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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	PAS Professional Advisory Services Vero Beach, Florida	$14.5M	+$274K	1	2.91%	Increased
477	DAM Delta Asset Management Memphis, Tennessee	$14.3M	-$271K	3	2.06%	Reduced
478	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$14.3M	+$85K	3	2.74%	Increased
479	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$14.2M	+$998K	8	0.06%	Increased
480	HT HAP Trading New York	$14.2M	+$9.03M	1	1.27%	Increased
481	Cresset Asset Management Chicago, Illinois	$14.2M	+$1.85M	8	0.55%	Increased
482	JCM Janney Capital Management Pittsburgh, Pennsylvania	$14.2M	+$268K	2	0.74%	Increased
483	FBA Front Barnett Associates Chicago, Illinois	$14M	-$133K	1	2.26%	Reduced
484	H HoyleCohen San Diego, California	$13.9M	+$3.15M	2	2.46%	Increased
485	Edmond de Rothschild Holding Chambesy, Switzerland	$13.9M	-$1.92M	3	0.48%	Reduced
486	Hardman Johnston Global Advisors Stamford, Connecticut	$13.8M	+$3.76M	1	0.61%	Increased
487	Davenport & Co Richmond, Virginia	$13.8M	-$93.2K	4	0.17%	Reduced
488	CAM Cortina Asset Management Milwaukee, Wisconsin	$13.7M	+$7.5M	1	0.86%	Increased
489	HP Hikari Power Tokyo, Japan	$13.7M	-$6.89M	1	1.44%	Reduced
490	Private Advisor Group Morristown, New Jersey	$13.7M	-$242	4	0.27%	Reduced
491	CK Cohen Klingenstein New York	$13.7M	+$9.77M	1	0.95%	Increased
492	GW & Wade Wellesley, Massachusetts	$13.6M	+$360K	1	1.29%	Increased
493	Brown Brothers Harriman & Co New York	$13.4M	+$843K	4	0.09%	Increased
494	SM Soapstone Management Bethesda, Maryland	$13.3M	+$10.9M	1	6.49%	Increased
495	SCA Stillwater Capital Advisors Devon, Pennsylvania	$13.3M	-$66.6K	1	2.9%	Reduced
496	Avalon Investment & Advisory Houston, Texas	$13.2M	-$296K	1	0.3%	Reduced
497	MC Middleton & Co Boston, Massachusetts	$13.2M	+$564K	2	2.11%	Increased
498	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$13.1M	+$1.92M	6	1.35%	Increased
499	TCM Twin Capital Management Mcmurray, Pennsylvania	$13.1M	+$90.6K	1	0.65%	Increased
500	RCM Riverhead Capital Management Wilmington, Delaware	$13M	+$93.6K	7	0.53%	Increased