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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	SFM Signature Financial Management Norfolk, Virginia	$423K	$0	1	0.2%	Maintained
1477	MCM Millie Capital Management Walnut Creek, California	$420K	+$398K	1	0.44%	New
1478	VC Vicus Capital State College, Pennsylvania	$420K	+$2.05K	1	0.1%	Increased
1479	PCA Peddock Capital Advisors Braintree, Massachusetts	$419K	$0	1	0.27%	Maintained
1480	Quadrant Capital Group Cincinnati, Ohio	$417K	-$49.8K	5	0.29%	Reduced
1481	WRM Weybosset Research & Management Province, Rhode Island	$417K	$0	1	0.32%	Maintained
1482	Diversified Trust Memphis, Tennessee	$415K	$0	1	0.05%	Maintained
1483	IIM Ipswich Investment Management Beverly, Massachusetts	$415K	-$15.1K	1	0.21%	Reduced
1484	Eastern Bank Boston, Massachusetts	$414K	+$2.5K	1	0.03%	Increased
1485	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$414K	$0	1	0.31%	Maintained
1486	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$413K	-$1.02K	3	0.19%	Reduced
1487	Geneos Wealth Management Englewood, Colorado	$412K	+$18.4K	4	0.06%	Increased
1488	WIP Wellesley Investment Partners Wellesley, Massachusetts	$411K	+$8.26K	1	0.22%	Increased
1489	MM Midas Management New York	$408K	$0	1	0.23%	Maintained
1490	MCM MV Capital Management Bethesda, Maryland	$408K	+$9.82K	4	0.15%	Increased
1491	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$406K	+$271K	2	0.11%	Increased
1492	SA Strategic Advisors New York	$406K	-$1.15K	1	0.23%	Reduced
1493	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$404K	-$38.1K	1	0.09%	Reduced
1494	BCA Bray Capital Advisors Naples, Florida	$403K	-$235K	1	0.25%	Reduced
1495	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$400K	-$524K	1	0.21%	Reduced
1496	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$399K	+$396K	1	0.19%	New
1497	TT Tiedemann Trust Wilmington, Delaware	$394K	$0	1	0.07%	Maintained
1498	JDR Jay D. Rosenbaum	$388K	+$384K	1	0.06%	New
1499	FG Formula Growth Montreal, Quebec, Canada	$385K	+$289K	1	0.09%	Increased
1500	PL Parkwood LLC Cleveland, Ohio	$385K	$0	1	0.06%	Maintained