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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	CA Capitolis Advisors New York	$12.4M	$0	1	0.88%	Maintained
552	NewEdge Advisors New Orleans, Louisiana	$12.4M	-$1.19M	3	0.2%	Reduced
553	CTI Community Trust & Investment Versailles, Kentucky	$12.4M	+$161K	1	1.18%	Increased
554	MFS Mirabella Financial Services London, United Kingdom	$12.4M	-$919K	2	1.28%	Reduced
555	KCM Kanawha Capital Management Richmond, Virginia	$12.3M	+$267K	3	1.35%	Increased
556	LI LMCG Investments Boston, Massachusetts	$12.3M	-$140K	2	0.9%	Reduced
557	UMB Bank Kansas City, Missouri	$12.3M	-$505K	4	0.21%	Reduced
558	MAM Meeder Asset Management Dublin, Ohio	$12.2M	-$4.8M	6	0.71%	Reduced
559	Jones Financial Companies Des Peres, Missouri	$12.2M	-$49.7K	3	0.02%	Reduced
560	MIM Martin Investment Management Palm Beach Gardens, Florida	$12.2M	-$33.5K	2	4.26%	Reduced
561	Cullen/Frost Bankers San Antonio, Texas	$12.1M	-$14.1K	5	0.28%	Reduced
562	Capital Investment Advisors Atlanta, Georgia	$12.1M	+$1.12M	3	0.41%	Increased
563	DIA Davidson Investment Advisors Great Falls, Montana	$12.1M	+$468K	1	1.01%	Increased
564	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$12M	+$12M	2	1.51%	Increased
565	Johnson Investment Counsel Cincinnati, Ohio	$12M	-$109K	3	0.18%	Reduced
566	Advisory Services Network Atlanta, Georgia	$12M	-$614K	5	0.42%	Reduced
567	Cresset Asset Management Chicago, Illinois	$12M	+$19.5K	3	0.15%	Increased
568	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$11.9M	+$2.2M	3	0.7%	Increased
569	CCB Country Club Bank Kansas City, Missouri	$11.9M	-$77.3K	1	1.14%	Reduced
570	KBC Group Brussels, Belgium	$11.9M	-$62.6K	4	0.06%	Reduced
571	Winton Group London, United Kingdom	$11.9M	+$6.35M	4	0.78%	Increased
572	Allianz Asset Management Munich, Germany	$11.8M	-$1.88M	1	0.02%	Reduced
573	MCM Mill Capital Management Concord, North Carolina	$11.8M	+$378K	1	1.38%	Increased
574	NPF Norris Perne & French Grand Rapids, Michigan	$11.8M	+$144K	2	1.22%	Increased
575	SAI Systematic Alpha Investments Princeton, New Jersey	$11.8M	$0	2	0.71%	Maintained