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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	OCM Osterweis Capital Management San Francisco, California	$32.4M	-$1.24M	3	1.37%	Reduced
452	SCA Stillwater Capital Advisors Devon, Pennsylvania	$32.4M	-$152K	1	3.48%	Reduced
453	Voloridge Investment Management Jupiter, Florida	$32.1M	+$19M	3	0.11%	Increased
454	Meyer Handelman Company Rye Brook, New York	$32.1M	-$53.9K	1	1.01%	Reduced
455	Horizon Investments Charlotte, North Carolina	$32.1M	-$1.73M	5	0.41%	Reduced
456	AMPWP Alvarez & Marsal Private Wealth Partners West Palm Beach, Florida	$32M	+$30.3M	1	6.16%	New
457	KCM Kanawha Capital Management Richmond, Virginia	$32M	-$273K	3	2.21%	Reduced
458	NCM Novare Capital Management Charlotte, North Carolina	$31.8M	-$389K	2	2.39%	Reduced
459	Merit Financial Group Alpharetta, Georgia	$31.7M	+$2.25M	5	0.25%	Increased
460	Cary Street Partners Richmond, Virginia	$31.4M	+$442K	4	0.78%	Increased
461	WesBanco Bank Wheeling, West Virginia	$31.2M	-$1.49M	3	0.86%	Reduced
462	AO Advisor OS Chicago, Illinois	$31.1M	+$401K	3	2.51%	Increased
463	ELI Empire Life Investments Toronto, Ontario, Canada	$31M	-$2.11M	1	1.75%	Reduced
464	LG LaFleur & Godfrey Grand Rapids, Michigan	$30.9M	-$1.49M	2	3.75%	Reduced
465	Junto Capital Management New York	$30.9M	+$31.4M	1	0.68%	New
466	SW SlateStone Wealth Jupiter, Florida	$30.7M	+$258K	4	2.57%	Increased
467	Callan Family Office Radnor, Pennsylvania	$30.5M	+$4.95M	7	0.65%	Increased
468	Waverly Advisors Birmingham, Alabama	$30.4M	+$13.3M	4	0.25%	Increased
469	TS Tamar Securities Woodland Hills, California	$30.4M	-$49.2K	1	3.21%	Reduced
470	Ingalls & Snyder LLC New York	$30.3M	-$1.21M	3	1.11%	Reduced
471	RCM Rings Capital Management Chicago, Illinois	$30.3M	$0	1	15.04%	Maintained
472	Cannell & Spears New York	$30.2M	-$1.71M	4	0.56%	Reduced
473	Frontier Capital Management Boston, Massachusetts	$29.9M	-$19.3M	2	0.32%	Reduced
474	NIP Nicholas Investment Partners Rancho Santa Fe, California	$29.8M	-$1.84M	1	2.17%	Reduced
475	MC Moors & Cabot Boston, Massachusetts	$29.6M	-$23.1K	4	1.27%	Reduced