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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	Gradient Investments Arden Hills, Minnesota	$13.3M	+$915K	4	0.41%	Increased
527	BCM Barometer Capital Management Toronto, Ontario, Canada	$13.3M	+$11M	1	5.49%	Increased
528	AP Appleton Partners Boston, Massachusetts	$13.2M	-$58.1K	2	1.32%	Reduced
529	Davis Selected Advisers Tucson, Arizona	$13.2M	-$64.4K	1	0.09%	Reduced
530	Williams Jones Wealth Management New York	$13.1M	+$69.4K	3	0.23%	Increased
531	Venture Visionary Partners Sylvania, Ohio	$13.1M	+$271K	2	1.06%	Increased
532	Anchor Capital Advisors Boston, Massachusetts	$13.1M	-$2.27M	1	0.36%	Reduced
533	PAM Private Asset Management San Diego, California	$13.1M	-$402K	1	2.31%	Reduced
534	LCM LVM Capital Management Portage, Michigan	$13.1M	-$45.7K	2	2%	Reduced
535	New Mexico Educational Retirement Board Santa Fe, New Mexico	$13M	-$1.16M	5	0.71%	Reduced
536	WhitTier Trust Company Reno, Nevada	$13M	+$1.28M	5	0.56%	Increased
537	GCIA Gabelli & Co Investment Advisers Rye, New York	$13M	-$666K	1	1.69%	Reduced
538	BFIM Beese Fulmer Investment Management Canton, Ohio	$13M	+$256K	2	1.75%	Increased
539	Vanguard Personalized Indexing Management Oakland, California	$13M	+$218K	4	0.59%	Increased
540	PP Patten & Patten Chattanooga, Tennessee	$12.8M	+$161K	3	1.22%	Increased
541	ECG Edge Capital Group Atlanta, Georgia	$12.8M	+$155K	3	1.05%	Increased
542	Synovus Financial Columbus, Georgia	$12.7M	-$153K	3	0.16%	Reduced
543	GJIC Gamble Jones Investment Counsel Pasadena, California	$12.6M	-$286K	2	1.03%	Reduced
544	HB Wealth Management Atlanta, Georgia	$12.6M	+$1.54M	4	0.27%	Increased
545	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$12.6M	+$48.9K	2	3.44%	Increased
546	IGGA Iron Gate Global Advisors Nsl, Utah	$12.6M	+$13.7M	1	3.52%	New
547	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$12.5M	-$305K	3	0.2%	Reduced
548	EP Wealth Advisors Torrance, California	$12.4M	-$36.8M	1	0.28%	Reduced
549	WCM Windward Capital Management Los Angeles, California	$12.4M	+$25.8K	1	1.41%	Increased
550	MCM Mattern Capital Management Lakewood, Colorado	$12.4M	-$46.8K	2	2.59%	Reduced