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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	UMB Bank Kansas City, Missouri	$13M	-$286K	4	0.2%	Reduced
577	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$13M	+$117K	1	1.22%	Increased
578	Perigon Wealth Management San Francisco, California	$13M	+$3.79M	3	0.51%	Increased
579	VAS Valicenti Advisory Services Elmira, New York	$12.9M	+$368K	2	4.09%	Increased
580	HRT Financial New York	$12.8M	-$22.8M	5	0.12%	Reduced
581	DAC Dividend Assets Capital Ridgeland, South Carolina	$12.8M	-$337K	3	2.64%	Reduced
582	DAM Delta Asset Management Memphis, Tennessee	$12.7M	+$83.9K	3	1.26%	Increased
583	LIM Lathrop Investment Management Little Rock, Arkansas	$12.7M	-$257K	1	2.58%	Reduced
584	Advisory Services Network Atlanta, Georgia	$12.6M	-$411K	4	0.34%	Reduced
585	NPF Norris Perne & French Grand Rapids, Michigan	$12.6M	+$622K	2	1.06%	Increased
586	INTECH Investment Management West Palm Beach, Florida	$12.6M	-$8.42M	4	0.13%	Reduced
587	Acadian Asset Management Boston, Massachusetts	$12.5M	+$5.04M	5	0.05%	Increased
588	Calamos Wealth Management Naperville, Illinois	$12.5M	-$187K	2	0.92%	Reduced
589	Royce & Associates New York	$12.5M	-$668K	3	0.12%	Reduced
590	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$12.4M	+$53.9K	3	2.02%	Increased
591	CIA CCM Investment Advisers Columbia, South Carolina	$12.4M	+$892K	1	1.66%	Increased
592	SouthState Corp Winter Haven, Florida	$12.4M	-$258K	3	1.11%	Reduced
593	FAB First American Bank Dundee, Illinois	$12.4M	+$630K	2	1.07%	Increased
594	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$12.3M	+$146K	1	1.29%	Increased
595	LM Luminus Management Houston, Texas	$12.3M	-$11.1M	1	3.69%	Reduced
596	EC Engaged Capital Newport Beach, California	$12.3M	+$11.6M	1	1.77%	New
597	Boothbay Fund Management New York	$12.3M	+$1.86M	4	0.27%	Increased
598	Farmers & Merchants Investments Inc Lincoln, Nebraska	$12.2M	+$1.32M	7	0.46%	Increased
599	Johnson Investment Counsel Cincinnati, Ohio	$12.2M	+$151K	3	0.15%	Increased
600	SCA Stokes Capital Advisors Greenwood, South Carolina	$12.2M	-$750K	3	4.1%	Reduced