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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
401	AC Albar Capital London, United Kingdom	$21.7M	+$11M	1	8.05%	Increased
402	Carnegie Investment Counsel Pepper Pike, Ohio	$21.5M	+$660K	2	0.9%	Increased
403	Virginia Retirement Systems Richmond, Virginia	$21.5M	-$46.8M	2	0.21%	Reduced
404	UR USCA RIA Houston, Texas	$21.3M	+$7.26M	3	1.4%	Increased
405	PPCM Pillar Pacific Capital Management Pacifica, California	$21.1M	+$475K	3	1.63%	Increased
406	CK Cohen Klingenstein New York	$21.1M	-$234K	2	0.97%	Reduced
407	RT Rockland Trust Hanover, Massachusetts	$21M	-$256K	2	1.51%	Reduced
408	Nissay Asset Management Tokyo, Japan	$21M	-$636K	3	0.21%	Reduced
409	VCM Vigilant Capital Management Portland, Maine	$21M	+$106K	2	1.87%	Increased
410	CCM Cinctive Capital Management New York	$20.9M	+$12.3M	3	1.28%	Increased
411	CIBC World Markets New York	$20.8M	-$56.3M	5	0.13%	Reduced
412	TIAA FSB Jacksonville, Florida	$20.7M	-$588K	2	0.07%	Reduced
413	Steward Partners Investment Advisory New York	$20.5M	+$3.85M	7	0.36%	Increased
414	MKP Capital Management New York	$20.4M	+$19.2M	2	1.39%	New
415	MassMutual Private Wealth & Trust Windsor, Connecticut	$20.3M	+$3.07M	5	0.95%	Increased
416	JCA Jade Capital Advisors Essex Fells, New Jersey	$20.3M	+$11.5M	2	8.06%	Increased
417	PWAG Polaris Wealth Advisory Group San Rafael, California	$20.3M	+$18.4M	1	1.3%	Increased
418	MAM Mastrapasqua Asset Management Nashville, Tennessee	$20.2M	-$6.03M	2	2.36%	Reduced
419	MAP Managed Asset Portfolios Rochester, Michigan	$20.1M	-$3.65M	1	3.22%	Reduced
420	MI Markston International White Plains, New York	$19.9M	-$281K	2	2.24%	Reduced
421	Private Advisor Group Morristown, New Jersey	$19.9M	+$390K	4	0.19%	Increased
422	CEI Clark Estates Inc New York	$19.9M	+$563K	1	2.54%	Increased
423	VV Verity & Verity Beaufort, South Carolina	$19.6M	+$1.12M	2	3.18%	Increased
424	First National Bank of Omaha Omaha, Nebraska	$19.6M	+$789K	2	1.02%	Increased
425	Whittier Trust South Pasadena, California	$19.5M	+$584K	5	0.38%	Increased