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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	CWM Connecticut Wealth Management Farmington, Connecticut	$29.8M	-$1.14M	1	1.25%	Reduced
527	CK Cohen Klingenstein New York	$29.8M	$0	1	0.96%	Maintained
528	Horizon Investments Charlotte, North Carolina	$29.8M	-$5.8M	5	0.33%	Reduced
529	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$29.7M	+$532K	8	0.52%	Increased
530	CA CapWealth Advisors Franklin, Tennessee	$29.7M	-$1.3M	1	2.2%	Reduced
531	Apollon Wealth Management Mount Pleasant, South Carolina	$29.5M	+$2.19M	4	0.48%	Increased
532	Central Trust Company Jefferson City, Missouri	$29.1M	+$522K	7	0.57%	Increased
533	SummitTX Capital Fort Worth, Texas	$28.9M	+$27.9M	4	0.9%	Increased
534	OWIM Old West Investment Management Los Angeles, California	$28.8M	+$22.8M	5	3.13%	Increased
535	IGGA Iron Gate Global Advisors Nsl, Utah	$28.7M	-$932K	1	3.04%	Reduced
536	FVCM F&V Capital Management Boca Raton, Florida	$28.6M	-$264K	1	6.04%	Reduced
537	Williams Jones Wealth Management New York	$28.3M	+$125K	3	0.35%	Increased
538	IEQ Capital Foster City, California	$28.2M	-$10.8M	3	0.13%	Reduced
539	Summit Trail Advisors New York	$28.1M	+$6.63M	7	0.4%	Increased
540	LCM LVM Capital Management Portage, Michigan	$28M	-$154K	2	2.65%	Reduced
541	WC Woodstock Corp Boston, Massachusetts	$28M	-$707K	1	2.49%	Reduced
542	SLG Stanley-Laman Group Berwyn, Pennsylvania	$28M	+$1.4M	3	3.44%	Increased
543	SCS Capital Management Boston, Massachusetts	$28M	-$13.7M	3	0.3%	Reduced
544	Walleye Trading New York	$27.9M	+$7.2M	5	0.05%	Increased
545	First National Bank of Omaha Omaha, Nebraska	$27.9M	-$609K	1	0.86%	Reduced
546	Shelton Capital Management Denver, Colorado	$27.9M	+$4.43M	4	0.61%	Increased
547	Johnson Investment Counsel Cincinnati, Ohio	$27.8M	-$1.59M	3	0.23%	Reduced
548	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$27.7M	+$495K	2	2.68%	Increased
549	Brevan Howard Capital Management St. Helier, Jersey	$27.6M	+$18.6M	7	0.24%	Increased
550	Capital Investment Advisors Atlanta, Georgia	$27.6M	-$359K	3	0.4%	Reduced