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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	Maryland State Retirement & Pension System Baltimore, Maryland	$16.2M	+$12.1M	5	0.56%	Increased
477	PFS Investments Duluth, Georgia	$16.2M	+$2.5M	3	0.41%	Increased
478	DTL Dynamic Technology Lab Singapore	$16.1M	+$16.2M	3	1.81%	Increased
479	Washington Trust Westerly, Rhode Island	$16M	+$1.95M	4	0.49%	Increased
480	Nicholas Company Milwaukee, Wisconsin	$16M	-$114K	1	0.3%	Reduced
481	Sit Investment Associates Minneapolis, Minnesota	$16M	+$1.49M	4	0.42%	Increased
482	SCA Stillwater Capital Advisors Devon, Pennsylvania	$15.8M	-$3.5K	1	2.86%	Reduced
483	ECG Edge Capital Group Atlanta, Georgia	$15.6M	-$3.7M	2	1.31%	Reduced
484	Cullen/Frost Bankers San Antonio, Texas	$15.6M	-$5.17M	3	0.34%	Reduced
485	HFS Haverford Financial Services Radnor, Pennsylvania	$15.6M	-$83K	1	4.08%	Reduced
486	LCM Logan Capital Management Newtown Square, Pennsylvania	$15.4M	+$5.51M	3	0.77%	Increased
487	GW & Wade Wellesley, Massachusetts	$15.3M	+$1.13M	2	0.81%	Increased
488	CA CapWealth Advisors Franklin, Tennessee	$15.2M	+$47.5K	1	1.73%	Increased
489	Tudor Investment Corp Stamford, Connecticut	$15.2M	+$586K	3	0.3%	Increased
490	E Ergoteles New York	$15.2M	-$22.3M	3	0.47%	Reduced
491	CIS Connors Investor Services Wyomissing, Pennsylvania	$15.2M	+$5.03M	1	1.72%	Increased
492	AO Advisor OS Chicago, Illinois	$15.2M	-$753K	1	3.44%	Reduced
493	CC Cannell & Co New York	$15.1M	-$18.6M	2	0.47%	Reduced
494	PDM Penn Davis McFarland Dallas, Texas	$15.1M	+$765K	1	2.89%	Increased
495	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$15.1M	+$506K	1	1.65%	Increased
496	Salem Investment Counselors Winston Salem, North Carolina	$14.9M	-$318K	3	0.91%	Reduced
497	Xponance Philadelphia, Pennsylvania	$14.9M	-$6.89M	5	0.32%	Reduced
498	Heritage Wealth Advisors Richmond, Virginia	$14.8M	+$2.34M	4	0.89%	Increased
499	DIA Davidson Investment Advisors Great Falls, Montana	$14.8M	+$480K	1	1.26%	Increased
500	Ingalls & Snyder LLC New York	$14.8M	+$612K	2	0.69%	Increased