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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
576	Daiwa Securities Group Tokyo, Japan	$8.61M	-$7.37M	4	0.06%	Reduced
577	Busey Bank Urbana, Illinois	$8.56M	+$57.2K	1	1.16%	Increased
578	Cullen/Frost Bankers San Antonio, Texas	$8.55M	-$5.41K	2	0.32%	Reduced
579	FNB First Niagara Bank Lockport, New York	$8.5M	-$366K	2	1.91%	Reduced
580	PIM Penobscot Investment Management Boston, Massachusetts	$8.49M	+$140K	3	2.63%	Increased
581	KFS Kurt F. Somerville	$8.48M	+$507K	1	1.96%	Increased
582	WC Woodstock Corp Boston, Massachusetts	$8.48M	+$77K	1	1.6%	Increased
583	Smith Salley Wealth Management Greensboro, North Carolina	$8.42M	-$1.17M	2	2.14%	Reduced
584	GJIC Gamble Jones Investment Counsel Pasadena, California	$8.41M	+$19.1K	2	0.87%	Increased
585	Cohen & Steers New York	$8.41M	$0	1	0.03%	Maintained
586	M MOTCO San Antonio, Texas	$8.38M	+$26.6K	3	0.96%	Increased
587	CC Cipher Capital New York	$8.32M	+$6.28M	1	1.14%	Increased
588	AHC Adell Harriman & Carpenter Houston, Texas	$8.31M	+$186K	1	2.14%	Increased
589	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$8.29M	-$69.6K	1	1.67%	Reduced
590	CAM Cypress Asset Management Houston, Texas	$8.21M	+$421K	2	1.54%	Increased
591	ECM Exchange Capital Management Ann Arbor, Michigan	$8.17M	-$68.2K	2	3.33%	Reduced
592	BFO Boston Family Office Boston, Massachusetts	$8.17M	-$455K	1	1.03%	Reduced
593	PAS Professional Advisory Services Vero Beach, Florida	$8.15M	+$164K	1	1.95%	Increased
594	WIC Willis Investment Counsel Gainesville, Georgia	$8.14M	+$1.64M	1	0.77%	Increased
595	SouthState Corp Winter Haven, Florida	$8.13M	-$339K	1	1.13%	Reduced
596	AAM Ardevora Asset Management London, United Kingdom	$8.11M	+$414K	1	1.41%	Increased
597	Kornitzer Capital Management Shawnee Mission, Kansas	$8.1M	-$56.2K	1	0.11%	Reduced
598	EIM Emerson Investment Management Boston, Massachusetts	$8.09M	-$111K	1	1.51%	Reduced
599	NC Northpointe Capital Bloomfield Hills, Michigan	$8.06M	-$1.52M	1	0.95%	Reduced
600	Covington Capital Management Los Angeles, California	$8.04M	+$80.3K	1	0.72%	Increased