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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
1801	AIC AWM Investment Company New York	$228K	-$190K	1	0.04%	Reduced
1802	Arax Advisory Partners Denver, Colorado	$227K	-$33.2K	3	0.11%	Reduced
1803	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$227K	-$23.5K	1	0.06%	Reduced
1804	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$226K	-$1.18K	2	0.25%	Reduced
1805	FC Forte Capital Rochester, New York	$223K	$0	1	0.07%	Maintained
1806	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$223K	+$73.5K	2	0.06%	Increased
1807	SSA South Street Advisors New York	$222K	$0	1	0.04%	Maintained
1808	EMG Ellington Management Group Old Greenwich, Connecticut	$221K	-$505K	1	0.04%	Reduced
1809	HA Harfst & Associates Sheridan, Wyoming	$221K	+$194K	1	0.09%	Increased
1810	TFO Tarbox Family Office Newport Beach, California	$221K	+$3.41K	3	0.1%	Increased
1811	Boothbay Fund Management New York	$219K	-$319K	1	0.04%	Reduced
1812	PAS Partnervest Advisory Services Santa Barbara, California	$218K	$0	1	0.11%	Maintained
1813	HA Heartland Advisors Milwaukee, Wisconsin	$217K	+$197K	1	0.01%	New
1814	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$217K	$0	1	0.08%	Maintained
1815	BCM Buckhead Capital Management Atlanta, Georgia	$216K	-$23.5K	1	0.05%	Reduced
1816	AAM Azzad Asset Management Falls Church, Virginia	$216K	$0	1	0.07%	Maintained
1817	Dodge & Cox San Francisco, California	$215K	$0	1	0%	Maintained
1818	AWM Affinity Wealth Management Wilmington, Delaware	$213K	-$436	1	0.13%	Reduced
1819	GCA Gideon Capital Advisors New York	$213K	+$194K	1	0.21%	New
1820	PV Private Vista Chicago, Illinois	$213K	+$18.9K	1	0.05%	Increased
1821	TFF The Family Firm Bethesda, Maryland	$213K	+$199K	1	0.09%	New
1822	WA Winfield Associates Cleveland, Ohio	$212K	-$3.74K	4	0.11%	Reduced
1823	KLWA Kelly Lawrence W & Associates Pasadens, California	$211K	$0	1	0.04%	Maintained
1824	NMC Nine Masts Capital Central, Hong Kong	$211K	-$2.4M	2	0.03%	Reduced
1825	BC Banced Corp Edwardsville, Illinois	$210K	+$191K	1	0.36%	New