%	Increased
1363	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$333K	$0	1	0.2%	Maintained
1364	CA Callahan Advisors Houston, Texas	$326K	$0	1	0.12%	Maintained
1365	SRC Shufro Rose & Co New York	$323K	-$229K	1	0.04%	Reduced
1366	VF Virtu Financial New York	$323K	+$311K	1	0.03%	New
1367	Conestoga Capital Advisors Wayne, Pennsylvania	$322K	$0	1	0.03%	Maintained
1368	F.L. Putnam Investment Management Lynnfield, Massachusetts	$322K	+$131	1	0.04%	Increased
1369	CP Coho Partners Berwyn, Pennsylvania	$317K	$0	1	0.03%	Maintained
1370	FC Fayerweather Charles	$317K	+$5.24K	1	1.28%	Increased
1371	KBG Kahn Brothers Group New York	$314K	-$18K	1	0.05%	Reduced
1372	CM Capital Management Glen Allen, Virginia	$313K	+$302K	1	0.12%	New
1373	FIAS FinTrust Investment Advisory Services Greenville, South Carolina	$313K	-$46.8K	1	0.64%	Reduced
1374	TCI Wealth Advisors Tucson, Arizona	$310K	+$48.9K	2	0.24%	Increased
1375	MCM Maryland Capital Management Towson, Maryland	$307K	+$296K	1	0.05%	New