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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
1426	UR USCA RIA Houston, Texas	$370K	-$5.45K	1	0.15%	Reduced
1427	HF Hoxton Financial Shepherdstown, West Virginia	$368K	+$219K	3	0.16%	Increased
1428	QAM QCI Asset Management Pittsford, New York	$367K	+$1.43K	1	0.06%	Increased
1429	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$364K	+$157K	1	0.11%	Increased
1430	TRIM Thompson Rubinstein Investment Management Portland, Oregon	$364K	$0	1	0.14%	Maintained
1431	LCM Logan Capital Management Newtown Square, Pennsylvania	$363K	-$33.5K	1	0.03%	Reduced
1432	PGIM Pacific Global Investment Management Glendale, California	$363K	-$13.6K	1	0.06%	Reduced
1433	IT Independence Trust Franklin, Tennessee	$362K	$0	1	0.25%	Maintained
1434	AIM Aspen Investment Management Grand Rapids, Michigan	$360K	$0	1	0.24%	Maintained
1435	MAM Marquette Asset Management Minneapolis, Minnesota	$360K	$0	1	0.15%	Maintained
1436	MBT Montecito Bank & Trust Santa Barbara, California	$356K	-$40.6K	1	0.22%	Reduced
1437	KWMG King Wealth Management Group Naples, Florida	$351K	+$133K	1	0.2%	Increased
1438	Greenleaf Trust Kalamazoo, Michigan	$350K	-$144K	1	0.01%	Reduced
1439	MCM Maryland Capital Management Towson, Maryland	$349K	+$23.7K	1	0.06%	Increased
1440	CA Callahan Advisors Houston, Texas	$344K	$0	1	0.12%	Maintained
1441	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$343K	+$337K	1	0.23%	New
1442	Moneta Group Investment Advisors St Louis, Missouri	$341K	+$81.2K	1	0.21%	Increased
1443	FC Fayerweather Charles	$340K	+$5.38K	1	1.19%	Increased
1444	Conestoga Capital Advisors Wayne, Pennsylvania	$339K	$0	1	0.02%	Maintained
1445	GIM Gyrus Investment Management Toronto, Ontario, Canada	$336K	-$60.3K	1	0.07%	Reduced
1446	CP Coho Partners Berwyn, Pennsylvania	$335K	$0	1	0.03%	Maintained
1447	KBG Kahn Brothers Group New York	$334K	-$28.3K	1	0.06%	Reduced
1448	CM Capital Management Glen Allen, Virginia	$330K	$0	1	0.11%	Maintained
1449	MC Mathes Company New York	$320K	+$305K	1	0.17%	New
1450	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$319K	$0	1	0.13%	Maintained