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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
451	TNB Thomasville National Bank Thomasville, Georgia	$19.5M	+$834K	1	1.61%	Increased
452	MAA Matrix Asset Advisors White Plains, New York	$19.5M	+$697K	2	2.33%	Increased
453	Busey Bank Urbana, Illinois	$19.4M	+$207K	3	0.69%	Increased
454	TCM Telos Capital Management San Diego, California	$19.2M	+$1.02M	3	2.16%	Increased
455	NewEdge Advisors New Orleans, Louisiana	$19.2M	-$1.95M	7	0.17%	Reduced
456	ELC Edgar Lomax Company Kingstowne, Virginia	$19.1M	+$2.63M	1	1.18%	Increased
457	MIS Morningstar Investment Services Chicago, Illinois	$19.1M	-$11.5M	1	0.21%	Reduced
458	Venture Visionary Partners Sylvania, Ohio	$19M	+$1.2M	2	0.9%	Increased
459	Central Trust Company Jefferson City, Missouri	$19M	-$640K	5	0.47%	Reduced
460	ACM Alta Capital Management Salt Lake City, Utah	$19M	-$398K	1	1.17%	Reduced
461	Schonfeld Strategic Advisors New York	$19M	+$2.45M	4	0.13%	Increased
462	WhitTier Trust Company Reno, Nevada	$18.9M	+$452K	4	0.54%	Increased
463	LM Luminus Management Houston, Texas	$18.8M	+$55.3M	1	8.55%	New
464	JWM JGP Wealth Management Bend, Oregon	$18.8M	-$928K	3	2.73%	Reduced
465	Cullen/Frost Bankers San Antonio, Texas	$18.8M	-$495K	4	0.28%	Reduced
466	FDCP Foster Dykema Cabot & Partners Waltham, Massachusetts	$18.8M	+$362K	3	1.75%	Increased
467	QRG Capital Management Chicago, Illinois	$18.7M	+$554K	4	0.24%	Increased
468	Ingalls & Snyder LLC New York	$18.7M	+$209K	2	0.82%	Increased
469	SpiderRock Advisors Wilimington, Delaware	$18.3M	+$17.9M	3	0.46%	New
470	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$18.3M	+$3.35M	3	0.77%	Increased
471	Gulf International Bank (UK) London, United Kingdom	$18.2M	+$2.6M	3	0.46%	Increased
472	Carson Wealth (CWM LLC) Omaha, Nebraska	$18M	+$398K	8	0.09%	Increased
473	Kentucky Retirement Systems Frankfort, Kentucky	$18M	-$1.74M	3	0.54%	Reduced
474	HI Hendershot Investments Centreville, Virginia	$18M	+$996K	2	2.57%	Increased
475	SCA Stillwater Capital Advisors Devon, Pennsylvania	$18M	-$16.2K	1	2.66%	Reduced