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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	MC Middleton & Co Boston, Massachusetts	$11.8M	-$637K	2	2.52%	Reduced
502	FineMark National Bank & Trust Fort Myers, Florida	$11.8M	+$799K	2	0.85%	Increased
503	Guinness Asset Management London, United Kingdom	$11.8M	+$1.06M	1	2.5%	Increased
504	BOTW Bank of the West Monterey Park, California	$11.8M	+$353K	2	1.52%	Increased
505	CB Chemical Bank Detroit, Michigan	$11.7M	-$161K	1	1.28%	Reduced
506	Veritable Wilmington, Delaware	$11.6M	-$37K	2	0.27%	Reduced
507	JA JLB & Associates Plymouth, Michigan	$11.6M	+$11.6M	1	2.94%	New
508	MCM Murphy Capital Management Bedminster, New Jersey	$11.5M	-$215K	2	1.69%	Reduced
509	Curi RMB Capital Chicago, Illinois	$11.4M	+$9.39M	3	0.33%	Increased
510	UMA USA Mutuals Advisors Dallas, Texas	$11.3M	-$2.38M	2	6.27%	Reduced
511	Livforsakringsbolaget Skandia Stockholm, Sweden	$11.3M	$0	3	1.04%	Maintained
512	MML Investors Services Springfield, Massachusetts	$11.3M	-$313K	4	0.22%	Reduced
513	A Aetna Hartford, Connecticut	$11.3M	$0	1	25.27%	Maintained
514	CCM Cadence Capital Management Boston, Massachusetts	$11.3M	-$711K	1	0.78%	Reduced
515	TCM Twin Capital Management Mcmurray, Pennsylvania	$11.3M	+$456K	1	0.66%	Increased
516	SFM Signet Financial Management Parsippany, New Jersey	$11.2M	-$2.82K	2	2.37%	Reduced
517	ELI Empire Life Investments Toronto, Ontario, Canada	$11.2M	-$7.9M	1	0.97%	Reduced
518	Clal Insurance Tel-Aviv, Israel	$11.2M	-$53.4K	1	0.22%	Reduced
519	YIA YHB Investment Advisors West Hartford, Connecticut	$11M	+$574K	1	1.89%	Increased
520	LDB Lee, Danner & Bass Nashville, Tennessee	$11M	-$27.9K	1	1.23%	Reduced
521	BCM BTR Capital Management Oakland, California	$10.9M	-$145K	1	2.24%	Reduced
522	GW & Wade Wellesley, Massachusetts	$10.8M	+$158K	1	1.37%	Increased
523	FCI Financial Counselors Inc Overland Park, Kansas	$10.8M	-$68.8K	2	0.54%	Reduced
524	NIA Northstar Investment Advisors Denver, Colorado	$10.8M	+$31.5K	1	2.19%	Increased
525	Raymond James Trust St. Petersburg, Florida	$10.8M	-$850K	3	0.81%	Reduced