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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
1476	BAM Bruderman Asset Management Locust Valley, New York	$413K	+$413K	4	0.16%	New
1477	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$413K	$0	2	0.28%	Maintained
1478	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$410K	+$46.8K	1	0.37%	Increased
1479	OIM Orca Investment Management Roseburg, Oregon	$409K	$0	1	0.36%	Maintained
1480	CCG Chatham Capital Group Savannah, Georgia	$401K	-$43.9K	1	0.12%	Reduced
1481	NA Navellier & Associates Reno, Nevada	$401K	$0	1	0.04%	Maintained
1482	LCM Logan Capital Management Newtown Square, Pennsylvania	$399K	$0	1	0.03%	Maintained
1483	Edgewood Management Greenwich, Connecticut	$398K	$0	1	0%	Maintained
1484	LBC Lawrence B. Cohen	$397K	+$7.77K	1	0.24%	Increased
1485	NV Nair Vinay	$396K	+$90.7K	1	0.28%	Increased
1486	RCA Rex Capital Advisors Providence, Rhode Island	$396K	-$225K	1	0.37%	Reduced
1487	MCM Maryland Capital Management Towson, Maryland	$390K	-$44.3K	1	0.06%	Reduced
1488	QAM QCI Asset Management Pittsford, New York	$390K	$0	1	0.06%	Maintained
1489	PGIM Pacific Global Investment Management Glendale, California	$389K	-$5.68K	1	0.07%	Reduced
1490	SOAMC Spirit of America Management Corp Syosset, New York	$387K	$0	1	0.08%	Maintained
1491	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$384K	+$7.23K	1	0.15%	Increased
1492	FWM Frontier Wealth Management Kansas City, Missouri	$382K	+$49.8K	1	0.06%	Increased
1493	AWM Altavista Wealth Management Asheville, North Carolina	$378K	-$23.8K	1	0.23%	Reduced
1494	BA BKS Advisors Southfield, Michigan	$376K	+$381K	1	0.18%	New
1495	TRIM Thompson Rubinstein Investment Management Portland, Oregon	$375K	$0	1	0.15%	Maintained
1496	MAM Marquette Asset Management Minneapolis, Minnesota	$371K	$0	1	0.15%	Maintained
1497	AIM Aspen Investment Management Grand Rapids, Michigan	$370K	$0	1	0.3%	Maintained
1498	CP Coho Partners Berwyn, Pennsylvania	$368K	$0	1	0.02%	Maintained
1499	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$367K	-$11.9K	1	0.03%	Reduced
1500	CA Callahan Advisors Houston, Texas	$365K	$0	1	0.11%	Maintained