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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
551	BOIA Bush ODonnell Investment Advisors St Louis, Missouri	$8.31M	+$99K	1	4.85%	Increased
552	Intact Investment Management Montreal, Quebec, Canada	$8.3M	+$3.8M	3	0.34%	Increased
553	SouthState Corp Winter Haven, Florida	$8.3M	-$41.8K	2	1.27%	Reduced
554	Old National Bancorp Evansville, Indiana	$8.24M	+$4.53M	4	0.54%	Increased
555	RCM Royal Capital Management New York	$8.18M	-$818K	1	11.46%	Reduced
556	AHC Adell Harriman & Carpenter Houston, Texas	$8.17M	$0	1	2.25%	Maintained
557	BOK Bank of Kentucky Crestview Hills,, Kentucky	$8.14M	+$99.7K	2	1.8%	Increased
558	MBTD Mechanics Bank - Trust Department Walnut Creek, California	$8.14M	-$570K	2	2.47%	Reduced
559	EIM Emerson Investment Management Boston, Massachusetts	$8.09M	-$638K	1	1.6%	Reduced
560	Busey Bank Urbana, Illinois	$7.98M	-$91.9K	1	1.17%	Reduced
561	CAD Craig A. Drill	$7.95M	$0	1	11.32%	Maintained
562	OCM Olstein Capital Management Purchase, New York	$7.92M	+$3.49M	1	1.03%	Increased
563	EBSAM Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$7.92M	+$376K	1	2.36%	Increased
564	WC Woodstock Corp Boston, Massachusetts	$7.9M	+$216K	1	1.52%	Increased
565	HFS Haverford Financial Services Radnor, Pennsylvania	$7.89M	+$1.11M	1	3.54%	Increased
566	MPM Meritage Portfolio Management Overland Park, Kansas	$7.88M	-$72.6K	1	0.9%	Reduced
567	Rothschild & Co Asset Management US Stamford, Connecticut	$7.86M	-$30.1M	1	0.17%	Reduced
568	AEGON Asset Management (UK) Edinburgh, United Kingdom	$7.84M	-$18.4M	1	0.89%	Reduced
569	PIM Penobscot Investment Management Boston, Massachusetts	$7.82M	+$13.6K	3	2.6%	Increased
570	OA Oak Associates Akron, Ohio	$7.78M	-$266K	1	0.96%	Reduced
571	Central Trust Company Jefferson City, Missouri	$7.77M	+$165K	5	0.62%	Increased
572	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$7.75M	+$2.59M	3	0.69%	Increased
573	NC Northpointe Capital Bloomfield Hills, Michigan	$7.74M	-$1.37M	1	0.82%	Reduced
574	PAS Professional Advisory Services Vero Beach, Florida	$7.72M	+$295K	1	1.87%	Increased
575	Covington Capital Management Los Angeles, California	$7.72M	+$422K	1	0.71%	Increased