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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	NCM Narwhal Capital Management Marietta, Georgia	$9.28M	-$26.9K	2	2.3%	Reduced
577	DY Dowling & Yahnke San Diego, California	$9.19M	+$124K	2	0.93%	Increased
578	FSA Franklin Street Advisors Chapel Hill, North Carolina	$9.15M	+$352K	2	1.5%	Increased
579	Smith Salley Wealth Management Greensboro, North Carolina	$9.11M	+$98K	2	1.74%	Increased
580	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$9.1M	-$4.04M	5	0.5%	Reduced
581	M MOTCO San Antonio, Texas	$9.1M	-$35.7K	2	0.93%	Reduced
582	MC Moors & Cabot Boston, Massachusetts	$9.09M	+$1.12M	5	1.31%	Increased
583	FBP Flippin Bruce & Porter Lynchburg, Virginia	$9.07M	-$87K	1	2%	Reduced
584	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$9.07M	+$82.3K	1	1.78%	Increased
585	GIA Granite Investment Advisors Concord, New Hampshire	$9.04M	-$134K	1	1.64%	Reduced
586	PTC Private Trust Company Cleveland, Ohio	$9M	-$1.86M	2	1.96%	Reduced
587	QCMC Quantum Capital Management (California) San Francisco, California	$8.96M	-$494K	3	2.12%	Reduced
588	SSB Sandy Spring Bank Olney, Maryland	$8.92M	+$394K	3	0.85%	Increased
589	Steward Partners Investment Advisory New York	$8.89M	+$69.6K	5	0.91%	Increased
590	Cookson Peirce & Co Pittsburgh, Pennsylvania	$8.89M	-$400K	1	0.92%	Reduced
591	Livforsakringsbolaget Skandia Stockholm, Sweden	$8.89M	-$2.3M	3	0.8%	Reduced
592	DIA Davidson Investment Advisors Great Falls, Montana	$8.88M	+$2.58M	1	0.96%	Increased
593	RAM RK Asset Management Grosse Pointe Farms, Michigan	$8.75M	-$519K	1	7.62%	Reduced
594	Whittier Trust South Pasadena, California	$8.74M	+$120K	5	0.32%	Increased
595	WPIC White Pine Investment Company Livonia, Michigan	$8.7M	+$26.3K	2	4.62%	Increased
596	HFS Haverford Financial Services Radnor, Pennsylvania	$8.67M	-$46.4K	1	3.39%	Reduced
597	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$8.58M	-$207K	1	2.7%	Reduced
598	Brown Brothers Harriman & Co New York	$8.48M	-$338K	3	0.05%	Reduced
599	VV Verity & Verity Beaufort, South Carolina	$8.48M	+$81.6K	1	2.47%	Increased
600	LBC Lowe Brockenbrough & Co Richmond, Virginia	$8.44M	+$405K	2	1.29%	Increased