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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	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$419K	-$271K	1	0.2%	Reduced
1477	WRM Weybosset Research & Management Province, Rhode Island	$413K	$0	1	0.3%	Maintained
1478	Diversified Trust Memphis, Tennessee	$411K	$0	1	0.05%	Maintained
1479	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$408K	-$45.8K	1	0.06%	Reduced
1480	GD Grandfield & Dodd New York	$406K	-$84.3K	1	0.05%	Reduced
1481	Eastern Bank Boston, Massachusetts	$404K	-$6.83K	1	0.03%	Reduced
1482	MM Midas Management New York	$404K	$0	1	0.25%	Maintained
1483	MCM Millie Capital Management Walnut Creek, California	$404K	$0	1	0.45%	Maintained
1484	PP PDT Partners New York	$404K	-$27.2K	1	0.02%	Reduced
1485	VC Vicus Capital State College, Pennsylvania	$403K	-$14.1K	1	0.09%	Reduced
1486	SA Strategic Advisors New York	$402K	+$332	1	0.23%	Increased
1487	IIM Ipswich Investment Management Beverly, Massachusetts	$401K	-$10.7K	1	0.2%	Reduced
1488	MCM MV Capital Management Bethesda, Maryland	$401K	-$2.57K	3	0.15%	Reduced
1489	BCA Bray Capital Advisors Naples, Florida	$399K	$0	1	0.24%	Maintained
1490	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$398K	$0	1	0.3%	Maintained
1491	WIP Wellesley Investment Partners Wellesley, Massachusetts	$397K	-$10K	1	0.21%	Reduced
1492	AW ACG Wealth Atlanta, Georgia	$395K	+$22.9K	1	0.08%	Increased
1493	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$393K	-$1.86K	1	0.19%	Reduced
1494	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$392K	-$8.42K	1	0.09%	Reduced
1495	JIC Joel Isaacson & Co New York	$389K	-$47.2K	2	0.08%	Reduced
1496	LFR Lehman Financial Resources Media, Pennsylvania	$387K	$0	1	0.22%	Maintained
1497	SCM Stonebridge Capital Management Los Angeles, California	$381K	$0	1	0.16%	Maintained
1498	TC TFS Capital West Chester, Pennsylvania	$381K	+$396K	1	0.09%	New
1499	PMFA Plante Moran Financial Advisors Southfield, Michigan	$377K	+$61.9K	5	0.25%	Increased
1500	LCS Levin Capital Strategies New York	$376K	$0	1	0.01%	Maintained