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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	BFIM Beese Fulmer Investment Management Canton, Ohio	$11.3M	+$156K	2	1.27%	Increased
577	Advisory Services Network Atlanta, Georgia	$11.2M	+$482K	4	0.36%	Increased
578	BBI Baxter Bros Inc Riverside, Connecticut	$11.2M	-$457K	2	1.79%	Reduced
579	GPSPJS General Pension Society PZU Joint Stock Warsaw, Poland	$11.2M	$0	1	3.56%	Maintained
580	DAM Delta Asset Management Memphis, Tennessee	$11.2M	+$127K	3	1.08%	Increased
581	Atlantic Union Bankshares Glen Allen, Virginia	$11.2M	-$316K	3	1.05%	Reduced
582	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$11.2M	+$189K	1	1.24%	Increased
583	SCA Stokes Capital Advisors Greenwood, South Carolina	$11.1M	+$669K	2	3.59%	Increased
584	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$10.9M	+$67.9K	2	1.79%	Increased
585	UMB Bank Kansas City, Missouri	$10.9M	-$65.9K	2	0.25%	Reduced
586	Capital Investment Advisors Atlanta, Georgia	$10.8M	-$64.8K	3	0.36%	Reduced
587	MP McDonald Partners Cleveland, Ohio	$10.8M	+$213K	2	2.53%	Increased
588	LW Linscomb Wealth Houston, Texas	$10.8M	+$466K	2	0.55%	Increased
589	CNC Canandaigua National Corp Canandaigua, New York	$10.7M	+$466K	3	1.74%	Increased
590	UBS O'Connor Chicago, Illinois	$10.7M	+$10.9M	1	0.08%	New
591	DWM Doyle Wealth Management St. Petersburg, Florida	$10.6M	+$189K	2	0.85%	Increased
592	AT Arden Trust Wilmington, Delaware	$10.6M	-$168K	3	1.81%	Reduced
593	AE Wealth Management Topeka, Kansas	$10.6M	+$432K	3	0.09%	Increased
594	PAM Peak Asset Management Louisville, Colorado	$10.6M	+$160K	1	2.6%	Increased
595	SAM Shell Asset Management The Hague, Netherlands	$10.6M	-$6.45M	6	0.24%	Reduced
596	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$10.5M	-$1.89M	3	0.1%	Reduced
597	Cerity Partners New York	$10.5M	+$1.09M	3	0.23%	Increased
598	Peregrine Capital Management Minneapolis, Minnesota	$10.4M	+$199K	1	0.22%	Increased
599	NCM Novare Capital Management Charlotte, North Carolina	$10.4M	-$73.8K	1	1.16%	Reduced
600	HWM Hohimer Wealth Management Seattle, Washington	$10.4M	-$49.1K	3	2.19%	Reduced