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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	Nicholas Company Milwaukee, Wisconsin	$16.8M	-$2.22K	1	0.27%	Reduced
477	PDM Penn Davis McFarland Dallas, Texas	$16.7M	+$128K	1	2.83%	Increased
478	ECG Edge Capital Group Atlanta, Georgia	$16.6M	+$535K	2	1.18%	Increased
479	Ingalls & Snyder LLC New York	$16.6M	-$18.4K	2	0.75%	Reduced
480	HFS Haverford Financial Services Radnor, Pennsylvania	$16.6M	-$745K	1	3.75%	Reduced
481	CK Cohen Klingenstein New York	$16.6M	-$3.35M	2	0.66%	Reduced
482	Tower Research Capital (TRC) New York	$16.5M	+$10.3M	8	0.28%	Increased
483	BCM BTR Capital Management Oakland, California	$16.4M	+$639K	1	1.85%	Increased
484	CSC Cove Street Capital El Segundo, California	$16.4M	-$5.66M	1	2.87%	Reduced
485	New Mexico Educational Retirement Board Santa Fe, New Mexico	$16.3M	-$1.09M	5	0.55%	Reduced
486	Atria Investments Charlotte, North Carolina	$16.3M	+$330K	3	0.29%	Increased
487	Panagora Asset Management Boston, Massachusetts	$16.3M	-$12.1M	4	0.09%	Reduced
488	Busey Bank Urbana, Illinois	$16.2M	-$758K	3	0.61%	Reduced
489	Independent Advisor Alliance Charlotte, North Carolina	$16.1M	-$1.72M	4	0.8%	Reduced
490	Xponance Philadelphia, Pennsylvania	$16.1M	+$2.65M	5	0.25%	Increased
491	SCM SIR Capital Management New York	$16.1M	-$9.7M	1	2.54%	Reduced
492	LCM Logan Capital Management Newtown Square, Pennsylvania	$16.1M	-$687K	3	0.7%	Reduced
493	CC Cannell & Co New York	$16M	-$377K	2	0.45%	Reduced
494	RIM Ranger Investment Management Dallas, Texas	$15.9M	-$1.25M	1	0.87%	Reduced
495	MC Moors & Cabot Boston, Massachusetts	$15.7M	-$1.48M	5	0.97%	Reduced
496	TCM Telos Capital Management San Diego, California	$15.7M	+$663K	3	1.97%	Increased
497	KPCM Kings Point Capital Management Great Neck, New York	$15.7M	+$349K	4	1.28%	Increased
498	Capital Analysts LLC Fort Washington, Pennsylvania	$15.7M	+$914K	3	0.95%	Increased
499	Grimes & Company Westborough, Massachusetts	$15.7M	+$380K	3	0.72%	Increased
500	Gratus Capital Atlanta, Georgia	$15.6M	+$620K	2	1.44%	Increased