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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	CCB Country Club Bank Kansas City, Missouri	$14.4M	-$236K	1	1.25%	Reduced
552	New Mexico Educational Retirement Board Santa Fe, New Mexico	$14.2M	-$996K	5	0.77%	Reduced
553	LI LMCG Investments Boston, Massachusetts	$14.2M	-$170K	2	0.99%	Reduced
554	CB Cadence Bank Tupelo, Mississippi	$14.1M	+$35.7K	1	1.3%	Increased
555	Aquatic Capital Management Chicago, Illinois	$14.1M	+$7.45M	3	1.03%	Increased
556	SCA Stokes Capital Advisors Greenwood, South Carolina	$14M	-$533K	3	4.83%	Reduced
557	Cresset Asset Management Chicago, Illinois	$14M	+$388K	2	0.18%	Increased
558	PCM Palouse Capital Management Spokane, Washington	$13.9M	-$172K	1	0.96%	Reduced
559	DAC Dividend Assets Capital Ridgeland, South Carolina	$13.9M	-$297K	3	2.96%	Reduced
560	MCM Mattern Capital Management Lakewood, Colorado	$13.9M	-$19.5K	2	2.57%	Reduced
561	WBC Westpac Banking Corp Sydney, Australia	$13.9M	-$15.6M	2	0.21%	Reduced
562	WIC Willis Investment Counsel Gainesville, Georgia	$13.8M	$0	1	0.89%	Maintained
563	WCMNY Westchester Capital Management (New York) Valhalla, New York	$13.8M	+$12.2M	1	0.38%	New
564	OCM Olstein Capital Management Purchase, New York	$13.8M	+$977K	2	2.16%	Increased
565	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$13.8M	+$39.6K	2	3.81%	Increased
566	FAB First American Bank Dundee, Illinois	$13.8M	+$223K	2	1.32%	Increased
567	Johnson Investment Counsel Cincinnati, Ohio	$13.7M	-$227K	3	0.19%	Reduced
568	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$13.7M	+$12.8M	1	1.48%	New
569	TTWM TCV Trust & Wealth Management Richmond, Virginia	$13.7M	+$1.34M	2	1.55%	Increased
570	Fred Alger Management New York	$13.7M	-$647K	2	0.07%	Reduced
571	PWP Principle Wealth Partners Madison, Connecticut	$13.6M	-$532K	2	1.55%	Reduced
572	AHC Adell Harriman & Carpenter Houston, Texas	$13.6M	+$1.35M	2	1.57%	Increased
573	RCW Rheos Capital Works Tokyo, Japan	$13.6M	+$5.3M	3	0.82%	Increased
574	MIM Martin Investment Management Palm Beach Gardens, Florida	$13.6M	+$307K	2	4.26%	Increased
575	SouthState Corp Winter Haven, Florida	$13.5M	-$657K	4	1.25%	Reduced