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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	BKA Brick & Kyle Associates Newtown, Pennsylvania	$380K	-$3.2K	3	0.36%	Reduced
1427	IAM Impax Asset Management Portsmouth, New Hampshire	$379K	$0	1	0.02%	Maintained
1428	ETM Euclidean Technologies Management Seattle, Washington	$378K	-$328K	1	0.4%	Reduced
1429	JIC Joel Isaacson & Co New York	$377K	-$17.4K	4	0.1%	Reduced
1430	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$376K	-$68.5K	1	0.02%	Reduced
1431	CHAM Clear Harbor Asset Management Stamford, Connecticut	$374K	-$91.5K	1	0.09%	Reduced
1432	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$372K	-$97.5K	1	0.16%	Reduced
1433	AIM Ada Investment Management New York	$371K	+$408K	1	0.19%	New
1434	BAM Bruderman Asset Management Locust Valley, New York	$368K	-$6.65K	3	0.15%	Reduced
1435	HPBT High Point Bank & Trust High Point, North Carolina	$368K	-$7.33K	3	0.11%	Reduced
1436	YP Yellowstone Partners Idaho Falls, Idaho	$367K	+$403K	1	0.17%	New
1437	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$366K	-$23.1K	1	0.08%	Reduced
1438	KT Kanaly Trust Houston, Texas	$365K	-$32.2K	3	0.08%	Reduced
1439	Pentwater Capital Management Naples, Florida	$362K	+$455K	1	0%	New
1440	WRM Weybosset Research & Management Province, Rhode Island	$362K	$0	1	0.27%	Maintained
1441	HI Hudock Inc Williamsport, Pennsylvania	$360K	+$2.63K	3	0.17%	Increased
1442	FBT First Bankers Trust Louisville, Kentucky	$359K	+$173K	1	0.17%	Increased
1443	AT Acadia Trust Portland, Maine	$355K	+$110K	1	0.13%	Increased
1444	MBT Montecito Bank & Trust Santa Barbara, California	$351K	-$4.37K	1	0.19%	Reduced
1445	NFGCM Norman Fields Gottscho Capital Management New York	$351K	$0	1	0.24%	Maintained
1446	BCM Birmingham Capital Management Birmingham, Alabama	$348K	$0	1	0.15%	Maintained
1447	KP Keel Point Huntsville, Alabama	$343K	-$10.5K	1	0.19%	Reduced
1448	TT Tiedemann Trust Wilmington, Delaware	$342K	$0	1	0.03%	Maintained
1449	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$341K	+$375K	1	0.06%	New
1450	UBWV United Bank (West Virginia) Parkersburg, West Virginia	$340K	-$19.6K	1	0.18%	Reduced