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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
1401	Edgewood Management Greenwich, Connecticut	$393K	$0	1	0%	Maintained
1402	TT Tiedemann Trust Wilmington, Delaware	$393K	-$79.7K	1	0.04%	Reduced
1403	RCA Rex Capital Advisors Providence, Rhode Island	$391K	$0	1	0.35%	Maintained
1404	Moore Capital Management New York	$390K	-$41.2K	1	0.01%	Reduced
1405	LCM Logan Capital Management Newtown Square, Pennsylvania	$387K	+$18.7K	1	0.03%	Increased
1406	MFW Meristem Family Wealth Minnetonka, Minnesota	$386K	+$25.9K	1	0.16%	Increased
1407	OIM Orca Investment Management Roseburg, Oregon	$385K	+$1.99K	1	0.3%	Increased
1408	AAM Aston Asset Management Chicago, Illinois	$384K	-$706K	1	0.09%	Reduced
1409	F.L. Putnam Investment Management Lynnfield, Massachusetts	$384K	+$45.7K	1	0.04%	Increased
1410	QAM QCI Asset Management Pittsford, New York	$384K	+$26.8K	1	0.06%	Increased
1411	MBT Montecito Bank & Trust Santa Barbara, California	$379K	$0	1	0.23%	Maintained
1412	LBC Lawrence B. Cohen	$378K	-$38K	1	0.25%	Reduced
1413	FC Fayerweather Charles	$377K	+$9.35K	1	1.29%	Increased
1414	KBG Kahn Brothers Group New York	$373K	-$19.3K	1	0.05%	Reduced
1415	TRIM Thompson Rubinstein Investment Management Portland, Oregon	$369K	$0	1	0.14%	Maintained
1416	IT Independence Trust Franklin, Tennessee	$367K	$0	1	0.23%	Maintained
1417	AIM Aspen Investment Management Grand Rapids, Michigan	$365K	$0	1	0.22%	Maintained
1418	MAM Marquette Asset Management Minneapolis, Minnesota	$365K	$0	1	0.15%	Maintained
1419	PGIM Pacific Global Investment Management Glendale, California	$364K	-$65.8K	1	0.05%	Reduced
1420	ICOA Investment Centers of America Bismarck, North Dakota	$363K	+$3.39K	1	0.08%	Increased
1421	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$362K	-$6.85K	1	0.09%	Reduced
1422	SLG Stanley-Laman Group Berwyn, Pennsylvania	$362K	-$1.77K	1	0.07%	Reduced
1423	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$358K	-$257K	1	0.38%	Reduced
1424	KLWA Kelly Lawrence W & Associates Pasadens, California	$358K	$0	1	0.08%	Maintained
1425	MCM Maryland Capital Management Towson, Maryland	$357K	$0	1	0.06%	Maintained