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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
1376	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$302K	$0	1	0.14%	Maintained
1377	SA Strategic Advisors New York	$302K	+$41.6K	1	0.25%	Increased
1378	JIC Joel Isaacson & Co New York	$297K	+$86.6K	1	0.12%	Increased
1379	TAS TIFF Advisory Services Radnor, Pennsylvania	$295K	$0	1	0.13%	Maintained
1380	CL CIM LLC Albany, New York	$294K	-$5.69K	1	0.18%	Reduced
1381	Exencial Wealth Advisors Oklahoma City, Oklahoma	$294K	-$5.96K	1	0.14%	Reduced
1382	SC Schulhoff & Co Cincinnati, Ohio	$294K	$0	1	0.21%	Maintained
1383	Rockefeller Financial Services New York	$291K	$0	1	0.01%	Maintained
1384	LJHT Laurie J. Hall Trustee	$286K	+$2.62K	1	0.24%	Increased
1385	CFSG Community Financial Services Group Newport, Vermont	$283K	-$34.4K	1	0.16%	Reduced
1386	NA Navellier & Associates Reno, Nevada	$282K	+$34.8K	1	0.01%	Increased
1387	NES New England Securities New York	$278K	-$19.7K	5	0.14%	Reduced
1388	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$276K	+$266K	1	0.14%	New
1389	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$275K	-$228K	1	0.03%	Reduced
1390	IAM Iridian Asset Management Westport, Connecticut	$274K	$0	1	0%	Maintained
1391	ST Sentinel Trust Houston, Texas	$272K	-$146K	1	0.08%	Reduced
1392	FC Fiera Capital New York	$271K	-$359K	1	0.02%	Reduced
1393	FCM Firsthand Capital Management San Jose, California	$270K	$0	1	0.22%	Maintained
1394	RBF Capital San Francisco, California	$270K	$0	1	0.07%	Maintained
1395	LFR Lehman Financial Resources Media, Pennsylvania	$265K	$0	3	0.17%	Maintained
1396	CC Cornerstone Capital Palo Alto, California	$264K	-$16.6K	1	0.08%	Reduced
1397	OC Oarsman Capital Milwaukee, Wisconsin	$264K	+$27.5K	1	0.23%	Increased
1398	DAM Doheny Asset Management Los Angeles, California	$262K	-$27.7K	1	0.14%	Reduced
1399	LG LaFleur & Godfrey Grand Rapids, Michigan	$262K	-$16.7K	1	0.08%	Reduced
1400	Edgewood Management Greenwich, Connecticut	$259K	$0	1	0%	Maintained