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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	VF Virtu Financial New York	$401K	+$378K	1	0.05%	New
1452	AWM Altavista Wealth Management Asheville, North Carolina	$394K	-$10.8K	1	0.24%	Reduced
1453	LCM Logan Capital Management Newtown Square, Pennsylvania	$392K	-$10.8K	1	0.03%	Reduced
1454	Edgewood Management Greenwich, Connecticut	$391K	$0	1	0%	Maintained
1455	TT Tiedemann Trust Wilmington, Delaware	$391K	+$16.2K	1	0.03%	Increased
1456	PGIM Pacific Global Investment Management Glendale, California	$387K	+$22.2K	1	0.07%	Increased
1457	F.L. Putnam Investment Management Lynnfield, Massachusetts	$385K	+$5.45K	1	0.04%	Increased
1458	QAM QCI Asset Management Pittsford, New York	$383K	-$5.39K	1	0.06%	Reduced
1459	LBC Lawrence B. Cohen	$382K	+$19K	1	0.23%	Increased
1460	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$382K	-$7.38M	2	0.03%	Reduced
1461	SOAMC Spirit of America Management Corp Syosset, New York	$380K	-$108K	1	0.1%	Reduced
1462	PAWC P.A.W. Capital Greenwich, Connecticut	$377K	$0	1	0.4%	Maintained
1463	IT Independence Trust Franklin, Tennessee	$373K	+$6.48K	1	0.23%	Increased
1464	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$372K	$0	1	0.03%	Maintained
1465	PCM Princeton Capital Management Red Bank, New Jersey	$370K	+$349K	1	0.37%	New
1466	TRIM Thompson Rubinstein Investment Management Portland, Oregon	$368K	$0	1	0.14%	Maintained
1467	NA Navellier & Associates Reno, Nevada	$367K	+$1.65K	1	0.02%	Increased
1468	MAM Marquette Asset Management Minneapolis, Minnesota	$364K	$0	1	0.15%	Maintained
1469	AIM Aspen Investment Management Grand Rapids, Michigan	$363K	$0	1	0.3%	Maintained
1470	LFR Lehman Financial Resources Media, Pennsylvania	$362K	-$20K	2	0.18%	Reduced
1471	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$361K	-$1.16K	1	0.08%	Reduced
1472	CP Coho Partners Berwyn, Pennsylvania	$361K	+$21.7K	1	0.02%	Increased
1473	CA Callahan Advisors Houston, Texas	$358K	+$17.7K	1	0.11%	Increased
1474	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$357K	$0	1	0.35%	Maintained
1475	LA LVW Advisors Pittsford, New York	$357K	+$336K	1	0.2%	New