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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	RCYC Richard C. Young & Co Newport, Rhode Island	$29.4M	+$318K	3	2.64%	Increased
477	JWM JGP Wealth Management Bend, Oregon	$29.4M	-$76.8K	3	3.07%	Reduced
478	Jump Financial Chicago, Illinois	$29.4M	+$8.52M	7	0.36%	Increased
479	CWM Connecticut Wealth Management Farmington, Connecticut	$29.4M	-$8.36M	1	1.28%	Reduced
480	CA CapWealth Advisors Franklin, Tennessee	$29.4M	-$1.22M	1	2.01%	Reduced
481	LOIM Liberty One Investment Management Libertyville, Illinois	$29.3M	-$38.7M	3	3.75%	Reduced
482	PP Patten & Patten Chattanooga, Tennessee	$29.3M	-$938K	2	1.72%	Reduced
483	Brookstone Capital Management Wheaton, Illinois	$29.2M	+$703K	3	0.33%	Increased
484	Bartlett & Co Wealth Management Cincinnati, Ohio	$28.9M	-$4.24M	5	0.38%	Reduced
485	CCP Clarkston Capital Partners Rochester, Michigan	$28.8M	-$337K	2	0.67%	Reduced
486	Allstate Corporation Northbrook, Illinois	$28.7M	+$14.5M	3	0.39%	Increased
487	HCPC Hamilton Capital Partners (Canada) Toronto,	$28.5M	+$801K	1	1.05%	Increased
488	BSL Blue Sparrow LLC Dover, Delaware	$28.4M	+$26.9M	1	0.54%	New
489	AL Arnhold LLC New York	$28.4M	$0	1	2.16%	Maintained
490	CK Cohen Klingenstein New York	$28.3M	$0	1	0.86%	Maintained
491	MKC M. Kraus & Co Shelburne, Vermont	$28.3M	-$257K	2	7.91%	Reduced
492	IGGA Iron Gate Global Advisors Nsl, Utah	$28.2M	-$1.25M	1	2.89%	Reduced
493	Cambiar Investors Denver, Colorado	$28.1M	-$1.09M	1	1.26%	Reduced
494	71 West Capital Partners Boston, Massachusetts	$28.1M	+$26.6M	2	1.29%	New
495	Driehaus Capital Management Chicago, Illinois	$28.1M	-$44.3M	1	0.19%	Reduced
496	Sanibel Captiva Trust Company Sanibel, Florida	$28M	+$416K	3	0.77%	Increased
497	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$27.9M	-$505K	8	0.48%	Reduced
498	Ethic Inc New York	$27.7M	+$3.99M	6	0.43%	Increased
499	First National Bank of Omaha Omaha, Nebraska	$27.6M	+$15.3M	1	0.82%	Increased
500	Atria Investments Charlotte, North Carolina	$27.6M	+$762K	6	0.31%	Increased