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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	JWM JGP Wealth Management Bend, Oregon	$13.8M	+$144K	3	2.99%	Increased
527	Thornburg Investment Management Santa Fe, New Mexico	$13.8M	-$3.04M	1	0.17%	Reduced
528	HI Hendershot Investments Centreville, Virginia	$13.8M	-$172K	2	2.6%	Reduced
529	IP Interval Partners New York	$13.7M	-$1.48M	1	0.55%	Reduced
530	ArrowMark Colorado Holdings Denver, Colorado	$13.6M	$0	1	0.11%	Maintained
531	Venture Visionary Partners Sylvania, Ohio	$13.5M	+$672K	2	0.96%	Increased
532	Weiss Multi-Strategy Advisers New York	$13.5M	+$832K	2	0.29%	Increased
533	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$13.5M	+$253K	2	2.35%	Increased
534	TAM Taurus Asset Management New York	$13.5M	-$2.14M	2	1.4%	Reduced
535	SCA Snowden Capital Advisors New York	$13.5M	+$417K	4	0.67%	Increased
536	SouthState Corp Winter Haven, Florida	$13.4M	+$558K	4	1.13%	Increased
537	WC Woodstock Corp Boston, Massachusetts	$13.4M	-$80K	1	1.56%	Reduced
538	Kentucky Retirement Systems Frankfort, Kentucky	$13.4M	+$32.4K	3	0.63%	Increased
539	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$13.4M	-$684K	3	0.21%	Reduced
540	SCM SKBA Capital Management San Francisco, California	$13.3M	+$111K	1	2.64%	Increased
541	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$13.2M	+$347K	2	2.17%	Increased
542	PP Patten & Patten Chattanooga, Tennessee	$13.2M	-$145K	3	1.01%	Reduced
543	Xponance Philadelphia, Pennsylvania	$13.1M	-$1.18M	5	0.25%	Reduced
544	WCM Windward Capital Management Los Angeles, California	$13M	+$73.5K	1	1.2%	Increased
545	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$13M	-$94.5K	2	1.11%	Reduced
546	Jones Financial Companies Des Peres, Missouri	$12.9M	-$135K	4	0.02%	Reduced
547	LBC Lowe Brockenbrough & Co Richmond, Virginia	$12.9M	-$426K	4	1.01%	Reduced
548	CCT Country Club Trust Kansas City, Missouri	$12.9M	-$4.28K	1	1.11%	Reduced
549	Cullen/Frost Bankers San Antonio, Texas	$12.7M	-$1.85M	4	0.26%	Reduced
550	GCIA Gabelli & Co Investment Advisers Rye, New York	$12.7M	+$714K	1	1.54%	Increased