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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	VFS VSR Financial Services Overland Park, Kansas	$361K	+$114K	1	0.04%	Increased
1377	Edgewood Management Greenwich, Connecticut	$359K	$0	1	0%	Maintained
1378	QAM QCI Asset Management Pittsford, New York	$357K	+$5.42K	1	0.06%	Increased
1379	RCA Rex Capital Advisors Providence, Rhode Island	$357K	$0	1	0.35%	Maintained
1380	CAM Cortina Asset Management Milwaukee, Wisconsin	$356K	-$200K	1	0.02%	Reduced
1381	WMC Westwood Management Corporation Chicago, Illinois	$356K	-$8.26M	1	0.06%	Reduced
1382	WKA Wilson Kemp & Associates Birmingham, Michigan	$356K	-$163K	1	3.25%	Reduced
1383	IRS Invictus RG (Singapore) Singapore	$355K	-$811K	4	0.45%	Reduced
1384	LFR Lehman Financial Resources Media, Pennsylvania	$354K	+$54.5K	3	0.18%	Increased
1385	F.L. Putnam Investment Management Lynnfield, Massachusetts	$349K	-$2.74K	1	0.04%	Reduced
1386	PAS Partnervest Advisory Services Santa Barbara, California	$348K	-$113K	1	0.18%	Reduced
1387	TT Tiedemann Trust Wilmington, Delaware	$344K	-$16.3K	1	0.03%	Reduced
1388	EMG Ellington Management Group Old Greenwich, Connecticut	$343K	+$94K	1	0.24%	Increased
1389	GAM Gould Asset Management Claremont, California	$343K	+$91K	1	0.17%	Increased
1390	KBG Kahn Brothers Group New York	$343K	-$19.8K	1	0.06%	Reduced
1391	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$341K	+$74.4K	1	0.03%	Increased
1392	TRIM Thompson Rubinstein Investment Management Portland, Oregon	$338K	$0	1	0.13%	Maintained
1393	SEC Seven Eight Capital New York	$338K	+$190K	2	0.26%	Increased
1394	IT Independence Trust Franklin, Tennessee	$336K	$0	1	0.22%	Maintained
1395	AIM Aspen Investment Management Grand Rapids, Michigan	$334K	$0	1	0.28%	Maintained
1396	MAM Marquette Asset Management Minneapolis, Minnesota	$334K	$0	1	0.14%	Maintained
1397	PGIM Pacific Global Investment Management Glendale, California	$334K	+$549	1	0.05%	Increased
1398	LBC Lawrence B. Cohen	$333K	-$13.6K	1	0.22%	Reduced
1399	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$332K	-$1.57M	1	0.07%	Reduced
1400	SLG Stanley-Laman Group Berwyn, Pennsylvania	$331K	$0	1	0.06%	Maintained