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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	IEQ Capital Foster City, California	$28.2M	+$3.03M	5	0.09%	Increased
477	JWM JGP Wealth Management Bend, Oregon	$28.2M	+$25.1K	3	3.12%	Increased
478	CA CapWealth Advisors Franklin, Tennessee	$28M	-$501K	1	1.93%	Reduced
479	PP Patten & Patten Chattanooga, Tennessee	$28M	-$52.5K	2	1.64%	Reduced
480	MKC M. Kraus & Co Shelburne, Vermont	$27.9M	-$617K	2	7.78%	Reduced
481	TS Tamar Securities Woodland Hills, California	$27.8M	+$111K	1	3.15%	Increased
482	TCM Telos Capital Management San Diego, California	$27.6M	-$268K	3	2.65%	Reduced
483	RCM Rings Capital Management Chicago, Illinois	$27.6M	$0	1	12.96%	Maintained
484	Synovus Financial Columbus, Georgia	$27.6M	+$1.3M	4	0.32%	Increased
485	Elo Mutual Pension Insurance Espoo, Finland	$27.6M	+$2.79M	3	0.45%	Increased
486	TCM Traynor Capital Management Malvern, Pennsylvania	$27.5M	+$1.19M	3	1.57%	Increased
487	Johnson Investment Counsel Cincinnati, Ohio	$27.3M	-$3.05M	3	0.23%	Reduced
488	CIA Covington Investment Advisors Ligonier, Pennsylvania	$27.2M	-$22.8K	2	3.56%	Reduced
489	PAM Palisade Asset Management Minneapolis, Minnesota	$27.1M	-$54.9K	4	2.52%	Reduced
490	Brookstone Capital Management Wheaton, Illinois	$26.9M	+$607K	3	0.32%	Increased
491	DZ Bank Frankfurt Am Main, Germany	$26.9M	-$16.4M	4	0.02%	Reduced
492	IGGA Iron Gate Global Advisors Nsl, Utah	$26.9M	-$233K	1	2.75%	Reduced
493	Nomura Holdings Tokyo, Japan	$26.7M	+$11.2M	5	0.04%	Increased
494	Cambiar Investors Denver, Colorado	$26.7M	-$17.1M	1	1.21%	Reduced
495	Atria Investments Charlotte, North Carolina	$26.4M	-$2.29M	6	0.3%	Reduced
496	FDCP Foster Dykema Cabot & Partners Waltham, Massachusetts	$26.4M	+$47.5K	3	1.73%	Increased
497	Sanibel Captiva Trust Company Sanibel, Florida	$25.9M	+$3.62K	3	0.74%	Increased
498	AL Arnhold LLC New York	$25.9M	-$161K	1	2.17%	Reduced
499	CK Cohen Klingenstein New York	$25.9M	-$605K	1	0.81%	Reduced
500	KBC Group Brussels, Belgium	$25.8M	+$2M	5	0.06%	Increased