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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	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$457K	-$180K	1	0.12%	Reduced
1452	VanEck Associates New York	$457K	+$362K	3	0%	Increased
1453	KP Keel Point Huntsville, Alabama	$455K	+$27.4K	1	0.22%	Increased
1454	KFA Kays Financial Advisory Atlanta, Georgia	$452K	+$31.1K	1	0.26%	Increased
1455	WRM Weybosset Research & Management Province, Rhode Island	$451K	$0	1	0.3%	Maintained
1456	CPA Court Place Advisors Ellicott City, Maryland	$448K	-$1.32K	1	0.29%	Reduced
1457	UBWV United Bank (West Virginia) Parkersburg, West Virginia	$446K	$0	1	0.2%	Maintained
1458	TC Taylor Cottrill New London, New Hampshire	$439K	$0	1	0.21%	Maintained
1459	KLWA Kelly Lawrence W & Associates Pasadens, California	$438K	+$99.4K	1	0.09%	Increased
1460	MIP Marietta Investment Partners Milwaukee, Wisconsin	$437K	$0	1	0.17%	Maintained
1461	NFGCM Norman Fields Gottscho Capital Management New York	$437K	-$1.23M	1	0.27%	Reduced
1462	HI Hudock Inc Williamsport, Pennsylvania	$434K	+$2.69K	3	0.2%	Increased
1463	WA WFG Advisors Dallas, Texas	$434K	+$26.3K	5	0.12%	Increased
1464	LA LVW Advisors Pittsford, New York	$432K	+$587	1	0.18%	Increased
1465	SHGA Sand Hill Global Advisors Palo Alto, California	$430K	+$24.5K	1	0.07%	Increased
1466	TT Tiedemann Trust Wilmington, Delaware	$426K	$0	1	0.04%	Maintained
1467	BCM Buckhead Capital Management Atlanta, Georgia	$425K	$0	1	0.08%	Maintained
1468	Ballentine Partners Waltham, Massachusetts	$416K	-$2.42K	1	0.04%	Reduced
1469	SIC SFE Investment Counsel Los Angeles, California	$413K	+$417K	1	0.17%	New
1470	PCM Perritt Capital Management Chicago, Illinois	$410K	$0	1	0.07%	Maintained
1471	DAM Doheny Asset Management Los Angeles, California	$408K	-$16K	1	0.18%	Reduced
1472	RCA Rex Capital Advisors Providence, Rhode Island	$406K	+$32.7K	1	0.4%	Increased
1473	BAM Bruderman Asset Management Locust Valley, New York	$405K	-$6.57K	3	0.16%	Reduced
1474	EM Endicott Management New York	$404K	+$445K	1	0.15%	New
1475	FIB First Interstate Bank Billings, Montana	$403K	+$7.41K	1	0.06%	Increased