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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
476	Sanctuary Advisors Indianapolis, Indiana	$32.2M	-$794K	5	0.15%	Reduced
477	Meyer Handelman Company Rye Brook, New York	$32.1M	-$523K	1	0.91%	Reduced
478	71 West Capital Partners Boston, Massachusetts	$31.7M	+$808K	2	1.1%	Increased
479	LOIM Liberty One Investment Management Libertyville, Illinois	$31.6M	+$719K	3	3.16%	Increased
480	Harding Loevner Bridgewater, New Jersey	$31.6M	-$10.6M	1	0.3%	Reduced
481	Benjamin Edwards Inc Clayton, Missouri	$31.5M	+$7.9M	4	0.29%	Increased
482	ExodusPoint Capital Management New York	$31.4M	-$2.63M	4	0.2%	Reduced
483	RCM Rings Capital Management Chicago, Illinois	$31.3M	$0	1	15.93%	Maintained
484	OFI Invest Asset Management Paris, France	$31.2M	-$1.43M	1	0.31%	Reduced
485	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$31.1M	-$71.5K	1	2.37%	Reduced
486	DIA Davidson Investment Advisors Great Falls, Montana	$31.1M	-$16.5M	1	1.27%	Reduced
487	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$31M	-$82.4K	3	1.11%	Reduced
488	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$30.9M	-$23.6M	2	1.29%	Reduced
489	SCM SKBA Capital Management San Francisco, California	$30.6M	-$6.35M	2	5.06%	Reduced
490	NCM Novare Capital Management Charlotte, North Carolina	$30.6M	-$87.3K	2	2.17%	Reduced
491	Union Bancaire Privee Geneva 1, Switzerland	$30.6M	-$3.24M	2	0.33%	Reduced
492	Ingalls & Snyder LLC New York	$30.5M	-$416K	3	0.83%	Reduced
493	CF Clarity Financial Houston, Texas	$30.5M	+$18.2M	1	2.59%	Increased
494	Aquatic Capital Management Chicago, Illinois	$30.5M	+$19.1M	5	1.05%	Increased
495	Callan Family Office Radnor, Pennsylvania	$30.4M	-$255K	7	0.59%	Reduced
496	Allstate Corporation Northbrook, Illinois	$30.3M	-$7.95M	4	0.3%	Reduced
497	PP Patten & Patten Chattanooga, Tennessee	$29.9M	+$1.81K	2	1.59%	Increased
498	WesBanco Bank Wheeling, West Virginia	$29.8M	-$2.33M	3	0.74%	Reduced
499	Oribel Capital Management New York	$29.8M	+$22.6M	1	0.9%	New
500	Cannell & Spears New York	$29.7M	-$503K	4	0.53%	Reduced