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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	SC Scholtz & Company Stamford, Connecticut	$13.9M	+$5.06M	2	9.96%	Increased
502	JAFL Jay A. Fishman Ltd Troy, Michigan	$13.9M	-$28.7K	1	2.02%	Reduced
503	SM Soapstone Management Bethesda, Maryland	$13.9M	+$1.01M	1	5.44%	Increased
504	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$13.9M	+$502K	4	0.6%	Increased
505	MIM Marco Investment Management Atlanta, Georgia	$13.9M	-$306K	3	1.77%	Reduced
506	TSAM Trinity Street Asset Management London, United Kingdom	$13.9M	$0	1	2.81%	Maintained
507	JHP James Hambro & Partners London, United Kingdom	$13.9M	+$14M	1	1.21%	New
508	SouthState Corp Winter Haven, Florida	$13.8M	+$441K	4	1.38%	Increased
509	PWAG Polaris Wealth Advisory Group San Rafael, California	$13.8M	+$14.3M	1	1.15%	Increased
510	Fred Alger Management New York	$13.8M	-$316K	2	0.07%	Reduced
511	MPA Marvin & Palmer Associates Wilmington, Delaware	$13.8M	+$5.78M	2	8.45%	Increased
512	RBA Richard Bernstein Advisors New York	$13.7M	-$674K	3	0.34%	Reduced
513	Royce & Associates New York	$13.7M	+$297K	3	0.16%	Increased
514	Churchill Management Los Angeles, California	$13.7M	-$308K	2	0.37%	Reduced
515	DAC Dividend Assets Capital Ridgeland, South Carolina	$13.7M	-$75K	3	3.14%	Reduced
516	Capital International Sarl Los Angeles, California	$13.6M	+$349K	3	1.1%	Increased
517	Rathbones Group Liverpool, United Kingdom	$13.6M	+$1.51M	2	0.17%	Increased
518	HA Heartland Advisors Milwaukee, Wisconsin	$13.6M	+$2.68M	2	1.02%	Increased
519	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$13.6M	+$399K	2	2.49%	Increased
520	CA Cullinan Associates Louisville, Kentucky	$13.6M	-$2.1M	2	0.86%	Reduced
521	SAM Sandbar Asset Management London, United Kingdom	$13.6M	-$3.65M	1	8.22%	Reduced
522	LG LaFleur & Godfrey Grand Rapids, Michigan	$13.5M	-$612K	2	2.41%	Reduced
523	GAI General American Investors New York	$13.5M	$0	1	1.41%	Maintained
524	HI Hendershot Investments Centreville, Virginia	$13.5M	+$395K	2	2.53%	Increased
525	SCA Stokes Capital Advisors Greenwood, South Carolina	$13.4M	+$209K	2	4.98%	Increased