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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	HFS Haverford Financial Services Radnor, Pennsylvania	$9.86M	-$97.3K	1	4.06%	Reduced
527	GW & Wade Wellesley, Massachusetts	$9.82M	+$4.15M	1	1.29%	Increased
528	FM Foster & Motley Cincinnati, Ohio	$9.73M	-$411K	2	1.77%	Reduced
529	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$9.7M	+$6.88M	2	1.13%	Increased
530	Glenview Trust Louisville, Kentucky	$9.68M	-$611K	1	0.76%	Reduced
531	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$9.66M	-$6.6K	1	1.74%	Reduced
532	SAM Strategy Asset Managers Pasadena, California	$9.66M	-$179K	3	2.1%	Reduced
533	SIM Sentry Investment Management Stevens Point, Wisconsin	$9.64M	-$481K	3	0.39%	Reduced
534	WC Woodstock Corp Boston, Massachusetts	$9.57M	-$108K	1	1.93%	Reduced
535	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$9.55M	+$99.8K	2	2.82%	Increased
536	NB NBT Bank Norwich, New York	$9.49M	+$69.3K	1	1.57%	Increased
537	BPCA Bank Pictet & Cie (Asia) Singapore	$9.43M	+$669K	1	4.27%	Increased
538	Cohen & Steers New York	$9.42M	-$508K	2	0.03%	Reduced
539	KFS Kurt F. Somerville	$9.41M	+$8.21K	1	1.99%	Increased
540	GIA Granite Investment Advisors Concord, New Hampshire	$9.4M	+$1.77M	1	1.67%	Increased
541	Truist Financial Charlotte, North Carolina	$9.4M	-$3.55M	4	0.19%	Reduced
542	First Merchants Corp Muncie, Indiana	$9.36M	+$158K	2	2.61%	Increased
543	MIM Martin Investment Management Palm Beach Gardens, Florida	$9.26M	-$3.94M	1	2.62%	Reduced
544	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$9.25M	-$876K	3	2.88%	Reduced
545	Cullen Capital Management New York	$9.17M	-$791K	1	0.32%	Reduced
546	Cullen/Frost Bankers San Antonio, Texas	$9.13M	+$707K	2	0.31%	Increased
547	NIM Northeast Investment Management Boston, Massachusetts	$9.11M	+$632K	1	0.85%	Increased
548	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$9.1M	-$225K	3	0.09%	Reduced
549	PAM Palisade Asset Management Minneapolis, Minnesota	$9.08M	+$43.4K	1	1.67%	Increased
550	PTC Private Trust Company Cleveland, Ohio	$9.02M	-$1.48M	2	2.09%	Reduced