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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	ACM Archon Capital Management Seattle, Washington	$13.2M	+$5.96M	1	2.96%	Increased
577	Advisory Services Network Atlanta, Georgia	$13.1M	-$1.01M	6	0.36%	Reduced
578	SCA Stokes Capital Advisors Greenwood, South Carolina	$13M	+$574K	3	4.43%	Increased
579	LCM LVM Capital Management Portage, Michigan	$13M	-$295K	2	1.8%	Reduced
580	LIM Lathrop Investment Management Little Rock, Arkansas	$12.9M	+$210K	1	2.75%	Increased
581	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$12.9M	-$412K	1	1.34%	Reduced
582	FBB Fulton Breakefield Broenniman Bethesda, Maryland	$12.8M	+$108K	2	1.1%	Increased
583	TCM Traynor Capital Management Malvern, Pennsylvania	$12.8M	+$4.28M	3	1.85%	Increased
584	MLL Moody Lynn & Lieberson Boston, Massachusetts	$12.8M	-$4.66M	2	1.15%	Reduced
585	Quilter Plc London, United Kingdom	$12.8M	+$30.5K	1	0.05%	Increased
586	Calamos Wealth Management Naperville, Illinois	$12.7M	+$854K	2	1%	Increased
587	SouthState Corp Winter Haven, Florida	$12.7M	-$118K	4	1.17%	Reduced
588	VanEck Associates New York	$12.7M	+$2.77M	5	0.03%	Increased
589	DAM Delta Asset Management Memphis, Tennessee	$12.7M	+$67.4K	3	1.33%	Increased
590	VAS Valicenti Advisory Services Elmira, New York	$12.6M	+$1.38M	2	4.19%	Increased
591	NL NWAM LLC Mercer Island, Washington	$12.5M	+$393K	3	1.27%	Increased
592	CIBC World Markets New York	$12.5M	-$79.5M	3	0.2%	Reduced
593	VIP Vantage Investment Partners Kansas City, Missouri	$12.5M	+$146K	1	1.71%	Increased
594	Royce & Associates New York	$12.4M	+$2.84M	4	0.12%	Increased
595	CCB Country Club Bank Kansas City, Missouri	$12.4M	-$1.44M	1	1.02%	Reduced
596	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$12.4M	+$12.6M	3	2.09%	New
597	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$12.4M	+$126K	1	3%	Increased
598	MIM Martin Investment Management Palm Beach Gardens, Florida	$12.4M	-$585K	2	3.56%	Reduced
599	FC FORA Capital Miami, Florida	$12.3M	+$8.1M	4	1.24%	Increased
600	Johnson Investment Counsel Cincinnati, Ohio	$12.2M	+$128K	3	0.16%	Increased