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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	LCM Logan Capital Management Newtown Square, Pennsylvania	$403K	+$26.8K	1	0.03%	Increased
1477	NA Navellier & Associates Reno, Nevada	$401K	+$5.12K	1	0.04%	Increased
1478	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$400K	+$55.4K	1	0.04%	Increased
1479	F.L. Putnam Investment Management Lynnfield, Massachusetts	$400K	+$74K	1	0.04%	Increased
1480	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$397K	$0	2	0.25%	Maintained
1481	MAM Meeder Asset Management Dublin, Ohio	$396K	-$1.75M	1	0.04%	Reduced
1482	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$396K	$0	1	0.26%	Maintained
1483	BCA Benchmark Capital Advisors New York	$394K	$0	1	0.28%	Maintained
1484	IT Independence Trust Franklin, Tennessee	$393K	$0	1	0.26%	Maintained
1485	PAS Partnervest Advisory Services Santa Barbara, California	$392K	-$10.1K	1	0.19%	Reduced
1486	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$391K	-$43.6K	1	0.16%	Reduced
1487	OIM Orca Investment Management Roseburg, Oregon	$389K	+$2.71K	1	0.36%	Increased
1488	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$388K	$0	1	0.36%	Maintained
1489	KBG Kahn Brothers Group New York	$386K	-$4.6K	1	0.07%	Reduced
1490	CAM Centre Asset Management New York	$382K	-$261K	1	0.06%	Reduced
1491	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$382K	+$401K	1	0.13%	New
1492	OC Oarsman Capital Milwaukee, Wisconsin	$381K	-$23.3K	1	0.26%	Reduced
1493	Edgewood Management Greenwich, Connecticut	$377K	$0	1	0%	Maintained
1494	VNA VNBTrust National Association Charlottesville, Virginia	$377K	-$36.7K	1	0.19%	Reduced
1495	JPTCCM J.P. Turner & Co Capital Management Atlanta, Georgia	$375K	+$168K	1	0.29%	Increased
1496	QAM QCI Asset Management Pittsford, New York	$374K	+$5.63K	2	0.06%	Increased
1497	CS Comerica Securities Detroit, Michigan	$370K	-$84.4K	1	0.09%	Reduced
1498	WCM Windsor Capital Management Phoenix, Arizona	$369K	+$117K	1	0.21%	Increased
1499	SOAMC Spirit of America Management Corp Syosset, New York	$366K	$0	1	0.07%	Maintained
1500	PGIM Pacific Global Investment Management Glendale, California	$365K	-$2.57K	1	0.07%	Reduced