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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	MIP Marietta Investment Partners Milwaukee, Wisconsin	$330K	$0	1	0.15%	Maintained
1402	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$327K	$0	1	0.57%	Maintained
1403	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$327K	+$338K	1	0.09%	New
1404	KLWA Kelly Lawrence W & Associates Pasadens, California	$327K	$0	1	0.07%	Maintained
1405	NA Navellier & Associates Reno, Nevada	$327K	-$33.2K	1	0.02%	Reduced
1406	MCM Maryland Capital Management Towson, Maryland	$326K	$0	1	0.06%	Maintained
1407	AAM Aureus Asset Management Boston, Massachusetts	$324K	-$44.7K	1	0.08%	Reduced
1408	KWMG King Wealth Management Group Naples, Florida	$320K	$0	1	0.2%	Maintained
1409	RCM Rotella Capital Management Bellevue, Washington	$319K	+$329K	1	0.33%	New
1410	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$318K	+$329K	1	0.24%	New
1411	Moneta Group Investment Advisors St Louis, Missouri	$317K	$0	1	0.17%	Maintained
1412	FIB First Interstate Bank Billings, Montana	$316K	+$4.87K	1	0.07%	Increased
1413	CA Callahan Advisors Houston, Texas	$312K	$0	1	0.1%	Maintained
1414	CP Coho Partners Berwyn, Pennsylvania	$311K	$0	1	0.02%	Maintained
1415	PIA Peachtree Investment Advisors Atlanta, Georgia	$311K	+$88.3K	2	0.21%	Increased
1416	AT Acadia Trust Portland, Maine	$307K	+$15.2K	1	0.11%	Increased
1417	WCM Wallace Capital Management Dallas, Texas	$304K	+$332K	1	0.06%	New
1418	BI Boulegeris Investments Sandy Springs, Georgia	$302K	+$311K	1	0.25%	New
1419	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$302K	-$3.74M	1	0.11%	Reduced
1420	NIM NuWave Investment Management Parsippany, New Jersey	$299K	-$168K	1	0.86%	Reduced
1421	PMFA Plante Moran Financial Advisors Southfield, Michigan	$299K	+$35.2K	3	0.26%	Increased
1422	Emerald Advisers Leola, Pennsylvania	$298K	-$98.6K	1	0.02%	Reduced
1423	JIC Joel Isaacson & Co New York	$298K	+$1.77K	2	0.09%	Increased
1424	MC Mathes Company New York	$297K	$0	1	0.15%	Maintained
1425	CL CIM LLC Albany, New York	$296K	+$3.36K	1	0.15%	Increased