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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
2401	KCM Knoll Capital Management Miami, Florida	$1.1M	$0	1	0.51%	Maintained
2402	DnB Asset Management Oslo, Norway	$1.1M	-$443K	3	0%	Reduced
2403	SWM Steelhead Wealth Management Glen Allen, Virginia	$1.1M	+$14.7K	1	0.44%	Increased
2404	CAM Cozad Asset Management Champaign, Illinois	$1.1M	$0	2	0.07%	Maintained
2405	AIC Archer Investment Corporation Carmel, Indiana	$1.09M	+$183	4	0.21%	Increased
2406	MAM Montchanin Asset Management Montchanin, Delaware	$1.09M	+$102K	1	1.11%	Increased
2407	MSR Main Street Research Lakeville, Connecticut	$1.09M	-$57.6K	1	0.05%	Reduced
2408	IA Insight Advisors Newtown, Pennsylvania	$1.09M	-$213K	1	0.19%	Reduced
2409	RB Renasant Bank Tupelo, Mississippi	$1.09M	+$956K	2	0.7%	Increased
2410	QCIG Quad-Cities Investment Group Davenport, Iowa	$1.09M	+$53.7K	2	0.39%	Increased
2411	EC EntryPoint Capital New York	$1.09M	-$332K	3	0.26%	Reduced
2412	KTM Keeler Thomas Management Orem, Utah	$1.08M	+$58.8K	1	0.38%	Increased
2413	PI Pachira Investments Dana Point, California	$1.08M	+$80K	2	0.41%	Increased
2414	CCM Capstone Capital Management Hong Kong,	$1.08M	+$1.17M	2	0.48%	New
2415	SJIM St. Johns Investment Management Jacksonville, Florida	$1.08M	-$3.07K	3	0.41%	Reduced
2416	SW Solidarity Wealth Lehi, Utah	$1.07M	-$43.8K	1	0.19%	Reduced
2417	CastleKnight Management New York	$1.07M	$0	1	0.01%	Maintained
2418	WAM WealthTrust Asset Management Destin, Florida	$1.07M	-$45.5K	1	0.58%	Reduced
2419	BI Bolthouse Investments Bakersfield, California	$1.07M	+$9.9K	1	0.87%	Increased
2420	HDA Harold Davidson & Associates Los Angeles, California	$1.07M	-$1.35M	1	0.46%	Reduced
2421	Caption Management Oklahoma City, Oklahoma	$1.07M	-$2.87M	1	0.01%	Reduced
2422	PIM Provident Investment Management Novi, Michigan	$1.07M	-$12.7K	1	0.1%	Reduced
2423	CPW Cove Private Wealth Oyster Bay Cove, New York	$1.06M	$0	2	0.21%	Maintained
2424	ACA Affinity Capital Advisors Berkeley, California	$1.06M	+$306K	3	0.13%	Increased
2425	HFP Holistic Financial Partners Indianapolis, Indiana	$1.06M	-$201K	1	0.65%	Reduced