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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
526	Bowen Hanes & Co Ponte Vedra Beach, Florida	$10.5M	+$8.53M	2	0.5%	Increased
527	LDB Lee, Danner & Bass Nashville, Tennessee	$10.4M	-$5.75K	1	1.23%	Reduced
528	Douglass Winthrop Advisors New York	$10.4M	+$4.67M	3	0.81%	Increased
529	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$10.4M	-$68.4K	2	0.85%	Reduced
530	JAFL Jay A. Fishman Ltd Troy, Michigan	$10.3M	-$59.3K	1	2.15%	Reduced
531	CONA Capital One National Association New York	$10.3M	+$52.3K	5	0.93%	Increased
532	Mizuho Securities USA New York	$10.2M	-$3.27M	1	1.32%	Reduced
533	CC Coastland Capital Palo Alto, California	$10.2M	+$10.3M	1	0.34%	New
534	AL Agran Libbie Santa Monica, California	$10.1M	-$84.2K	2	2.42%	Reduced
535	BFA Beaumont Financial Advisors Needham, Massachusetts	$10.1M	-$234K	1	0.35%	Reduced
536	LOCB Lombard Odier & Cie (Bahamas) Nassau, Bahamas	$10.1M	$0	1	3.66%	Maintained
537	RFA Reilly Financial Advisors La Mesa, California	$10.1M	+$10.1M	2	1.78%	Increased
538	Smith Salley Wealth Management Greensboro, North Carolina	$10.1M	-$530K	3	2.56%	Reduced
539	RT Rockland Trust Hanover, Massachusetts	$10.1M	-$275K	1	2.13%	Reduced
540	BST Bath Savings Trust Bath, Maine	$9.99M	+$221K	1	3.37%	Increased
541	GIA Granite Investment Advisors Concord, New Hampshire	$9.96M	-$95K	1	2.34%	Reduced
542	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$9.93M	+$166K	1	1.26%	Increased
543	HFS Haverford Financial Services Radnor, Pennsylvania	$9.86M	-$77.4K	1	4%	Reduced
544	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$9.86M	-$22.3K	1	1.92%	Reduced
545	PAM Palisade Asset Management Minneapolis, Minnesota	$9.86M	-$303K	1	1.94%	Reduced
546	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$9.84M	-$23.8K	1	2.22%	Reduced
547	Raymond James Trust St. Petersburg, Florida	$9.8M	-$691K	3	1.05%	Reduced
548	CCT Chemung Canal Trust Elmira, New York	$9.78M	-$124K	1	2%	Reduced
549	SRCM Sterling Ridge Capital Management New York	$9.78M	-$2.14M	2	2.73%	Reduced
550	DM Delphi Management Brookline, Massachusetts	$9.71M	-$283K	1	1.29%	Reduced