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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	MFW Meristem Family Wealth Minnetonka, Minnesota	$365K	-$122K	1	0.16%	Reduced
1427	KWMG King Wealth Management Group Naples, Florida	$364K	+$2.87K	1	0.25%	Increased
1428	KLWA Kelly Lawrence W & Associates Pasadens, California	$362K	-$285K	1	0.08%	Reduced
1429	QAM QCI Asset Management Pittsford, New York	$362K	-$14.3K	1	0.06%	Reduced
1430	MCM Maryland Capital Management Towson, Maryland	$361K	+$2.23K	1	0.07%	Increased
1431	CA Callahan Advisors Houston, Texas	$353K	$0	1	0.12%	Maintained
1432	Moneta Group Investment Advisors St Louis, Missouri	$351K	$0	1	0.21%	Maintained
1433	IB Intrust Bank Wichita, Kansas	$348K	+$34.9K	1	0.14%	Increased
1434	CL CIM LLC Albany, New York	$344K	+$20K	1	0.18%	Increased
1435	CP Coho Partners Berwyn, Pennsylvania	$344K	$0	1	0.03%	Maintained
1436	F.L. Putnam Investment Management Lynnfield, Massachusetts	$343K	-$166K	1	0.04%	Reduced
1437	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$342K	+$14.5K	1	0.14%	Increased
1438	NES New England Securities New York	$340K	+$23.2K	5	0.13%	Increased
1439	CM Capital Management Glen Allen, Virginia	$339K	$0	1	0.12%	Maintained
1440	DAM Doheny Asset Management Los Angeles, California	$339K	$0	1	0.17%	Maintained
1441	GIM Gyrus Investment Management Toronto, Ontario, Canada	$339K	-$17.1K	1	0.06%	Reduced
1442	ICOA Investment Centers of America Bismarck, North Dakota	$339K	+$37.9K	1	0.07%	Increased
1443	SA Strategic Advisors New York	$337K	+$9.84K	1	0.23%	Increased
1444	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$333K	-$3.64K	1	0.23%	Reduced
1445	BTCOSD Bankers Trust Company of South Dakota Des Moines, Iowa	$332K	$0	1	0.22%	Maintained
1446	MLL Moody Lynn & Lieberson Boston, Massachusetts	$332K	+$119K	1	0.05%	Increased
1447	MC Mathes Company New York	$329K	$0	1	0.18%	Maintained
1448	JIC Joel Isaacson & Co New York	$328K	+$5.32K	1	0.11%	Increased
1449	LFR Lehman Financial Resources Media, Pennsylvania	$328K	$0	3	0.17%	Maintained
1450	LG LaFleur & Godfrey Grand Rapids, Michigan	$324K	$0	1	0.09%	Maintained