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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	PMG ProVise Management Group Clearwater, Florida	$560K	-$88K	1	0.12%	Reduced
1402	CCMU Cheyne Capital Management (UK) London, United Kingdom	$555K	-$583K	1	0.18%	Reduced
1403	PSI Pinnacle Summer Investments Fairfax, Virginia	$551K	-$2.64M	2	0.12%	Reduced
1404	GD Grandfield & Dodd New York	$547K	-$2.64K	1	0.08%	Reduced
1405	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$546K	-$17.5K	1	0.02%	Reduced
1406	WCP Welch Capital Partners Harrison, New York	$544K	$0	1	0.16%	Maintained
1407	SCM SOL Capital Management Rockville, Maryland	$539K	+$28.5K	1	0.2%	Increased
1408	Diversified Trust Memphis, Tennessee	$536K	+$39K	1	0.05%	Increased
1409	PCM Piermont Capital Management St. Louis, Missouri	$535K	$0	1	0.16%	Maintained
1410	WA Wealth Architects Mountain View, California	$535K	+$52.5K	1	0.29%	Increased
1411	CAM CG Asset Management New York	$533K	-$543K	1	0.2%	Reduced
1412	ICM IMS Capital Management Portland, Oregon	$533K	+$17.5K	1	0.63%	Increased
1413	DI Diligent Investors Redlands, California	$532K	$0	1	0.56%	Maintained
1414	FFA First Foundation Advisors Irvine, California	$532K	+$40.6K	1	0.04%	Increased
1415	BWP Baldwin Wealth Partners Marion, Massachusetts	$530K	$0	1	0.08%	Maintained
1416	RC Roundview Capital Princeton, New Jersey	$529K	+$1.17K	1	0.2%	Increased
1417	Becker Capital Management Portland, Oregon	$526K	$0	1	0.02%	Maintained
1418	CPP Crow Point Partners Boston, Massachusetts	$525K	+$12.8K	1	0.08%	Increased
1419	SC Sasco Capital Fairfield, Connecticut	$524K	+$541K	1	0.01%	New
1420	BB Bell Bank Fargo, North Dakota	$523K	-$36.5K	1	0.39%	Reduced
1421	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$523K	-$8.73K	1	0.14%	Reduced
1422	VC Vicus Capital State College, Pennsylvania	$521K	-$28.5K	1	0.14%	Reduced
1423	BO Bank OZK Little Rock, Arkansas	$518K	-$6.82K	1	0.18%	Reduced
1424	OC Oakworth Capital Birmingham, Alabama	$517K	$0	2	0.24%	Maintained
1425	Waldron Private Wealth Bridgeville, Pennsylvania	$511K	+$17K	2	0.2%	Increased