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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
1576	CHP Cable Hill Partners Portland, Oregon	$272K	+$90.3K	2	0.19%	Increased
1577	CFSG Community Financial Services Group Newport, Vermont	$272K	+$2.12K	1	0.13%	Increased
1578	PGIM Pacific Global Investment Management Glendale, California	$269K	+$398	1	0.06%	Increased
1579	PL Parthenon LLC Louisville, Kentucky	$269K	$0	1	0.07%	Maintained
1580	PAM Paradigm Asset Management New York	$268K	-$709K	1	0.05%	Reduced
1581	BA BKS Advisors Southfield, Michigan	$267K	-$10.5K	1	0.12%	Reduced
1582	RHFI Reilly Herbert Faulkner III	$266K	$0	1	0.2%	Maintained
1583	LPT Legacy Private Trust Neenah, Wisconsin	$264K	-$1.03M	1	0.04%	Reduced
1584	EMB Elefante Mark B	$262K	-$37.9K	1	4.23%	Reduced
1585	VNA Valley National Advisers Bethlehem, Pennsylvania	$262K	-$88.5K	1	0.14%	Reduced
1586	BRF B. Riley Financial Los Angeles, California	$260K	-$60.5K	1	0.17%	Reduced
1587	BCM Bourgeon Capital Management Darien, Connecticut	$258K	+$3.78K	1	0.17%	Increased
1588	WCM Westend Capital Management Sausalito, California	$257K	-$6.37K	1	0.36%	Reduced
1589	LJAC L.J. Altfest & Co New York	$256K	-$1.99K	1	0.17%	Reduced
1590	MIM Midwest Investment Management Cleveland, Ohio	$255K	$0	1	0.22%	Maintained
1591	Guardian Capital (Canada) Toronto, Ontario, Canada	$254K	-$21.1K	1	0%	Reduced
1592	JCM Jacobi Capital Management Pittston, Pennsylvania	$254K	-$53.9K	2	0.12%	Reduced
1593	JCM Jag Capital Management St Louis, Missouri	$252K	$0	1	0.05%	Maintained
1594	ANB Amarillo National Bank Amarillo, Texas	$249K	-$70.3K	1	0.11%	Reduced
1595	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$247K	$0	1	0.08%	Maintained
1596	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	$247K	+$3.05K	1	0.12%	Increased
1597	FWM Focused Wealth Management Newburgh, New York	$245K	$0	2	0.11%	Maintained
1598	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$244K	-$10.5K	1	0.34%	Reduced
1599	LWMG Lakeside Wealth Management Group	$244K	+$253K	1	7.74%	New
1600	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$244K	$0	1	0.09%	Maintained