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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	KLWA Kelly Lawrence W & Associates Pasadens, California	$334K	-$20.4K	1	0.08%	Reduced
1527	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$333K	$0	1	0.03%	Maintained
1528	FRM Fox Run Management Greenwich, Connecticut	$333K	-$716K	1	0.16%	Reduced
1529	HCMT Highland Capital Management (Texas) Dallas, Texas	$333K	+$316K	1	0.01%	New
1530	Hillsdale Investment Management Toronto, Ontario, Canada	$333K	-$105K	1	0.1%	Reduced
1531	PCM Princeton Capital Management Red Bank, New Jersey	$331K	+$16.3K	1	0.38%	Increased
1532	ST Sentinel Trust Houston, Texas	$329K	$0	1	0.05%	Maintained
1533	HPBT High Point Bank & Trust High Point, North Carolina	$328K	-$91.5K	2	0.09%	Reduced
1534	JFA Johanson Financial Advisors Campbell, California	$328K	+$1.26K	1	0.39%	Increased
1535	TRIM Thompson Rubinstein Investment Management Portland, Oregon	$328K	$0	1	0.13%	Maintained
1536	QAM QCI Asset Management Pittsford, New York	$327K	-$47.8K	2	0.05%	Reduced
1537	SBSB Sullivan, Bruyette, Speros & Blaney Mclean, Virginia	$327K	+$324K	1	0.03%	New
1538	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$325K	-$36.8K	1	0.12%	Reduced
1539	GCA Gideon Capital Advisors New York	$324K	+$321K	1	0.19%	New
1540	AIM Avity Investment Management Greenwich, Connecticut	$323K	+$320K	1	0.05%	New
1541	ANB Amarillo National Bank Amarillo, Texas	$321K	-$2.94K	1	0.14%	Reduced
1542	LA LVW Advisors Pittsford, New York	$319K	-$172K	1	0.12%	Reduced
1543	PMFA Plante Moran Financial Advisors Southfield, Michigan	$319K	+$2.24K	4	0.23%	Increased
1544	BHTS Bar Harbor Trust Services Ellsworth, Maine	$318K	-$75.6K	1	0.16%	Reduced
1545	SAM Security Asset Management New York	$318K	$0	1	0.31%	Maintained
1546	CPSAC Chas P. Smith & Associates (CPS) Lakeland, Florida	$317K	$0	1	0.05%	Maintained
1547	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$315K	$0	1	0.28%	Maintained
1548	TWM Torch Wealth Management Cincinnati, Ohio	$315K	$0	1	0.23%	Maintained
1549	AIM Aspen Investment Management Grand Rapids, Michigan	$314K	$0	1	0.26%	Maintained
1550	Cookson Peirce & Co Pittsburgh, Pennsylvania	$314K	+$16.7K	1	0.05%	Increased