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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	KBC Group Brussels, Belgium	$12.1M	+$93.8K	4	0.04%	Increased
552	SouthState Corp Winter Haven, Florida	$12.1M	+$55.6K	4	1.03%	Increased
553	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$12M	-$1.24M	1	0.75%	Reduced
554	CB Cadence Bank Tupelo, Mississippi	$12M	+$21.6K	1	0.97%	Increased
555	PCA Private Capital Advisors Darien, Connecticut	$11.9M	-$219K	2	1.82%	Reduced
556	AGA Altrinsic Global Advisors Stamford, Connecticut	$11.9M	-$566K	1	0.5%	Reduced
557	FTIS First Trust Investment Solutions Naples, Florida	$11.8M	+$11.1M	3	2.45%	New
558	HighPoint Advisor Group Downers Grove, Illinois	$11.8M	+$10.6M	3	0.84%	New
559	Wedge Capital Management Charlotte, North Carolina	$11.7M	-$1.26M	3	0.21%	Reduced
560	PWP Principle Wealth Partners Madison, Connecticut	$11.6M	-$78K	2	1%	Reduced
561	MPM Mountaineer Partners Management New York	$11.6M	+$2.02M	1	5.89%	Increased
562	GCC Game Creek Capital Boston, Massachusetts	$11.6M	+$962K	1	4.86%	Increased
563	RBA Richard Bernstein Advisors New York	$11.5M	-$1.86M	3	0.26%	Reduced
564	Channing Capital Management Chicago, Illinois	$11.5M	-$956K	2	0.34%	Reduced
565	Williams Jones Wealth Management New York	$11.5M	-$2.55M	3	0.16%	Reduced
566	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$11.3M	-$169K	2	0.91%	Reduced
567	TTWM TCV Trust & Wealth Management Richmond, Virginia	$11.3M	-$95.1K	2	1.14%	Reduced
568	PAM Peak Asset Management Louisville, Colorado	$11.3M	+$451K	1	2.49%	Increased
569	Apollon Wealth Management Mount Pleasant, South Carolina	$11.3M	+$3.46M	4	0.39%	Increased
570	DAM Delta Asset Management Memphis, Tennessee	$11.2M	-$60.7K	3	1.07%	Reduced
571	FAB First American Bank Dundee, Illinois	$11.2M	-$533K	2	0.94%	Reduced
572	DP DDD Partners Bellevue, Washington	$11.2M	+$10.5M	1	1.51%	New
573	DAC Dividend Assets Capital Ridgeland, South Carolina	$11.2M	-$915K	3	2.2%	Reduced
574	Advisory Services Network Atlanta, Georgia	$11.2M	-$874K	7	0.27%	Reduced
575	SCM Sandler Capital Management New York	$11.2M	+$10.5M	1	0.92%	New