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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
501	Mizuho Securities USA New York	$29.6M	+$6.88M	3	0.48%	Increased
502	Ancora Advisors Cleveland, Ohio	$29.6M	-$1.2M	5	0.57%	Reduced
503	LG LaFleur & Godfrey Grand Rapids, Michigan	$29.5M	-$1.09M	2	3.5%	Reduced
504	Gulf International Bank (UK) London, United Kingdom	$29.4M	+$184K	3	0.58%	Increased
505	CK Cohen Klingenstein New York	$29.3M	$0	1	0.84%	Maintained
506	AL Arnhold LLC New York	$29.3M	-$137K	1	2.05%	Reduced
507	CA CapWealth Advisors Franklin, Tennessee	$29.3M	+$100K	1	2.01%	Increased
508	SW SlateStone Wealth Jupiter, Florida	$29.3M	+$29.1K	3	2.24%	Increased
509	Loomis, Sayles & Company Boston, Massachusetts	$29.1M	-$23.9M	2	0.04%	Reduced
510	AIA Group Hong Kong	$29.1M	-$18.4M	4	0.37%	Reduced
511	Kornitzer Capital Management Shawnee Mission, Kansas	$29M	+$5.56M	4	0.61%	Increased
512	First National Bank of Omaha Omaha, Nebraska	$29M	+$1.19M	1	0.82%	Increased
513	JWM JGP Wealth Management Bend, Oregon	$28.9M	+$1.06M	3	2.59%	Increased
514	RCYC Richard C. Young & Co Newport, Rhode Island	$28.8M	+$282K	3	2.12%	Increased
515	TCTC Holdings Dallas, Texas	$28.7M	+$6.63M	1	0.75%	Increased
516	CWM Connecticut Wealth Management Farmington, Connecticut	$28.5M	-$789K	1	1.05%	Reduced
517	Bartlett & Co Wealth Management Cincinnati, Ohio	$28.5M	+$13.4K	6	0.36%	Increased
518	Sanibel Captiva Trust Company Sanibel, Florida	$28.5M	-$141K	3	0.71%	Reduced
519	MC Moors & Cabot Boston, Massachusetts	$28.4M	-$1.17M	4	1.11%	Reduced
520	FVCM F&V Capital Management Boca Raton, Florida	$28.4M	+$262K	1	5.23%	Increased
521	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$28.3M	+$46.3K	8	0.42%	Increased
522	Prospera Financial Services Dallas, Texas	$28.2M	-$218K	5	0.41%	Reduced
523	Integrated Wealth Concepts Waltham, Massachusetts	$28.1M	+$11.5M	6	0.18%	Increased
524	UMB Bank Kansas City, Missouri	$28.1M	-$4.84M	9	0.36%	Reduced
525	FC FORA Capital Miami, Florida	$28M	+$22.2M	3	1.93%	Increased