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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	SA Strategic Advisors New York	$397K	+$74.1K	1	0.23%	Increased
1477	Hillsdale Investment Management Toronto, Ontario, Canada	$396K	$0	1	0.13%	Maintained
1478	EPP ETF Portfolio Partners Leawood, Kansas	$395K	$0	1	0.34%	Maintained
1479	WIP Wellesley Investment Partners Wellesley, Massachusetts	$393K	+$92.2K	1	0.24%	Increased
1480	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$391K	-$16.2K	4	0.22%	Reduced
1481	Ronald Blue & Co Roswell, Georgia	$390K	-$223K	1	0.02%	Reduced
1482	Braun Stacey Associates New York	$389K	-$7.99M	1	0.03%	Reduced
1483	BHTS Bar Harbor Trust Services Ellsworth, Maine	$385K	+$354K	1	0.22%	New
1484	TT Tiedemann Trust Wilmington, Delaware	$384K	+$43.7K	1	0.06%	Increased
1485	BAM Bruderman Asset Management Locust Valley, New York	$383K	-$123K	3	0.13%	Reduced
1486	UBWV United Bank (West Virginia) Parkersburg, West Virginia	$382K	$0	1	0.17%	Maintained
1487	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$377K	-$5.97K	1	0.06%	Reduced
1488	SCM Stonebridge Capital Management Los Angeles, California	$376K	-$55.3K	1	0.16%	Reduced
1489	MCM MV Capital Management Bethesda, Maryland	$375K	$0	3	0.15%	Maintained
1490	KP Keel Point Huntsville, Alabama	$373K	-$15.2K	1	0.19%	Reduced
1491	LCS Levin Capital Strategies New York	$370K	-$455K	1	0.01%	Reduced
1492	LCM Logan Capital Management Newtown Square, Pennsylvania	$370K	+$12.2K	1	0.03%	Increased
1493	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$368K	-$42.3K	3	0.17%	Reduced
1494	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$368K	$0	1	0.28%	Maintained
1495	QAM QCI Asset Management Pittsford, New York	$366K	+$38.2K	2	0.05%	Increased
1496	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$361K	$0	1	0.04%	Maintained
1497	CIM Calvert Investment Management Bethesda, Maryland	$360K	+$123K	1	0.02%	Increased
1498	Jefferies Financial Group New York	$358K	+$368K	1	0.05%	New
1499	CBT Central Bank & Trust Lexington, Kentucky	$353K	-$360K	2	0.1%	Reduced
1500	CCG Chatham Capital Group Savannah, Georgia	$352K	+$46.1K	1	0.11%	Increased