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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	Washington Trust Westerly, Rhode Island	$10.4M	+$10.3M	4	0.38%	Increased
527	Johnson Investment Counsel Cincinnati, Ohio	$10.3M	-$461K	3	0.19%	Reduced
528	Busey Bank Urbana, Illinois	$10.3M	+$9.9M	3	0.66%	Increased
529	SST S Squared Technology New York	$10.3M	-$924K	1	7.63%	Reduced
530	PAM Private Asset Management San Diego, California	$10.2M	+$95.7K	1	1.69%	Increased
531	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$10.2M	-$871K	1	0.54%	Reduced
532	AP Archon Partners Princeton Junction, New Jersey	$10M	$0	1	1.58%	Maintained
533	FBA Front Barnett Associates Chicago, Illinois	$10M	+$735K	2	1.37%	Increased
534	CAM ClariVest Asset Management San Diego, California	$9.97M	-$10.4M	1	0.33%	Reduced
535	HFS Haverford Financial Services Radnor, Pennsylvania	$9.97M	+$102K	1	3.07%	Increased
536	First Allied Advisory Services San Diego, California	$9.93M	+$4.46M	4	0.33%	Increased
537	Bridgeway Capital Management Houston, Texas	$9.9M	-$779K	2	0.23%	Reduced
538	ZWJ Investment Counsel Atlanta, Georgia	$9.87M	+$514K	3	0.79%	Increased
539	SouthState Corp Winter Haven, Florida	$9.84M	+$1.8M	2	1.03%	Increased
540	PTC Private Trust Company Cleveland, Ohio	$9.75M	+$1.27M	4	1.88%	Increased
541	Picton Mahoney Asset Management Toronto, Ontario, Canada	$9.71M	-$4.8M	1	0.54%	Reduced
542	RFA Reilly Financial Advisors La Mesa, California	$9.67M	+$3.17M	3	1.04%	Increased
543	Grimes & Company Westborough, Massachusetts	$9.62M	+$549K	2	0.62%	Increased
544	LBC Lowe Brockenbrough & Co Richmond, Virginia	$9.6M	+$504K	4	1.19%	Increased
545	WCM Windward Capital Management Los Angeles, California	$9.54M	-$39.6K	1	0.96%	Reduced
546	TI TT International London, United Kingdom	$9.53M	+$9.84M	1	0.49%	New
547	Curi RMB Capital Chicago, Illinois	$9.46M	-$2.66M	2	0.41%	Reduced
548	TCM Tygh Capital Management Portland, Oregon	$9.4M	+$2.69M	1	1.78%	Increased
549	FBP Flippin Bruce & Porter Lynchburg, Virginia	$9.4M	+$5.86M	1	2.11%	Increased
550	AL Arnhold LLC New York	$9.36M	+$677K	1	1.38%	Increased