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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	CCT Country Club Trust Kansas City, Missouri	$11.4M	+$456K	1	1.07%	Increased
577	RCM Ratan Capital Management Miami Beach, Florida	$11.3M	+$365K	1	1.24%	Increased
578	KCM Kanawha Capital Management Richmond, Virginia	$11.2M	-$6.86K	2	1.09%	Reduced
579	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$11.2M	-$981K	2	0.12%	Reduced
580	Engineers Gate Manager New York	$11.1M	-$4.25M	5	0.55%	Reduced
581	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$11.1M	-$526K	1	1.52%	Reduced
582	AP Archon Partners Princeton Junction, New Jersey	$11.1M	-$79.9K	1	1.55%	Reduced
583	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$11M	+$797K	1	2.05%	Increased
584	SouthState Corp Winter Haven, Florida	$11M	+$708K	2	1.03%	Increased
585	RAM RK Asset Management Grosse Pointe Farms, Michigan	$11M	+$10.9M	2	9.8%	New
586	WAM Winslow Asset Management Beachwood, Ohio	$11M	-$7.31M	1	2.22%	Reduced
587	STB S&T Bank Indiana, Pennsylvania	$10.9M	+$2.73M	1	1.78%	Increased
588	Cetera Advisor Networks El Segundo, California	$10.9M	+$602K	3	0.23%	Increased
589	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$10.9M	-$3.19M	5	0.19%	Reduced
590	GIM Grassi Investment Management Santa Clara, California	$10.7M	-$129K	2	1.22%	Reduced
591	WIC Willis Investment Counsel Gainesville, Georgia	$10.7M	$0	1	0.65%	Maintained
592	TC TownSquare Capital Provo, Utah	$10.7M	+$1.2M	1	0.42%	Increased
593	IPAM ICICI Prudential Asset Management Mumbai, India	$10.7M	+$1.69M	2	5.5%	Increased
594	ArrowMark Colorado Holdings Denver, Colorado	$10.7M	+$8.55M	1	0.08%	New
595	HR Howe & Rusling Rochester, New York	$10.7M	+$50K	3	1.45%	Increased
596	AF Ally Financial Detroit, Michigan	$10.7M	+$2.36M	2	1.02%	Increased
597	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$10.7M	+$2.45M	3	0.79%	Increased
598	Citizens Financial Group Providence, Rhode Island	$10.7M	+$34.3K	3	0.56%	Increased
599	VIP Vantage Investment Partners Kansas City, Missouri	$10.7M	+$186K	1	0.52%	Increased
600	People's United Financial Bridgeport, Connecticut	$10.7M	+$471K	3	0.25%	Increased