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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	AHB Abner Herrman & Brock Jersey City, New Jersey	$13.5M	-$370K	1	2.07%	Reduced
577	GIP Granite Investment Partners El Segundo, California	$13.5M	-$2.16M	2	0.56%	Reduced
578	First Eagle Investment Management New York	$13.4M	$0	1	0.04%	Maintained
579	LW Linscomb Wealth Houston, Texas	$13.4M	+$901K	2	0.68%	Increased
580	TC TwinBeech Capital Purchase, New York	$13.4M	-$12.6M	1	0.25%	Reduced
581	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$13.3M	+$11.5M	1	0.08%	Increased
582	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$13.3M	+$32.2K	2	1.18%	Increased
583	GCIA Gabelli & Co Investment Advisers Rye, New York	$13.3M	-$4.35M	1	2.83%	Reduced
584	NL NWAM LLC Mercer Island, Washington	$13.3M	+$437K	3	1.18%	Increased
585	CNC Canandaigua National Corp Canandaigua, New York	$13.2M	-$234K	3	2.24%	Reduced
586	CTI Community Trust & Investment Versailles, Kentucky	$13.2M	-$1.92M	1	1.2%	Reduced
587	LIM Lathrop Investment Management Little Rock, Arkansas	$13.1M	+$518K	1	2.9%	Increased
588	AF Alerus Financial Grand Forks, North Dakota	$13.1M	+$5.31M	2	1.2%	Increased
589	PR Payden & Rygel Los Angeles, California	$13M	-$11.5M	1	0.69%	Reduced
590	DAM Delta Asset Management Memphis, Tennessee	$13M	+$99.5K	3	1.41%	Increased
591	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$12.9M	-$511K	4	0.95%	Reduced
592	Nicholas Company Milwaukee, Wisconsin	$12.8M	-$1.25M	1	0.27%	Reduced
593	VIP Vantage Investment Partners Kansas City, Missouri	$12.7M	+$306K	1	1.97%	Increased
594	Sigma Planning Corp Ann Arbor, Michigan	$12.7M	+$5.32M	4	0.45%	Increased
595	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$12.6M	-$21.7K	1	3.48%	Reduced
596	AC Albar Capital London, United Kingdom	$12.6M	+$6.24M	2	4.72%	Increased
597	CAC Core Alternative Capital Peachtree Corners, Georgia	$12.6M	+$997K	3	1.61%	Increased
598	LSA L & S Advisors Los Angeles, California	$12.6M	+$1.26M	2	2.32%	Increased
599	Allstate Corporation Northbrook, Illinois	$12.4M	+$139K	3	0.38%	Increased
600	Allstate Investment Management Chicago, Illinois	$12.4M	+$11.9M	3	0.38%	New