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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	DWM Doyle Wealth Management St. Petersburg, Florida	$11.7M	+$28.4K	3	1.01%	Increased
577	FA FDx Advisors Chicago, Illinois	$11.7M	+$153K	3	0.52%	Increased
578	SG Americas Securities New York	$11.6M	+$1.85M	6	0.14%	Increased
579	CAC Core Alternative Capital Peachtree Corners, Georgia	$11.6M	+$4.66M	3	1.85%	Increased
580	CCP Corient Capital Partners Newport Beach, California	$11.6M	$0	4	0.87%	Maintained
581	PWP Principle Wealth Partners Madison, Connecticut	$11.6M	+$76.4K	2	1.09%	Increased
582	WC Woodstock Corp Boston, Massachusetts	$11.6M	-$107K	1	1.72%	Reduced
583	HWAM Hennion & Walsh Asset Management Parsippany, New Jersey	$11.6M	+$210K	3	0.76%	Increased
584	FVCM F&V Capital Management Boca Raton, Florida	$11.5M	+$70.1K	1	4.44%	Increased
585	FAB First American Bank Dundee, Illinois	$11.4M	+$346K	2	1.19%	Increased
586	CNC Canandaigua National Corp Canandaigua, New York	$11.4M	+$1.76M	3	2.03%	Increased
587	CB Cadence Bank Tupelo, Mississippi	$11.4M	+$3.15M	1	1.18%	Increased
588	Citizens Financial Group Providence, Rhode Island	$11.4M	-$30.6K	3	0.51%	Reduced
589	Vestmark Advisory Solutions Wakefield, Massachusetts	$11.4M	+$789K	3	0.64%	Increased
590	FTCM Fir Tree Capital Management New York	$11.4M	+$12M	1	0.38%	New
591	ACP Ashfield Capital Partners San Francisco, California	$11.3M	-$150K	2	0.95%	Reduced
592	OCM Olstein Capital Management Purchase, New York	$11.3M	+$453K	2	1.89%	Increased
593	AHB Abner Herrman & Brock Jersey City, New Jersey	$11.3M	-$2.56M	1	2.06%	Reduced
594	WIC Willis Investment Counsel Gainesville, Georgia	$11.2M	-$1.75M	1	0.81%	Reduced
595	APA American Portfolios Advisors Holbrook, New York	$11.2M	+$3.89M	6	0.48%	Increased
596	CM Crestline Management Fort Worth, Texas	$11.2M	-$2.46M	1	1.51%	Reduced
597	BCP Blue Chip Partners Farmington Hills, Michigan	$11.2M	+$360K	2	1.53%	Increased
598	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$11.1M	-$1.17M	1	2.07%	Reduced
599	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$11M	+$4.81M	3	0.91%	Increased
600	F.L. Putnam Investment Management Lynnfield, Massachusetts	$11M	+$4.35M	3	0.43%	Increased