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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
1626	CP Coho Partners Berwyn, Pennsylvania	$347K	$0	1	0.01%	Maintained
1627	NIS National Investment Services Milwaukee, Wisconsin	$346K	+$316K	1	0.35%	New
1628	QAM QCI Asset Management Pittsford, New York	$346K	-$12.8K	2	0.04%	Reduced
1629	SRC Shufro Rose & Co New York	$346K	+$20.4K	1	0.04%	Increased
1630	CIM Contravisory Investment Management Norwell, Massachusetts	$345K	+$98.3K	4	0.12%	Increased
1631	NFP Narus Financial Partners Salt Lake City, Utah	$345K	$0	1	0.33%	Maintained
1632	CA Cornerstone Advisory Hunt Valley, Maryland	$344K	-$85.4K	1	0.17%	Reduced
1633	AIM Aspen Investment Management Grand Rapids, Michigan	$343K	$0	1	0.25%	Maintained
1634	ARK Investment Management St. Petersburg, Florida	$340K	+$67.4K	1	0.1%	Increased
1635	AIM Avity Investment Management Greenwich, Connecticut	$338K	$0	1	0.05%	Maintained
1636	CPO Cerity Partners OCIO New York	$337K	+$70	1	0.03%	Increased
1637	MCM Maryland Capital Management Towson, Maryland	$335K	-$35.2K	1	0.05%	Reduced
1638	NL NWAM LLC Mercer Island, Washington	$335K	+$88.8K	1	0.1%	Increased
1639	SWA Sutton Wealth Advisors Tampa, Florida	$334K	$0	5	0.28%	Maintained
1640	Engineers Gate Manager New York	$334K	-$2.98M	1	0.03%	Reduced
1641	EPP ETF Portfolio Partners Leawood, Kansas	$334K	$0	1	0.25%	Maintained
1642	WCM Windsor Capital Management Phoenix, Arizona	$332K	-$222K	1	0.17%	Reduced
1643	HA Harbor Advisors West Palm Beach, Florida	$329K	$0	1	0.14%	Maintained
1644	LJHT Laurie J. Hall Trustee	$327K	$0	1	0.21%	Maintained
1645	CL CSS LLC Chicago, Illinois	$324K	$0	1	0.02%	Maintained
1646	WSC Wellington Shields & Co New York	$324K	$0	1	0.1%	Maintained
1647	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$319K	-$218K	1	0.13%	Reduced
1648	CBT Central Bank & Trust Lexington, Kentucky	$318K	-$12.3K	2	0.08%	Reduced
1649	GCA Greenwood Capital Associates Greenwood, South Carolina	$317K	+$14.5K	1	0.08%	Increased
1650	BHTS Bar Harbor Trust Services Ellsworth, Maine	$315K	$0	1	0.16%	Maintained