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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	PWP Principle Wealth Partners Madison, Connecticut	$18.9M	+$63.5K	2	1.18%	Increased
552	Glenview Trust Louisville, Kentucky	$18.8M	+$37.9K	2	0.32%	Increased
553	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$18.7M	-$203K	3	0.6%	Reduced
554	CTA Chesley Taft & Associates Chicago, Illinois	$18.6M	+$2.91M	4	0.83%	Increased
555	Concurrent Investment Advisors Tampa, Florida	$18.5M	+$703K	3	0.36%	Increased
556	Choreo LLC Rockford, Illinois	$18.5M	+$670K	4	0.26%	Increased
557	BBI Baxter Bros Inc Riverside, Connecticut	$18.4M	-$882K	2	2.25%	Reduced
558	Williams Jones Wealth Management New York	$18.3M	+$307K	4	0.22%	Increased
559	Norinchukin Bank Tokyo, Japan	$18.2M	+$925K	3	0.27%	Increased
560	Apollon Wealth Management Mount Pleasant, South Carolina	$18.2M	+$1.12M	3	0.36%	Increased
561	HighPoint Advisor Group Downers Grove, Illinois	$18.1M	+$496K	3	0.96%	Increased
562	WC Whitney & Co Rochester, New York	$18.1M	+$39.4K	2	1.79%	Increased
563	BL BFSG LLC Irvine, California	$18.1M	-$56.8K	4	2.02%	Reduced
564	NPF Norris Perne & French Grand Rapids, Michigan	$18.1M	-$6.66M	2	1.26%	Reduced
565	Everett Harris & Co Los Angeles, California	$18.1M	+$47.4K	2	0.23%	Increased
566	FM Freemont Management Vaud, Switzerland	$18M	+$10.9M	2	2.7%	Increased
567	AP Atwood & Palmer Kansas City, Missouri	$18M	+$167K	4	1.12%	Increased
568	Savant Capital Rockford, Illinois	$18M	+$2.01M	5	0.13%	Increased
569	Farmers & Merchants Investments Inc Lincoln, Nebraska	$17.9M	+$751K	8	0.52%	Increased
570	Ethic Inc New York	$17.9M	+$2.39M	5	0.32%	Increased
571	LIM Lathrop Investment Management Little Rock, Arkansas	$17.8M	-$236K	1	3.37%	Reduced
572	First Horizon Advisors Memphis, Tennessee	$17.7M	-$84K	8	0.46%	Reduced
573	CA Cornerstone Advisors Asheville, North Carolina	$17.5M	+$1.17M	2	0.6%	Increased
574	Bragg Financial Advisors Charlotte, North Carolina	$17.5M	-$556K	1	0.63%	Reduced
575	DAM Delta Asset Management Memphis, Tennessee	$17.5M	-$225K	3	1.52%	Reduced