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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
1676	MFW Mosaic Family Wealth St. Louis, Missouri	$600K	+$78.9K	2	0.25%	Increased
1677	Simplicity Solutions Minneapolis, Minnesota	$600K	-$86.9K	1	0.03%	Reduced
1678	MSAM Moloney Securities Asset Management Manchester, Missouri	$596K	-$60K	2	0.21%	Reduced
1679	HCM HGI Capital Management New York	$594K	$0	1	0.41%	Maintained
1680	NG NatWest Group Edinburgh, Scotland, United Kingdom	$592K	-$237K	1	0.11%	Reduced
1681	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$590K	$0	3	0.49%	Maintained
1682	VCM Virtue Capital Management Brentwood, Tennessee	$589K	+$345K	1	0.12%	Increased
1683	SCI S&CO Inc Boston, Massachusetts	$587K	-$160K	1	0.07%	Reduced
1684	CCM Canal Capital Management Richmond, Virginia	$586K	+$149K	1	0.33%	Increased
1685	FRM Fox Run Management Greenwich, Connecticut	$586K	-$677K	2	0.26%	Reduced
1686	TCI Wealth Advisors Tucson, Arizona	$582K	+$16.5K	3	0.24%	Increased
1687	MAM Morse Asset Management Darien, Connecticut	$580K	$0	1	0.15%	Maintained
1688	MCM MV Capital Management Bethesda, Maryland	$578K	$0	3	0.14%	Maintained
1689	FBC Fairfield, Bush & Co Darien, Connecticut	$577K	-$173K	1	0.16%	Reduced
1690	CWA Clarus Wealth Advisors Peoria, Arizona	$575K	+$31.3K	2	0.38%	Increased
1691	LPC Loeb Partners Corp New York	$574K	-$26.7K	1	0.21%	Reduced
1692	Krilogy Financial St. Louis, Missouri	$571K	+$161K	5	0.13%	Increased
1693	Pure Financial Advisors San Diego, California	$570K	+$544K	1	0.12%	New
1694	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$568K	-$138K	2	0.49%	Reduced
1695	GAM Gould Asset Management Claremont, California	$565K	+$29.7K	1	0.23%	Increased
1696	CA Crewe Advisors Salt Lake City, Utah	$564K	-$34.3K	2	0.48%	Reduced
1697	MBT Monroe Bank & Trust Monroe, Michigan	$563K	-$189K	1	0.17%	Reduced
1698	SC SRB Corp Boston, Massachusetts	$563K	$0	1	0.06%	Maintained
1699	ICM IMS Capital Management Portland, Oregon	$559K	+$118K	4	0.38%	Increased
1700	VC Vicus Capital State College, Pennsylvania	$559K	-$95.4K	1	0.09%	Reduced