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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	IRS Invictus RG (Singapore) Singapore	$305K	+$115K	2	0.28%	Increased
1477	CIM Calvert Investment Management Bethesda, Maryland	$304K	+$12.7K	1	0.02%	Increased
1478	abrdn Investment Management Edinburgh, United Kingdom	$303K	-$17.4M	1	0%	Reduced
1479	Edgewood Management Greenwich, Connecticut	$303K	$0	1	0%	Maintained
1480	WCM Windsor Capital Management Phoenix, Arizona	$303K	+$7.82K	1	0.18%	Increased
1481	QAM QCI Asset Management Pittsford, New York	$301K	$0	2	0.05%	Maintained
1482	SFM Signature Financial Management Norfolk, Virginia	$300K	+$79.3K	1	0.18%	Increased
1483	SC SRB Corp Boston, Massachusetts	$299K	+$40.4K	2	0.04%	Increased
1484	IB Intrust Bank Wichita, Kansas	$290K	-$207K	1	0.11%	Reduced
1485	JPTCCM J.P. Turner & Co Capital Management Atlanta, Georgia	$285K	-$23.5K	1	0.3%	Reduced
1486	TRIM Thompson Rubinstein Investment Management Portland, Oregon	$285K	$0	1	0.13%	Maintained
1487	LC Lourd Capital Beverly Hills, California	$282K	+$21.5K	1	0.03%	Increased
1488	PIA Peachtree Investment Advisors Atlanta, Georgia	$282K	-$208K	1	0.29%	Reduced
1489	AIM Aspen Investment Management Grand Rapids, Michigan	$281K	$0	1	0.27%	Maintained
1490	DAM Delta Asset Management Memphis, Tennessee	$280K	-$15.5K	4	0.05%	Reduced
1491	PGIM Pacific Global Investment Management Glendale, California	$280K	-$14.2K	1	0.06%	Reduced
1492	ANB Amarillo National Bank Amarillo, Texas	$278K	-$357K	1	0.14%	Reduced
1493	CPSAC Chas P. Smith & Associates (CPS) Lakeland, Florida	$278K	$0	1	0.05%	Maintained
1494	CA Callahan Advisors Houston, Texas	$277K	-$9.73K	1	0.09%	Reduced
1495	PCM Princeton Capital Management Red Bank, New Jersey	$277K	-$1.11M	1	0.31%	Reduced
1496	AWM Altavista Wealth Management Asheville, North Carolina	$276K	-$1.85K	1	0.18%	Reduced
1497	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$276K	-$38.6K	1	0.28%	Reduced
1498	SAM Security Asset Management New York	$276K	$0	1	0.29%	Maintained
1499	Capital Analysts LLC Fort Washington, Pennsylvania	$276K	-$1.32M	2	0.05%	Reduced
1500	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$275K	$0	1	0.06%	Maintained