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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	PAS Partnervest Advisory Services Santa Barbara, California	$337K	+$41.8K	1	0.19%	Increased
1477	F.L. Putnam Investment Management Lynnfield, Massachusetts	$334K	-$30.3K	1	0.04%	Reduced
1478	MC Matisse Capital Portland, Oregon	$334K	+$324K	1	0.17%	New
1479	KLWA Kelly Lawrence W & Associates Pasadens, California	$332K	-$111K	1	0.08%	Reduced
1480	PCM Prelude Capital Management New York	$332K	-$1.97M	4	0.05%	Reduced
1481	CPSAC Chas P. Smith & Associates (CPS) Lakeland, Florida	$330K	$0	1	0.06%	Maintained
1482	abrdn Investment Management Edinburgh, United Kingdom	$327K	$0	1	0%	Maintained
1483	Edgewood Management Greenwich, Connecticut	$327K	$0	1	0%	Maintained
1484	FSA Financial Sense Advisors San Diego, California	$323K	+$313K	1	0.15%	New
1485	TT Tiedemann Trust Wilmington, Delaware	$323K	-$45.6K	1	0.05%	Reduced
1486	ABP Arthur B. Page	$322K	-$649K	1	0.33%	Reduced
1487	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$322K	-$117K	4	0.35%	Reduced
1488	IC IKOS CIF Limassol, Cyprus	$321K	-$218K	1	0.98%	Reduced
1489	PIA Peachtree Investment Advisors Atlanta, Georgia	$321K	$0	1	0.34%	Maintained
1490	GAAM Guinness Atkinson Asset Management Pasadena, California	$318K	+$318K	1	0.18%	New
1491	VF Virtu Financial New York	$318K	+$318K	1	0.05%	New
1492	QAM QCI Asset Management Pittsford, New York	$314K	-$13.3K	2	0.05%	Reduced
1493	FRM Fox Run Management Greenwich, Connecticut	$313K	+$334K	1	0.24%	New
1494	Capstone Investment Advisors New York	$312K	+$73.9K	1	0.01%	Increased
1495	Capital Analysts LLC Fort Washington, Pennsylvania	$311K	+$15.7K	2	0.06%	Increased
1496	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$309K	+$300K	1	0.13%	New
1497	FA FCG Advisors Chatham, New Jersey	$308K	+$83.3K	1	0.18%	Increased
1498	Group One Trading Chicago, Illinois	$308K	+$267K	2	0%	Increased
1499	TRIM Thompson Rubinstein Investment Management Portland, Oregon	$307K	$0	1	0.14%	Maintained
1500	AIM Aspen Investment Management Grand Rapids, Michigan	$304K	$0	1	0.3%	Maintained