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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	SC Schulhoff & Co Cincinnati, Ohio	$440K	-$288K	1	0.29%	Reduced
1452	SCM Southport Capital Management Chattanooga, Tennessee	$440K	-$18.4K	1	0.28%	Reduced
1453	PAA Peregrine Asset Advisers Portland, Oregon	$439K	$0	1	0.34%	Maintained
1454	MFW Mosaic Family Wealth St. Louis, Missouri	$438K	+$6.19K	3	0.21%	Increased
1455	KT Kanaly Trust Houston, Texas	$437K	+$23K	3	0.09%	Increased
1456	OC Oakworth Capital Birmingham, Alabama	$437K	+$35.5K	4	0.17%	Increased
1457	Capital Analysts LLC Fort Washington, Pennsylvania	$434K	+$102K	2	0.09%	Increased
1458	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$432K	$0	1	0.11%	Maintained
1459	JIC Joel Isaacson & Co New York	$432K	+$3.89K	3	0.1%	Increased
1460	LGC Laurel Grove Capital Los Angeles, California	$425K	+$406K	1	0.24%	New
1461	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$421K	-$8.76K	1	0.43%	Reduced
1462	SHGA Sand Hill Global Advisors Palo Alto, California	$421K	+$28.2K	1	0.06%	Increased
1463	IIM Ipswich Investment Management Beverly, Massachusetts	$420K	-$2.87M	1	0.2%	Reduced
1464	BCM Birmingham Capital Management Birmingham, Alabama	$416K	$0	1	0.17%	Maintained
1465	HI Hudock Inc Williamsport, Pennsylvania	$414K	+$1.47K	4	0.23%	Increased
1466	SFM Signature Financial Management Norfolk, Virginia	$413K	$0	1	0.2%	Maintained
1467	PCA Peddock Capital Advisors Braintree, Massachusetts	$409K	$0	1	0.31%	Maintained
1468	HPBT High Point Bank & Trust High Point, North Carolina	$408K	$0	2	0.11%	Maintained
1469	VC Vicus Capital State College, Pennsylvania	$408K	+$1.68K	1	0.09%	Increased
1470	WRM Weybosset Research & Management Province, Rhode Island	$407K	$0	1	0.34%	Maintained
1471	Diversified Trust Memphis, Tennessee	$405K	-$241K	1	0.04%	Reduced
1472	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$404K	+$15.1M	1	0.04%	New
1473	Eastern Bank Boston, Massachusetts	$402K	-$18.4K	1	0.03%	Reduced
1474	CWM Confluence Wealth Management Portland, Oregon	$400K	-$583K	1	0.18%	Reduced
1475	MM Midas Management New York	$398K	$0	1	0.21%	Maintained