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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
1551	VC Vicus Capital State College, Pennsylvania	$518K	+$1.87K	1	0.11%	Increased
1552	CI Cowen Inc New York	$513K	$0	1	0.03%	Maintained
1553	IB Intrust Bank Wichita, Kansas	$512K	-$58.7K	2	0.17%	Reduced
1554	IPAM ICICI Prudential Asset Management Mumbai, India	$510K	-$83.3K	1	2.24%	Reduced
1555	IR Invictus RG Hamilton, Bermuda	$509K	-$764K	4	0.37%	Reduced
1556	NSB Norway Savings Bank Portland, Maine	$509K	$0	2	0.5%	Maintained
1557	WRM Weybosset Research & Management Province, Rhode Island	$509K	$0	1	0.33%	Maintained
1558	AFA Abacus FCF Advisors Orlando, Florida	$508K	+$376K	2	1.98%	Increased
1559	GIM Groesbeck Investment Management Paramus, New Jersey	$502K	-$55.1K	1	0.37%	Reduced
1560	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$499K	-$1.2K	1	0.07%	Reduced
1561	EMB Elefante Mark B	$498K	+$3K	1	4.03%	Increased
1562	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$497K	$0	2	0.43%	Maintained
1563	DF Dent & Co Baltimore, Maryland	$497K	-$9.81K	1	0.01%	Reduced
1564	CIM Contravisory Investment Management Norwell, Massachusetts	$491K	+$134K	2	0.18%	Increased
1565	HT Heritage Trust Oklahoma City, Oklahoma	$491K	-$19.1K	2	0.19%	Reduced
1566	Obermeyer Wealth Partners Aspen, Colorado	$491K	-$173K	1	0.04%	Reduced
1567	SXL Summit X LLC Chesterfield, Missouri	$490K	+$477K	2	0.35%	New
1568	AssetMark Inc Concord, California	$486K	-$10.7K	3	0.01%	Reduced
1569	MM Midas Management New York	$486K	$0	1	0.26%	Maintained
1570	TCM Tradition Capital Management Summit, New Jersey	$483K	+$23.4K	1	0.16%	Increased
1571	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$482K	$0	1	0.37%	Maintained
1572	SBSB Sullivan, Bruyette, Speros & Blaney Mclean, Virginia	$480K	+$21.3K	1	0.05%	Increased
1573	Geneos Wealth Management Englewood, Colorado	$475K	+$6.51K	5	0.05%	Increased
1574	MWM Mascoma Wealth Management Hanover, New Hampshire	$474K	-$39.2K	2	0.32%	Reduced
1575	FFA First Foundation Advisors Irvine, California	$473K	+$136K	2	0.03%	Increased