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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
1526	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$303K	$0	1	0.02%	Maintained
1527	IF Ironwood Financial Tucson, Arizona	$303K	+$285K	2	0.17%	New
1528	MLL Moody Lynn & Lieberson Boston, Massachusetts	$301K	-$14.5K	1	0.04%	Reduced
1529	AAM Aureus Asset Management Boston, Massachusetts	$296K	-$54.1K	1	0.07%	Reduced
1530	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$295K	$0	1	0.08%	Maintained
1531	QIM Quantitative Investment Management Charlottesville, Virginia	$294K	-$822K	1	0.05%	Reduced
1532	KWMG King Wealth Management Group Naples, Florida	$293K	-$52.6K	1	0.16%	Reduced
1533	PMFA Plante Moran Financial Advisors Southfield, Michigan	$290K	-$34.6K	3	0.21%	Reduced
1534	TFA Transamerica Financial Advisors St. Petersburg, Florida	$289K	-$184K	5	0.02%	Reduced
1535	FCM Firsthand Capital Management San Jose, California	$288K	$0	1	0.17%	Maintained
1536	RBF Capital San Francisco, California	$288K	$0	1	0.06%	Maintained
1537	BCM Bourgeon Capital Management Darien, Connecticut	$287K	$0	1	0.18%	Maintained
1538	LPC Loeb Partners Corp New York	$287K	-$108K	1	0.09%	Reduced
1539	SRC Shufro Rose & Co New York	$287K	$0	1	0.03%	Maintained
1540	CIM Calvert Investment Management Bethesda, Maryland	$279K	-$6.6M	1	0.02%	Reduced
1541	HCM Harvey Capital Management Palm Beach, Florida	$276K	$0	1	0.11%	Maintained
1542	Conestoga Capital Advisors Wayne, Pennsylvania	$274K	$0	1	0.02%	Maintained
1543	NV Nair Vinay	$272K	+$262K	1	0.33%	New
1544	PO Private Ocean San Rafael, California	$272K	-$131K	1	0.2%	Reduced
1545	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$270K	+$43.3K	1	0.09%	Increased
1546	PL Parthenon LLC Louisville, Kentucky	$269K	-$221K	1	0.07%	Reduced
1547	ZTNA Zions Trust National Association Salt Lake City, Utah	$269K	+$59.9K	1	0.39%	Increased
1548	LJAC L.J. Altfest & Co New York	$265K	+$250K	1	0.22%	New
1549	CFSG Community Financial Services Group Newport, Vermont	$265K	+$4.29K	1	0.12%	Increased
1550	FA FCG Advisors Chatham, New Jersey	$265K	-$68	1	0.13%	Reduced