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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	Atria Investments Charlotte, North Carolina	$32M	+$1.2M	7	0.36%	Increased
502	LG LaFleur & Godfrey Grand Rapids, Michigan	$31.9M	-$1.28M	2	3.97%	Reduced
503	MC Moors & Cabot Boston, Massachusetts	$31.9M	-$308K	5	1.37%	Reduced
504	Callan Family Office Radnor, Pennsylvania	$31.9M	-$1M	7	0.72%	Reduced
505	RCM Rings Capital Management Chicago, Illinois	$31.8M	$0	1	17.1%	Maintained
506	Prospera Financial Services Dallas, Texas	$31.8M	-$8.46M	5	0.51%	Reduced
507	Cannell & Spears New York	$31.8M	-$862K	4	0.62%	Reduced
508	71 West Capital Partners Boston, Massachusetts	$31.6M	+$2.03M	2	1.39%	Increased
509	Ingalls & Snyder LLC New York	$31.6M	-$434K	3	1.12%	Reduced
510	OCM Osterweis Capital Management San Francisco, California	$31.4M	-$6.71M	3	1.62%	Reduced
511	Badgley Phelps Wealth Managers Seattle, Washington	$31.4M	-$7.69M	3	0.63%	Reduced
512	Savant Capital Rockford, Illinois	$31.3M	+$4.32M	6	0.15%	Increased
513	MKC M. Kraus & Co Shelburne, Vermont	$31.1M	-$406K	2	9.07%	Reduced
514	PP Patten & Patten Chattanooga, Tennessee	$31.1M	-$42.2K	2	1.88%	Reduced
515	SIG Senator Investment Group New York	$31.1M	+$31.5M	1	1.43%	New
516	TSAM Trinity Street Asset Management London, United Kingdom	$30.9M	-$622K	1	2.12%	Reduced
517	JWM JGP Wealth Management Bend, Oregon	$30.6M	-$2.07M	3	3.18%	Reduced
518	Sanibel Captiva Trust Company Sanibel, Florida	$30.6M	+$372K	3	0.86%	Increased
519	Sapient Capital Indianapolis, Indiana	$30.4M	-$19.5M	3	0.46%	Reduced
520	KBC Group Brussels, Belgium	$30.3M	-$6.69M	6	0.08%	Reduced
521	FDCP Foster Dykema Cabot & Partners Waltham, Massachusetts	$30.2M	-$570K	4	1.92%	Reduced
522	Brown Brothers Harriman & Co New York	$30.2M	+$9.1M	7	0.16%	Increased
523	PAM Palisade Asset Management Minneapolis, Minnesota	$30.1M	-$157K	2	3.02%	Reduced
524	Ethic Inc New York	$30M	-$445K	6	0.47%	Reduced
525	AL Arnhold LLC New York	$29.9M	$0	1	2.2%	Maintained