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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	Vestcor Inc Fredericton, New Brunswick, Canada	$14M	+$1.54M	5	0.47%	Increased
552	PAS Point72 Asia (Singapore) Singapore	$14M	+$13.9M	5	2.92%	Increased
553	OCM Olstein Capital Management Purchase, New York	$14M	-$4.01M	2	2.49%	Reduced
554	MIM Marco Investment Management Atlanta, Georgia	$13.9M	+$182K	3	1.28%	Increased
555	SouthState Corp Winter Haven, Florida	$13.8M	+$157K	4	1.01%	Increased
556	DP DDD Partners Bellevue, Washington	$13.8M	+$158K	1	1.6%	Increased
557	MCM Mill Capital Management Concord, North Carolina	$13.7M	+$320K	1	1.13%	Increased
558	VAS Valicenti Advisory Services Elmira, New York	$13.7M	-$252K	2	3.68%	Reduced
559	BL BFSG LLC Irvine, California	$13.7M	-$214K	4	1.74%	Reduced
560	PAM Peak Asset Management Louisville, Colorado	$13.7M	+$35.2K	1	2.68%	Increased
561	TS Tamar Securities Woodland Hills, California	$13.6M	-$1.63M	1	2.21%	Reduced
562	Atlantic Union Bankshares Glen Allen, Virginia	$13.5M	+$7.14M	3	0.84%	Increased
563	Dakota Wealth Management Palm Beach Gardens, Florida	$13.5M	+$18.3K	3	0.32%	Increased
564	IEQ Capital Foster City, California	$13.4M	+$1.13M	3	0.18%	Increased
565	Choreo LLC Rockford, Illinois	$13.3M	+$8.75M	3	0.22%	Increased
566	Atria Investments Charlotte, North Carolina	$13.3M	+$2.4M	6	0.17%	Increased
567	HFS Haverford Financial Services Radnor, Pennsylvania	$13.2M	-$2.27M	1	3.97%	Reduced
568	AMG National Trust Bank Greenwood Village, Colorado	$13.2M	+$652K	2	0.36%	Increased
569	Bridgewater Associates Westport, Connecticut	$13.2M	-$9.65M	3	0.07%	Reduced
570	DAM Delta Asset Management Memphis, Tennessee	$13.2M	-$120K	3	1.19%	Reduced
571	JA JLB & Associates Plymouth, Michigan	$13.2M	-$84.5K	1	1.78%	Reduced
572	First National Trust Hermitage, Pennsylvania	$13.2M	-$1.61M	3	0.54%	Reduced
573	PWP Principle Wealth Partners Madison, Connecticut	$13.2M	-$243K	2	1%	Reduced
574	SCA Stokes Capital Advisors Greenwood, South Carolina	$13.1M	+$501K	3	3.63%	Increased
575	Shelton Capital Management Denver, Colorado	$12.8M	+$4.01M	4	0.35%	Increased