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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
1451	NERM New England Research & Management Chicago, Illinois	$316K	+$64.4K	1	0.28%	Increased
1452	NES New England Securities New York	$316K	-$21K	5	0.11%	Reduced
1453	IAM Impax Asset Management Portsmouth, New Hampshire	$312K	+$316K	1	0.02%	New
1454	Exencial Wealth Advisors Oklahoma City, Oklahoma	$311K	$0	1	0.13%	Maintained
1455	SAG Sterne Agee Group Birmingham, Alabama	$307K	$0	1	0.05%	Maintained
1456	LJHT Laurie J. Hall Trustee	$306K	$0	1	0.23%	Maintained
1457	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$304K	+$20.5K	2	0.15%	Increased
1458	ACM Alpha Capital Management Austin, Texas	$303K	$0	1	0.22%	Maintained
1459	GIM Gyrus Investment Management Toronto, Ontario, Canada	$297K	-$5.82K	1	0.05%	Reduced
1460	TWM Torch Wealth Management Cincinnati, Ohio	$296K	$0	1	0.2%	Maintained
1461	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$294K	$0	1	0.03%	Maintained
1462	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$294K	$0	1	0.02%	Maintained
1463	SLA Silver Lake Advisory Cottonwood Heights, Utah	$291K	-$14.8K	1	0.24%	Reduced
1464	PMFA Plante Moran Financial Advisors Southfield, Michigan	$290K	+$143K	3	0.26%	Increased
1465	BCM Bourgeon Capital Management Darien, Connecticut	$289K	+$293K	1	0.16%	New
1466	FCM Firsthand Capital Management San Jose, California	$289K	$0	1	0.13%	Maintained
1467	GCM Glaxis Capital Management Sarasota, Florida	$289K	+$293K	1	0.63%	New
1468	RBF Capital San Francisco, California	$289K	$0	1	0.07%	Maintained
1469	ST Sentinel Trust Houston, Texas	$284K	-$1.99K	1	0.07%	Reduced
1470	CPA Court Place Advisors Ellicott City, Maryland	$280K	+$2.36K	1	0.19%	Increased
1471	GAM Gould Asset Management Claremont, California	$279K	+$58.5K	1	0.13%	Increased
1472	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$279K	$0	2	0.13%	Maintained
1473	HCM Harvey Capital Management Palm Beach, Florida	$277K	$0	1	0.1%	Maintained
1474	Conestoga Capital Advisors Wayne, Pennsylvania	$275K	$0	1	0.02%	Maintained
1475	SWM Segment Wealth Management Houston, Texas	$275K	$0	1	0.11%	Maintained