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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	DBT Dubuque Bank & Trust Dubuque, Iowa	$8.68M	+$8.66M	2	1.27%	Increased
577	RA RiverPark Advisors New York	$8.67M	+$3.37M	1	1.95%	Increased
578	VAS Valicenti Advisory Services Elmira, New York	$8.63M	+$849K	2	3.21%	Increased
579	Cetera Advisor Networks El Segundo, California	$8.6M	+$241K	3	0.22%	Increased
580	CNC Canandaigua National Corp Canandaigua, New York	$8.59M	-$411K	3	1.52%	Reduced
581	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$8.58M	-$1.33M	1	1.32%	Reduced
582	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$8.55M	+$197K	2	3.54%	Increased
583	BIA Barry Investment Advisors New Bedford, Massachusetts	$8.53M	+$8.75M	1	2.93%	Increased
584	CA Cullinan Associates Louisville, Kentucky	$8.52M	+$1.26M	2	0.55%	Increased
585	TNB Thomasville National Bank Thomasville, Georgia	$8.52M	-$159K	1	1.28%	Reduced
586	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$8.43M	+$238K	4	0.46%	Increased
587	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$8.43M	+$2.4M	3	0.06%	Increased
588	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$8.41M	+$103K	1	1.18%	Increased
589	1M 13D Management New York	$8.37M	+$105K	1	3.69%	Increased
590	People's United Financial Bridgeport, Connecticut	$8.35M	+$1.31M	3	0.23%	Increased
591	KCM Kanawha Capital Management Richmond, Virginia	$8.35M	+$173K	2	0.96%	Increased
592	Heritage Wealth Advisors Richmond, Virginia	$8.35M	+$390K	4	1.08%	Increased
593	SCA Snowden Capital Advisors New York	$8.32M	+$787K	3	0.67%	Increased
594	Jones Financial Companies Des Peres, Missouri	$8.25M	+$489K	1	0.02%	Increased
595	CCT Country Club Trust Kansas City, Missouri	$8.24M	-$224K	1	0.94%	Reduced
596	GIM Grassi Investment Management Santa Clara, California	$8.23M	-$8.47M	2	1.17%	Reduced
597	Capital Analysts LLC Fort Washington, Pennsylvania	$8.22M	+$315K	4	0.78%	Increased
598	PFS Investments Duluth, Georgia	$8.21M	+$889K	3	0.27%	Increased
599	Perpetual Ltd Sydney, New South Wales, Australia	$8.19M	-$3.67M	3	0.59%	Reduced
600	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$8.17M	-$596K	2	1.79%	Reduced